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iShares Morningstar Mid-Cap Growth ETF

357 hedge funds and large institutions have $1.52B 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, 100 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 100

26% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 27

2% more capital invested

Capital invested by funds: $1.49B → $1.52B (+$27M)

0.8% more ownership

Funds ownership: 59.96%60.76% (+0.8%)

0% more funds holding

Funds holding: 356357 (+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
357
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
4.79%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
34
Increased
142
Reduced
100
Closed
27
Calls
Puts
$24K
Net Calls
-$24K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
226
AssetMark Inc
California
$346K +$16.5K +216 +5%
LA
227
LexAurum Advisors
Kansas
$346K -$10.9K -143 -3%
IA
228
IFG Advisory
Georgia
$345K -$200K -2,623 -35%
LWM
229
Liberty Wealth Management
California
$338K +$533 +7 +0.1%
UIM
230
Unified Investment Management
Georgia
$337K -$686 -9 -0.2%
BW
231
Blalock Williams
Alabama
$336K
US Bancorp
232
US Bancorp
Minnesota
$329K -$3.12K -41 -0.9%
MIC
233
Means Investment Company
Maine
$328K -$71.3K -936 -17%
MCM
234
MAI Capital Management
Ohio
$328K -$42.1K -553 -11%
AMG
235
Asset Management Group
Connecticut
$323K +$610 +8 +0.2%
HNWAG
236
High Net Worth Advisory Group
Florida
$321K
JAG
237
Journey Advisory Group
Kentucky
$313K
LFG
238
Larson Financial Group
Missouri
$309K
NWM
239
Nova Wealth Management
Florida
$309K +$321K +4,219 +4,219%
MCWS
240
McKinley Carter Wealth Services
West Virginia
$299K -$152 -2 -0%
SWM
241
Silverlake Wealth Management
Vermont
$298K +$97K +1,273 +44%
RWM
242
Revisor Wealth Management
Ohio
$297K +$61.9K +812 +24%
AAS
243
Ameritas Advisory Services
Nebraska
$296K -$2.9K -38 -0.9%
PTC
244
Private Trust Company
Ohio
$286K +$140K +1,839 +85%
CA
245
Clearstead Advisors
Ohio
$278K
NCMW
246
Northern Capital Management (Washington)
Washington
$277K
GS
247
GWN Securities
Florida
$277K +$295K +3,878 New
DAS
248
Dynamic Advisor Solutions
Arizona
$277K +$23.9K +314 +9%
PCIA
249
Prime Capital Investment Advisors
Kansas
$276K +$295K +3,870 New
HFW
250
Horizon Family Wealth
Illinois
$274K -$81K -1,063 -22%

IMCG Hedge Fund Activity: Q1 2025 in Review

357 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q1 2025, worth a combined $1.52B — up 1.8% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IMCG positions and 27 closed out — a net gain of 7 holders — while 142 added to existing stakes and 100 trimmed.

The largest buyer was LPL Financial, adding an estimated $62.6M. The largest seller was GeoWealth Management, cutting an estimated $13.6M.

  • 357 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q1 2025, up from 356 in Q4 2024.
  • Funds reported $1.52B of iShares Morningstar Mid-Cap Growth ETF stock for Q1 2025, up 1.8% quarter-over-quarter.
  • 34 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q1 2025 and 27 closed out, a net change of +7 holders.
  • The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q1 2025 was LPL Financial, an estimated $62.6M added.
  • The largest iShares Morningstar Mid-Cap Growth ETF seller in Q1 2025 was GeoWealth Management, an estimated $13.6M sold.

Based on aggregated 13F filings for Q1 2025.