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iShares Morningstar Mid-Cap Growth ETF

366 hedge funds and large institutions have $1.69B invested in iShares Morningstar Mid-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 121 increasing their positions, 134 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

12% more capital invested

Capital invested by funds: $1.52B → $1.69B (+$178M)

3% more funds holding

Funds holding: 357366 (+9)

0.09% less ownership

Funds ownership: 60.76%60.67% (-0.09%)

10% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 134

Holders
366
Holders Change
+9
Holders Change %
+2.52%
% of All Funds
4.82%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.25%
New
41
Increased
121
Reduced
134
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UIM
226
Unified Investment Management
Georgia
$381K +$2.6K +35 +0.7%
LWM
227
Liberty Wealth Management
California
$380K +$520 +7 +0.1%
SWM
228
Silverlake Wealth Management
Vermont
$378K +$39.9K +537 +13%
BW
229
Blalock Williams
Alabama
$377K
GS
230
GWN Securities
Florida
$376K +$59.6K +802 +21%
AMM
231
American Money Management
California
$371K -$77.2K -1,038 -18%
MIC
232
Means Investment Company
Maine
$369K +$223 +3 +0.1%
AMG
233
Asset Management Group
Connecticut
$364K +$595 +8 +0.2%
HNWAG
234
High Net Worth Advisory Group
Florida
$361K
RF
235
rebel Financial
Ohio
$359K +$333K +4,477 New
MCM
236
MAI Capital Management
Ohio
$359K -$9.07K -122 -3%
MWM
237
Maripau Wealth Management
Indiana
$359K +$49.1K +660 +17%
SAW
238
Signal Advisors Wealth
Michigan
$359K +$51.4K +691 +18%
DC
239
Davenport & Co
Virginia
$357K -$2.6M -35,020 -89%
JAG
240
Journey Advisory Group
Kentucky
$352K
Baird Financial Group
241
Baird Financial Group
Wisconsin
$333K -$853K -11,476 -73%
LFG
242
Larson Financial Group
Missouri
$331K -$14.8K -199 -5%
WIP
243
WealthCare Investment Partners
Rhode Island
$330K +$520 +7 +0.2%
PTC
244
Private Trust Company
Ohio
$329K +$7.36K +99 +2%
RWM
245
Revisor Wealth Management
Ohio
$326K -$9.37K -126 -3%
AAS
246
Ameritas Advisory Services
Nebraska
$320K -$9K -121 -3%
CA
247
Clearstead Advisors
Ohio
$312K -$74 -1 -0%
NCMW
248
Northern Capital Management (Washington)
Washington
$311K
HFW
249
Horizon Family Wealth
Illinois
$308K +$520 +7 +0.2%
DAS
250
Dynamic Advisor Solutions
Arizona
$307K -$3.2K -43 -1%

IMCG Hedge Fund Activity: Q2 2025 in Review

366 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q2 2025, worth a combined $1.69B — up 12% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new IMCG positions and 29 closed out — a net gain of 12 holders — while 121 added to existing stakes and 134 trimmed.

The largest buyer was Rockport Wealth, opening a new position worth an estimated $30.1M. The largest seller was AdvisorShares Investments, exiting entirely with an estimated $38.6M sold.

  • 366 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q2 2025, up from 357 in Q1 2025.
  • Funds reported $1.69B of iShares Morningstar Mid-Cap Growth ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 41 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q2 2025 and 29 closed out, a net change of +12 holders.
  • The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q2 2025 was Rockport Wealth, an estimated $30.1M added.
  • The largest iShares Morningstar Mid-Cap Growth ETF seller in Q2 2025 was AdvisorShares Investments, an estimated $38.6M sold.

Based on aggregated 13F filings for Q2 2025.