IMCG icon

iShares Morningstar Mid-Cap Growth ETF

362 hedge funds and large institutions have $1.7B invested in iShares Morningstar Mid-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 120 increasing their positions, 133 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.31% more ownership

Funds ownership: 60.69%61% (+0.31%)

10% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 133

Holders
362
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$15.1M
SCM
27
Steele Capital Management
Iowa
$14.9M
MTC
28
Matrix Trust Company
Colorado
$14.9M
CWM
29
Capital Wealth Management
Rhode Island
$13.8M
FF
30
Fortitude Financial
Washington
$13.5M
BFC
31
Bedel Financial Consulting
Indiana
$12.1M
CFD
32
Creative Financial Designs
Indiana
$11.8M
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$11.2M
ES
34
Eagle Strategies
New York
$10.9M
SPC
35
Sigma Planning Corp
Michigan
$10.6M
PAG
36
Private Advisor Group
New Jersey
$10.5M
AFG
37
Allegheny Financial Group
Pennsylvania
$10.3M
SCA
38
Scott Capital Advisors
Oregon
$9.75M
PWM
39
PTM Wealth Management
United States
$9.7M
IIC
40
Integrated Investment Consultants
Michigan
$9.6M
NFG
41
Nations Financial Group
Iowa
$9.06M
MFG
42
Marmo Financial Group
Tennessee
$8.95M
ERFOTCOFW
43
Employees Retirement Fund of the City of Fort Worth
Texas
$8.79M
Truist Financial
44
Truist Financial
North Carolina
$7.79M
PP
45
PFS Partners
New Jersey
$7.73M
MOS
46
MGO One Seven
Ohio
$7.65M
SPIA
47
Steward Partners Investment Advisory
New York
$7.6M
AT
48
American Trust
Kentucky
$7.46M
WTFG
49
Wood Tarver Financial Group
Idaho
$7.43M
TF
50
Tandem Financial
Colorado
$7.15M