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iShares Morningstar Mid-Cap Growth ETF

356 hedge funds and large institutions have $2.05B invested in iShares Morningstar Mid-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 162 increasing their positions, 87 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 87

21% more capital invested

Capital invested by funds: $1.69B → $2.05B (+$358M)

3.58% more ownership

Funds ownership: 60.67%64.25% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

3% less funds holding

Funds holding: 366356 (-10)

10% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 30

Holders
356
Holders Change
-10
Holders Change %
-2.73%
% of All Funds
4.67%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
27
Increased
162
Reduced
87
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
226
Kaydan Wealth Management
Michigan
$410K
GS
227
GWN Securities
Florida
$397K +$8.81K +108 +2%
SWM
228
Silverlake Wealth Management
Vermont
$390K +$245 +3 +0.1%
BW
229
Blalock Williams
Alabama
$389K
AMM
230
American Money Management
California
$383K
AMG
231
Asset Management Group
Connecticut
$376K +$652 +8 +0.2%
HNWAG
232
High Net Worth Advisory Group
Florida
$372K
MCM
233
MAI Capital Management
Ohio
$370K +$571 +7 +0.2%
RF
234
rebel Financial
Ohio
$366K -$365K -4,477 Closed
JAG
235
Journey Advisory Group
Kentucky
$363K
MIC
236
Means Investment Company
Maine
$360K -$20.3K -249 -5%
US Bancorp
237
US Bancorp
Minnesota
$355K -$97.8K -1,200 -22%
SAM
238
Secure Asset Management
Michigan
$352K +$88.6K +1,087 +34%
EFA
239
Edge Financial Advisors
Illinois
$349K +$344K +4,222 New
RWM
240
Revisor Wealth Management
Ohio
$348K +$13.7K +168 +4%
LFG
241
Larson Financial Group
Missouri
$347K +$5.71K +70 +2%
Baird Financial Group
242
Baird Financial Group
Wisconsin
$343K
PTC
243
Private Trust Company
Ohio
$337K -$2.45K -30 -0.7%
WIP
244
WealthCare Investment Partners
Rhode Island
$336K +$652 +8 +0.2%
UIM
245
Unified Investment Management
Georgia
$335K -$57.1K -700 -15%
CA
246
Clearstead Advisors
Ohio
$322K
NCMW
247
Northern Capital Management (Washington)
Washington
$321K
HFW
248
Horizon Family Wealth
Illinois
$319K +$571 +7 +0.2%
LWM
249
LongView Wealth Management
Georgia
$313K +$8.32K +102 +3%
MWM
250
Modern Wealth Management
Kansas
$312K -$571 -7 -0.2%

IMCG Hedge Fund Activity: Q3 2025 in Review

356 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q3 2025, worth a combined $2.05B — up 21% from $1.69B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of IMCG and 27 opened new positions — a net loss of 3 holders — while 87 trimmed existing stakes and 162 added.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $254M. The largest seller was Arax Advisory Partners, exiting entirely with an estimated $20.5M sold.

  • 356 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q3 2025, down from 366 in Q2 2025.
  • Funds reported $2.05B of iShares Morningstar Mid-Cap Growth ETF stock for Q3 2025, up 21% quarter-over-quarter.
  • 27 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q3 2025 and 30 closed out, a net change of -3 holders.
  • The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $254M added.
  • The largest iShares Morningstar Mid-Cap Growth ETF seller in Q3 2025 was Arax Advisory Partners, an estimated $20.5M sold.

Based on aggregated 13F filings for Q3 2025.