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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
PB
301
Pinnacle Bancorp
Nebraska
$178K -$2.97K -40 -2%
GIP
302
Granite Investment Partners
California
$177K +$164K +2,209 New
CSB
303
City State Bank
Iowa
$172K
TLA
304
Tanglewood Legacy Advisors
Texas
$168K
PA
305
Parallel Advisors
California
$148K +$32.6K +438 +31%
EWA
306
EP Wealth Advisors
California
$143K +$133K +1,784 New
BTD
307
BankPlus Trust Department
Mississippi
$141K
NB
308
NBT Bank
New York
$133K
FP
309
Financial Perspectives
Minnesota
$125K +$223 +3 +0.2%
BCMLT
310
Beacon Capital Management LLC (Tennessee)
Tennessee
$119K -$3.72K -50 -3%
CF
311
Centaurus Financial
California
$106K +$97.9K +1,316 New
MWM
312
MGB Wealth Management
Texas
$104K
CWP
313
Concord Wealth Partners
Virginia
$86.3K +$80K +1,076 New
SS
314
Sunbelt Securities
Texas
$83K +$81.6K +1,098 New
HNB
315
Huntington National Bank
Ohio
$74.1K
OA
316
Operose Advisors
Wisconsin
$71.2K
MFT
317
Moisand Fitzgerald Tamayo
Florida
$62.1K
OSAM
318
O'Shaughnessy Asset Management
Connecticut
$59.5K -$37.9K -510 -41%
NS
319
NBC Securities
Alabama
$58K
TCM
320
TD Capital Management
Tennessee
$57.8K +$74 +1 +0.1%
CPA
321
Compass Planning Associates
Massachusetts
$57.7K +$16.3K +219 +44%
Franklin Resources
322
Franklin Resources
California
$50.3K -$14.9K -200 -24%
GEA
323
Glen Eagle Advisors
New Jersey
$50K +$11K +148 +31%
Russell Investments Group
324
Russell Investments Group
United Kingdom
$49.2K +$10.3K +139 +29%
MA
325
MCF Advisors
Kentucky
$44.1K

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.