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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
SL
326
Salomon & Ludwin
Virginia
$41.6K
TFGT
327
TS Financial Group (TSFG)
Illinois
$41K +$74 +1 +0.2%
HHGA
328
Halbert Hargrove Global Advisors
California
$36.9K -$2.75K -37 -7%
CAL
329
Capital Advisors Ltd
Ohio
$36K
OC
330
Oakworth Capital
Alabama
$33.7K
SJIM
331
St. Johns Investment Management
Florida
$32.1K -$7.43K -100 -20%
BCWM
332
Bartlett & Co Wealth Management
Ohio
$32.1K
NRG
333
Nemes Rush Group
Michigan
$29.2K
MHR
334
Matthew Hamilton Rosenberg
$28.1K -$3.35K -45 -11%
AIC
335
Archer Investment Corporation
Indiana
$27.4K
QWM
336
Quaker Wealth Management
New Jersey
$26.9K +$25K +336 New
ACA
337
Aptus Capital Advisors
Alabama
$22.1K
Q1WB
338
Quest 10 Wealth Builders
Virginia
$20.6K -$669 -9 -3%
EWP
339
Elevation Wealth Partners
California
$20.5K
MSG
340
Main Street Group
Virginia
$19.3K
WT
341
Whittier Trust
California
$19.3K
T
342
Transce3nd
Texas
$18.6K
EB
343
Eastern Bank
Massachusetts
$17.8K
FDCDDQ
344
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.8K
CAM
345
Creekmur Asset Management
Illinois
$14.6K +$13.5K +182 New
OP
346
ORG Partners
Indiana
$12.1K -$7.43K -100 -40%
MWM
347
Mascoma Wealth Management
New Hampshire
$10.2K +$9.44K +127 New
CMA
348
Cedar Mountain Advisors
Oregon
$9.71K
EWA
349
EverSource Wealth Advisors
Alabama
$8.42K
KFI
350
Key Financial Inc
Pennsylvania
$7.7K

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.