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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
EWP
326
Elevation Wealth Partners
California
$18.2K
OP
327
ORG Partners
Indiana
$18K +$19.1K +251 New
MSG
328
Main Street Group
Virginia
$17.2K
WT
329
Whittier Trust
California
$17.1K
T
330
Transce3nd
Texas
$16.6K +$17.7K +232 New
EB
331
Eastern Bank
Massachusetts
$15.9K
FDCDDQ
332
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15K
NP
333
NorthRock Partners
Minnesota
$13K
SWM
334
Spire Wealth Management
Virginia
$12.1K +$5.71K +75 +80%
GJIA
335
Glass Jacobson Investment Advisors
Maryland
$9.52K
CMA
336
Cedar Mountain Advisors
Oregon
$8.64K
EWA
337
EverSource Wealth Advisors
Alabama
$7.5K
KFI
338
Key Financial Inc
Pennsylvania
$6.86K
BDPWM
339
Barnes Dennig Private Wealth Management
Ohio
$5.57K +$5.94K +78 New
S
340
SignatureFD
Georgia
$4.29K -$5.49K -72 -55%
NC
341
North Capital
Utah
$4.02K +$4.27K +56 New
PA
342
Pineridge Advisors
Missouri
$4K +$4.27K +56 New
SSB
343
Sandy Spring Bank
Maryland
$3.71K +$3.96K +52 New
ADL
344
Asset Dedication LLC
California
$3.44K
EWM
345
EPG Wealth Management
Georgia
$3.43K
RPCA
346
Running Point Capital Advisors
California
$3.29K
PP
347
PrairieView Partners
Minnesota
$3K
KFGG
348
Keystone Financial Group (Georgia)
Georgia
$2.89K
AG
349
AmeriFlex Group
Nevada
$2.5K
LRWM
350
Lord & Richards Wealth Management
Colorado
$2.14K +$2.29K +30 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.