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
PFS
176
Prospera Financial Services
Texas
$663K
IWM
177
IHT Wealth Management
Illinois
$655K
HI
178
Harbour Investments
Wisconsin
$643K
FHA
179
First Horizon Advisors
Tennessee
$640K
AFM
180
Armstrong Fleming & Moore
District of Columbia
$632K
MWP
181
Madison Wealth Partners
Wisconsin
$615K
MFF
182
Michels Family Financial
Texas
$608K
BWA
183
Burt Wealth Advisors
Maryland
$600K
MA
184
Mutual Advisors
Nebraska
$593K
QCM
185
QRG Capital Management
Illinois
$589K
KAS
186
KPP Advisory Services
Kentucky
$574K
FWP
187
Falcon Wealth Planning
California
$572K
FBT
188
First Bank & Trust
South Dakota
$554K
PAS
189
Park Avenue Securities
New York
$547K
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$547K
WMWM
191
Whitaker-Myers Wealth Managers
Ohio
$546K
ClearBridge Investments
192
ClearBridge Investments
New York
$540K
RIA
193
Regal Investment Advisors
Michigan
$533K
KCFA
194
Key Client Fiduciary Advisors
New Jersey
$529K
AI
195
Atria Investments
North Carolina
$524K
FA
196
Fermata Advisors
California
$519K
MCM
197
MidAtlantic Capital Management
Virginia
$511K
PA
198
Pinnacle Associates
New York
$493K
FA
199
Flagstar Advisors
New York
$485K
ASN
200
Advisory Services Network
Georgia
$482K