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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
Renaissance Technologies
251
Renaissance Technologies
New York
$305K -$431K -5,800 -60%
RW
252
Rede Wealth
Virginia
$304K
MWM
253
Modern Wealth Management
Kansas
$303K +$281K +3,776 New
RIA
254
Richwood Investment Advisors
Ohio
$301K
TC
255
TAGStone Capital
North Carolina
$301K +$297 +4 +0.1%
LWM
256
LongView Wealth Management
Georgia
$296K +$274K +3,684 New
BAMG
257
Brand Asset Management Group
Missouri
$291K -$4.68K -63 -2%
CW
258
CreativeOne Wealth
Kansas
$286K +$265K +3,569 New
SG
259
StoneX Group
New York
$285K +$2.31K +31 +0.9%
PFPT
260
Pinnacle Financial Partners (Tennessee)
Tennessee
$284K +$4.54K +61 +2%
HFA
261
High Falls Advisors
New York
$281K -$9.07K -122 -3%
AT
262
Avalon Trust
New Mexico
$281K -$112K -1,500 -30%
BCI
263
Brinker Capital Investments
Pennsylvania
$279K
JCM
264
Jacobi Capital Management
Pennsylvania
$275K +$255K +3,423 New
FA
265
FC Advisory
Pennsylvania
$272K
DAM
266
Delta Asset Management
Tennessee
$270K
JIC
267
Johnson Investment Counsel
Ohio
$269K +$249K +3,352 New
SWP
268
Stratos Wealth Partners
Ohio
$264K +$244K +3,285 New
Wolverine Trading
269
Wolverine Trading
Illinois
$261K +$244K +3,281 New
SFC
270
Strategic Financial Concepts
Texas
$258K -$18.4K -248 -7%
SAM
271
Secure Asset Management
Michigan
$255K +$237K +3,182 New
BWL
272
Bogart Wealth LLC
Virginia
$254K
KCM
273
Kendall Capital Management
Maryland
$246K +$149 +2 +0.1%
RBFC
274
Roman Butler Fullerton & Co
Missouri
$244K -$58.6K -788 -21%
EAM
275
Evanson Asset Management
California
$241K

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.