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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
CA
351
Continuum Advisory
Idaho
$1.57K
CPBTD
352
Central Pacific Bank - Trust Division
Hawaii
$1.29K
QCG
353
Quadrant Capital Group
Ohio
$1.15K
WCAMG
354
Woodard & Company Asset Management Group
North Carolina
$987 -$183K -2,399 -99%
FFA
355
Farther Finance Advisors
California
$959
MBFW
356
Morton Brown Family Wealth
Pennsylvania
$357
PWM
357
Provident Wealth Management
Tennessee
$71
AFS
358
Anderson Financial Strategies
Ohio
$71 +$76 +1 New
BIP
359
Bouvel Investment Partners
Pennsylvania
-$4.61M -61,080 Closed
AT
360
American Trust
Kentucky
-$3.17M -42,014 Closed
LWL
361
Leo Wealth LLC
Texas
-$2.9M -38,388 Closed
EP
362
Essential Planning
New Hampshire
-$2.89M -37,830 Closed
BSG
363
Black Swift Group
Colorado
-$2.39M -31,700 Closed
TWM
364
Trinity Wealth Management
Pennsylvania
-$1.33M -17,647 Closed
SA
365
Sanctuary Advisors
Indiana
-$854K -10,695 Closed
JWCA
366
J.W. Cole Advisors
Florida
-$763K -10,101 Closed
RW
367
Rockport Wealth
Ohio
-$693K -9,498 Closed
LWM
368
LongView Wealth Management
Georgia
-$574K -7,603 Closed
PA
369
Promethium Advisors
Maryland
-$415K -5,491 Closed
PPW
370
Parcion Private Wealth
Washington
-$331K -4,377 Closed
VAMG
371
Voisard Asset Management Group
Michigan
-$309K -4,096 Closed
MWM
372
Modern Wealth Management
Kansas
-$245K -3,241 Closed
IAA
373
Independent Advisor Alliance
North Carolina
-$224K -2,959 Closed
Focus Partners Wealth
374
Focus Partners Wealth
Massachusetts
-$220K -2,918 Closed
LPFG
375
Landing Point Financial Group
Ohio
-$215K -2,720 Closed

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.