We are live on ! Find out more
IMCG icon

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
PWA
301
Provenance Wealth Advisors
Florida
$63.3K
Franklin Resources
302
Franklin Resources
California
$59.1K
MFT
303
Moisand Fitzgerald Tamayo
Florida
$55.3K
TCM
304
TD Capital Management
Tennessee
$51.4K +$76 +1 +0.1%
NS
305
NBC Securities
Alabama
$51K +$55.3K +726 New
OPTFSNA
306
Old Point Trust & Financial Services N A
Virginia
$39.6K +$42.2K +554 New
MA
307
MCF Advisors
Kentucky
$39.3K
TFGT
308
TS Financial Group (TSFG)
Illinois
$37K
SL
309
Salomon & Ludwin
Virginia
$36.9K
GM
310
GeoWealth Management
Illinois
$36.7K -$13.6M -177,916 -100%
RMP
311
Richards, Merrill & Peterson
Washington
$36.4K
SJIM
312
St. Johns Investment Management
Florida
$35.7K -$22.9K -300 -38%
CPA
313
Compass Planning Associates
Massachusetts
$35.7K +$16.3K +214 +75%
HHGA
314
Halbert Hargrove Global Advisors
California
$35.5K
GEA
315
Glen Eagle Advisors
New Jersey
$33.9K +$6.1K +80 +20%
Russell Investments Group
316
Russell Investments Group
United Kingdom
$33.8K +$28K +368 +347%
CAL
317
Capital Advisors Ltd
Ohio
$32K -$34.5K -453 -50%
OC
318
Oakworth Capital
Alabama
$30K
HNB
319
Huntington National Bank
Ohio
$29.3K
BCWM
320
Bartlett & Co Wealth Management
Ohio
$28.6K
MHR
321
Matthew Hamilton Rosenberg
$28.2K -$4.34K -57 -13%
NRG
322
Nemes Rush Group
Michigan
$26K +$27.7K +364 New
AIC
323
Archer Investment Corporation
Indiana
$24.4K
ACA
324
Aptus Capital Advisors
Alabama
$19.7K
Q1WB
325
Quest 10 Wealth Builders
Virginia
$19K +$20.3K +266 New

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.