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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
CAS
251
Coppell Advisory Solutions
Texas
$271K +$77K +1,010 +51%
RW
252
Rede Wealth
Virginia
$270K
MWM
253
Maripau Wealth Management
Indiana
$270K +$45.3K +595 +19%
SAW
254
Signal Advisors Wealth
Michigan
$270K +$45.3K +595 +19%
WIP
255
WealthCare Investment Partners
Rhode Island
$270K +$533 +7 +0.2%
RIA
256
Richwood Investment Advisors
Ohio
$268K
TC
257
TAGStone Capital
North Carolina
$267K +$6.32K +83 +2%
BAMG
258
Brand Asset Management Group
Missouri
$263K
IWN
259
Independent Wealth Network
Iowa
$259K +$64.9K +852 +31%
HFA
260
High Falls Advisors
New York
$259K +$9.3K +122 +3%
RBFC
261
Roman Butler Fullerton & Co
Missouri
$258K +$53.7K +705 +23%
SG
262
StoneX Group
New York
$252K -$11.7K -153 -4%
PFPT
263
Pinnacle Financial Partners (Tennessee)
Tennessee
$249K
BCI
264
Brinker Capital Investments
Pennsylvania
$249K
OPS
265
Orion Portfolio Solutions
Nebraska
$249K
SFC
266
Strategic Financial Concepts
Texas
$248K +$457 +6 +0.2%
FCA
267
Fortis Capital Advisors
Kansas
$247K +$263K +3,452 New
FA
268
FC Advisory
Pennsylvania
$242K +$457 +6 +0.2%
DAM
269
Delta Asset Management
Tennessee
$240K
MF
270
Montis Financial
Massachusetts
$238K -$119K -1,567 -32%
SFG
271
Sage Financial Group
Pennsylvania
$236K +$76 +1 +0%
MWM
272
Mascagni Wealth Management
Mississippi
$227K
BWL
273
Bogart Wealth LLC
Virginia
$226K +$18.6K +244 +8%
KCM
274
Kendall Capital Management
Maryland
$219K +$152 +2 +0.1%
CAGAS
275
Capital Advisory Group Advisory Services
Minnesota
$216K -$27.1K -355 -10%

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.