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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
FHC
301
First Horizon Corporation
Tennessee
$135K +$133K +1,627 New
FP
302
Financial Perspectives
Minnesota
$129K +$245 +3 +0.2%
AWM
303
AE Wealth Management
Kansas
$115K -$1.37M -16,770 -92%
CI
304
CX Institutional
Indiana
$112K +$110K +1,355 New
CF
305
Centaurus Financial
California
$108K -$1.06K -13 -1%
MWM
306
MGB Wealth Management
Texas
$108K
OSAM
307
O'Shaughnessy Asset Management
Connecticut
$83.1K +$21.4K +262 +35%
HNB
308
Huntington National Bank
Ohio
$76.4K
OA
309
Operose Advisors
Wisconsin
$73.5K
MFT
310
Moisand Fitzgerald Tamayo
Florida
$64K
GWS
311
Greykasell Wealth Strategies
California
$60.5K +$59.6K +731 New
NS
312
NBC Securities
Alabama
$60.1K
TCM
313
TD Capital Management
Tennessee
$59.7K +$163 +2 +0.3%
AAS
314
Ameritas Advisory Services
Nebraska
$58.3K -$268K -3,285 -82%
GEA
315
Glen Eagle Advisors
New Jersey
$56.8K +$5.14K +63 +10%
Russell Investments Group
316
Russell Investments Group
United Kingdom
$53.4K +$2.61K +32 +5%
Franklin Resources
317
Franklin Resources
California
$51.9K
MA
318
MCF Advisors
Kentucky
$45.5K
GF
319
GGM Financials
Ohio
$44.2K +$43.5K +534 New
TFGT
320
TS Financial Group (TSFG)
Illinois
$43K +$82 +1 +0.2%
SL
321
Salomon & Ludwin
Virginia
$42.9K
HHGA
322
Halbert Hargrove Global Advisors
California
$38.1K
CAL
323
Capital Advisors Ltd
Ohio
$37K
Fifth Third Bancorp
324
Fifth Third Bancorp
Ohio
$36.9K +$36.4K +446 New
OC
325
Oakworth Capital
Alabama
$34.7K

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.