We are live on ! Find out more
IMCG icon

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
DC
276
Dahring Cusmano
Michigan
$235K -$4.76K -64 -2%
ICMM
277
Integrated Capital Management (Michigan)
Michigan
$232K -$74 -1 -0%
MPIA
278
Milestones Private Investment Advisors
New York
$231K +$214K +2,884 New
SFG
279
Snider Financial Group
Washington
$230K
RIP
280
RAM Investment Partners
Washington
$230K
SI
281
Stephens Inc
Arkansas
$229K -$7.14K -96 -3%
PCA
282
Prosperity Capital Advisors
Ohio
$228K +$74 +1 +0%
MWM
283
Mascagni Wealth Management
Mississippi
$227K -$26.4K -355 -11%
AF
284
Allworth Financial
California
$225K -$1.78K -24 -0.8%
SFG
285
Sage Financial Group
Pennsylvania
$224K -$37.7K -507 -15%
LPFG
286
Landing Point Financial Group
Ohio
$218K +$202K +2,720 New
MF
287
Montis Financial
Massachusetts
$215K -$48.1K -647 -19%
BIG
288
Brookwood Investment Group
Arizona
$212K +$196K +2,638 New
IWN
289
Independent Wealth Network
Iowa
$211K -$74.3K -999 -27%
SAM
290
Smartleaf Asset Management
Massachusetts
$211K +$23.2K +312 +13%
VA
291
Valmark Advisers
Ohio
$209K +$194K +2,608 New
PA
292
Procyon Advisors
Connecticut
$208K +$193K +2,596 New
OWA
293
Opal Wealth Advisors
New York
$206K
DADC
294
D.A. Davidson & Co
Montana
$206K +$190K +2,562 New
TPCW
295
TD Private Client Wealth
New York
$204K -$11.5K -155 -6%
LSA
296
Lansing Street Advisors
Pennsylvania
$203K +$188K +2,535 New
AQR Capital Management
297
AQR Capital Management
Connecticut
$203K +$188K +2,524 New
ANBT
298
American National Bank & Trust
Texas
$202K +$187K +2,512 New
BCG
299
Breakwater Capital Group
New Jersey
$200K +$186K +2,497 New
SWP
300
Strategic Wealth Partners
Ohio
$197K +$183K +2,455 New

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.