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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
EAM
276
Evanson Asset Management
California
$214K
DC
277
Dahring Cusmano
Michigan
$213K -$29.2K -383 -11%
SI
278
Stephens Inc
Arkansas
$211K +$225K +2,952 New
SFG
279
Snider Financial Group
Washington
$205K -$7.47K -98 -3%
RIP
280
RAM Investment Partners
Washington
$205K
PCA
281
Prosperity Capital Advisors
Ohio
$204K -$12.9K -169 -6%
ICMM
282
Integrated Capital Management (Michigan)
Michigan
$204K -$8.91K -117 -4%
AF
283
Allworth Financial
California
$201K -$2.06K -27 -0.9%
TPCW
284
TD Private Client Wealth
New York
$193K -$597K -7,830 -74%
OWA
285
Opal Wealth Advisors
New York
$184K +$196K +2,572 New
SAM
286
Smartleaf Asset Management
Massachusetts
$166K +$29.6K +388 +20%
PB
287
Pinnacle Bancorp
Nebraska
$161K
CSB
288
City State Bank
Iowa
$153K
TLA
289
Tanglewood Legacy Advisors
Texas
$150K
BTD
290
BankPlus Trust Department
Mississippi
$125K
NB
291
NBT Bank
New York
$118K
FP
292
Financial Perspectives
Minnesota
$111K +$12.4K +163 +12%
BCMLT
293
Beacon Capital Management LLC (Tennessee)
Tennessee
$110K
PA
294
Parallel Advisors
California
$101K +$23.6K +310 +28%
MWM
295
MGB Wealth Management
Texas
$92.9K
OSAM
296
O'Shaughnessy Asset Management
Connecticut
$89.4K +$46.9K +615 +97%
BTI
297
Blue Trust Inc
Georgia
$77.1K
TRCT
298
Tower Research Capital (TRC)
New York
$72.2K +$77K +1,011 New
SIM
299
Synergy Investment Management
Florida
$70K
OA
300
Operose Advisors
Wisconsin
$63.4K

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.