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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
RIA
251
Richwood Investment Advisors
Ohio
$310K
TC
252
TAGStone Capital
North Carolina
$310K +$245 +3 +0.1%
CCM
253
Chilton Capital Management
Texas
$307K +$302K +3,708 New
DAS
254
Dynamic Advisor Solutions
Arizona
$304K -$12.4K -152 -4%
BAMG
255
Brand Asset Management Group
Missouri
$295K -$5.14K -63 -2%
PFPT
256
Pinnacle Financial Partners (Tennessee)
Tennessee
$293K
JCM
257
Jacobi Capital Management
Pennsylvania
$291K +$7.91K +97 +3%
AF
258
Allworth Financial
California
$290K +$57.4K +704 +25%
HFA
259
High Falls Advisors
New York
$290K
DADC
260
D.A. Davidson & Co
Montana
$286K +$72.6K +890 +35%
SG
261
StoneX Group
New York
$284K -$10.2K -125 -4%
FA
262
FC Advisory
Pennsylvania
$280K
DAM
263
Delta Asset Management
Tennessee
$278K
JIC
264
Johnson Investment Counsel
Ohio
$277K +$82 +1 +0%
VA
265
Valmark Advisers
Ohio
$276K +$59.3K +727 +28%
SWP
266
Stratos Wealth Partners
Ohio
$272K
SFC
267
Strategic Financial Concepts
Texas
$267K +$489 +6 +0.2%
BWL
268
Bogart Wealth LLC
Virginia
$257K -$4.08K -50 -2%
CW
269
CreativeOne Wealth
Kansas
$257K -$37.5K -460 -13%
KCM
270
Kendall Capital Management
Maryland
$254K +$163 +2 +0.1%
EAM
271
Evanson Asset Management
California
$248K
MPIA
272
Milestones Private Investment Advisors
New York
$239K
SFG
273
Snider Financial Group
Washington
$238K
RIP
274
RAM Investment Partners
Washington
$237K
PCA
275
Prosperity Capital Advisors
Ohio
$235K +$82 +1 +0%

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.