Who Owns iShares Morningstar Mid-Cap Growth ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Morningstar Mid-Cap Growth ETF.
Who crossed 5% of IMCG →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| ECLECTIC ASSOCIATES INC /ADVMRGSTR MD CP GRW266.8K shadded | $25.1M |
| Matrix Trust CoMRGSTR MD CP GRW205.1K shtrimmed | $19.3M |
| OxenFree Capital LLCMRGSTR MD CP GRW115.3K shadded | $11.2M |
| RHODES INVESTMENT ADVISORS INC /ADVMRGSTR MD CP GRW27.1K shadded | $2.5M |
| Farther Finance Advisors, LLCETF20.7K shtrimmed | $1.9M |
| HF Advisory Group, LLCMRGSTR MD CP GRW15.8K shadded | $1.5M |
| Ridgewood Investments LLCMRGSTR MD CP GRW8.3K shheld | $777.6K |
| Heartwood Wealth Advisors LLCETF6K shheld | $566.6K |
| Investment Partners Asset Management, Inc.MRGSTR MD CP GRW5.8K shadded | $546.3K |
| Kaizen Financial StrategiesMRGSTR MD CP GRW5.4K shadded | $504.2K |
| Whitaker-Myers Wealth Managers, LTD.MRGSTR MD CP GRW4K shtrimmed | $374.3K |
| Kaydan Wealth Management, Inc.MRGSTR MD CP GRW3.8K shtrimmed | $352.1K |
| FINANCIAL MANAGEMENT NETWORK INCMRGSTR MD CP GRW3.3K sh— | $319.8K |
| Asempa Wealth AdvisorsMRGSTR MD CP GRW2.8K shadded | $265.3K |
| FC Advisory LLCMRGSTR MD CP GRW2.6K shheld | $247.6K |
| AMERICAN NATIONAL BANK & TRUSTMRGSTR MD CP GRW2.5K shheld | $235.9K |
| Breakwater Capital GroupMRGSTR MD CP GRW2.3K shtrimmed | $218.5K |
| ELEVATION WEALTH PARTNERS, LLCMRGSTR MD CP GRW223 shadded | $20.9K |
| EASTERN BANKMRGSTR MD CP GRW222 shheld | $20.8K |
| GK Wealth Management LLCMRGSTR MD CP GRW30 sh— | $2.8K |
| CoreCap Advisors, LLCETF24 shadded | $2.3K |
| Central Pacific Bank - Trust DivisionMRGSTR MD CP GRW18 shheld | $1.7K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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