IMCG icon

iShares Morningstar Mid-Cap Growth ETF

354 hedge funds and large institutions have $1.51B invested in iShares Morningstar Mid-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 142 increasing their positions, 99 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding

Funds holding: 353354 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $24K

Holders
354
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$24K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$5.76M
IAG
52
Ipsen Advisor Group
Arkansas
$5.5M
WGCA
53
Wolf Group Capital Advisors
Virginia
$5.27M
OC
54
OxenFree Capital
Florida
$5.12M
CAC
55
Certified Advisory Corp
Florida
$4.8M
TF
56
Tandem Financial
Colorado
$4.74M
FC
57
Forte Capital
New York
$4.56M
MML Investors Services
58
MML Investors Services
Massachusetts
$4.45M
CWM
59
Castle Wealth Management
Florida
$4.34M
SAM
60
Summit Asset Management
Tennessee
$4.23M
VCM
61
Verde Capital Management
Michigan
$4.23M
VWS
62
Virtus Wealth Solutions
New Jersey
$3.85M
P
63
&Partners
Tennessee
$3.78M
KWA
64
Kellett Wealth Advisors
Ohio
$3.76M
NL
65
NWAM LLC
Washington
$3.72M
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$3.59M
MFG
67
Merit Financial Group
Georgia
$3.54M
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$3.42M
KWA
69
Kingswood Wealth Advisors
California
$3.41M
SA
70
Sovran Advisors
California
$3.36M
CCM
71
Chaney Capital Management
Washington
$3.32M
RC
72
Rovin Capital
Arizona
$3.02M
VNA
73
Valley National Advisers
Pennsylvania
$2.98M
PA
74
PFG Advisors
Arizona
$2.96M
MSA
75
Marino Stram & Associates
Massachusetts
$2.93M