We are live on ! Find out more
IMCG icon

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
SWM
351
Spire Wealth Management
Virginia
$7.3K -$5.8K -78 -46%
BDPWM
352
Barnes Dennig Private Wealth Management
Ohio
$6.26K
TCOT
353
Trust Company of Toledo
Ohio
$5.05K +$4.68K +63 New
S
354
SignatureFD
Georgia
$4.81K
NC
355
North Capital
Utah
$4.52K
PA
356
Pineridge Advisors
Missouri
$4.5K
AUB
357
Atlantic Union Bankshares
Virginia
$4.17K +$3.87K +52 New
ADL
358
Asset Dedication LLC
California
$3.87K
EWM
359
EPG Wealth Management
Georgia
$3.85K
RPCA
360
Running Point Capital Advisors
California
$3.69K
KFGG
361
Keystone Financial Group (Georgia)
Georgia
$3.24K
PP
362
PrairieView Partners
Minnesota
$3K
FFA
363
Farther Finance Advisors
California
$1.81K +$744 +10 +77%
CPBTD
364
Central Pacific Bank - Trust Division
Hawaii
$1.44K
WCAMG
365
Woodard & Company Asset Management Group
North Carolina
$1.11K
MBFW
366
Morton Brown Family Wealth
Pennsylvania
$401
PWM
367
Provident Wealth Management
Tennessee
$80
AI
368
AdvisorShares Investments
Maryland
-$38.6M -537,602 Closed
PA
369
PFG Advisors
Arizona
-$2.96M -41,391 Closed
IA
370
Integrity Alliance
Iowa
-$1.38M -19,269 Closed
Jane Street
371
Jane Street
New York
-$1.27M -17,829 Closed
PAG
372
Private Advisory Group
Washington
-$909K -12,729 Closed
Citadel Advisors
373
Citadel Advisors
Florida
-$899K -12,590 Closed
Pathstone Holdings
374
Pathstone Holdings
New Jersey
-$686K -9,600 Closed
GSC
375
G&S Capital
Colorado
-$678K -9,488 Closed

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.