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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
DC
276
Dahring Cusmano
Michigan
$229K -$12.4K -152 -5%
LPFG
277
Landing Point Financial Group
Ohio
$225K
SIM
278
Studio Investment Management
Illinois
$224K +$221K +2,712 New
BWA
279
BlueChip Wealth Advisors
Georgia
$222K -$245K -3,007 -53%
SI
280
Stephens Inc
Arkansas
$221K -$14.6K -179 -6%
SAM
281
Smartleaf Asset Management
Massachusetts
$217K -$2.04K -25 -0.9%
PA
282
Procyon Advisors
Connecticut
$215K
TPCW
283
TD Private Client Wealth
New York
$215K +$4.08K +50 +2%
OWA
284
Opal Wealth Advisors
New York
$213K
TSWM
285
Triangle Securities Wealth Management
North Carolina
$213K +$210K +2,572 New
AQR Capital Management
286
AQR Capital Management
Connecticut
$209K
ANBT
287
American National Bank & Trust
Texas
$208K
BCG
288
Breakwater Capital Group
New Jersey
$207K +$245 +3 +0.1%
LSA
289
Lansing Street Advisors
Pennsylvania
$204K -$5.63K -69 -3%
Rockefeller Capital Management
290
Rockefeller Capital Management
New York
$202K +$199K +2,441 New
ICMM
291
Integrated Capital Management (Michigan)
Michigan
$200K -$37.7K -462 -16%
PB
292
Pinnacle Bancorp
Nebraska
$183K
GIP
293
Granite Investment Partners
California
$183K
CSB
294
City State Bank
Iowa
$178K
HWA
295
Heartwood Wealth Advisors
Virginia
$177K +$175K +2,141 New
TLA
296
Tanglewood Legacy Advisors
Texas
$173K
AT
297
Avalon Trust
New Mexico
$165K -$122K -1,500 -43%
PA
298
Parallel Advisors
California
$153K
BTD
299
BankPlus Trust Department
Mississippi
$145K
NB
300
NBT Bank
New York
$137K -$128K -1,569 -95%

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.