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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
BCWM
326
Bartlett & Co Wealth Management
Ohio
$33.1K
SJIM
327
St. Johns Investment Management
Florida
$33.1K
WAG
328
Windsor Advisory Group
Ohio
$30.6K +$30.2K +370 New
NRG
329
Nemes Rush Group
Michigan
$30.2K +$82 +1 +0.3%
AIC
330
Archer Investment Corporation
Indiana
$28.3K
QWM
331
Quaker Wealth Management
New Jersey
$27.8K
FC
332
Financial Consulate
Maryland
$24.6K +$24.2K +297 New
ACA
333
Aptus Capital Advisors
Alabama
$22.8K
EWP
334
Elevation Wealth Partners
California
$20.9K -$163 -2 -0.8%
MSG
335
Main Street Group
Virginia
$20.1K +$82 +1 +0.4%
WT
336
Whittier Trust
California
$19.9K
WWA
337
Wealth Watch Advisors
Colorado
$19K +$18.8K +230 New
EB
338
Eastern Bank
Massachusetts
$18.4K
FDCDDQ
339
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.4K
OP
340
ORG Partners
Indiana
$12.5K
CMA
341
Cedar Mountain Advisors
Oregon
$10K
EWA
342
EverSource Wealth Advisors
Alabama
$8.69K
CJ
343
Caitlin John
Michigan
$8.44K +$8.32K +102 New
SWM
344
Spire Wealth Management
Virginia
$8.11K +$571 +7 +8%
KFI
345
Key Financial Inc
Pennsylvania
$7.91K
BDPWM
346
Barnes Dennig Private Wealth Management
Ohio
$6.45K
TCOT
347
Trust Company of Toledo
Ohio
$5.21K
TFA
348
Transamerica Financial Advisors
Florida
$5.06K +$5.05K +62 New
S
349
SignatureFD
Georgia
$4.96K
NC
350
North Capital
Utah
$4.75K +$82 +1 +2%

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.