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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
ADL
351
Asset Dedication LLC
California
$4K
EWM
352
EPG Wealth Management
Georgia
$3.97K
KFGG
353
Keystone Financial Group (Georgia)
Georgia
$3.29K
AUB
354
Atlantic Union Bankshares
Virginia
$3.14K -$1.14K -14 -27%
CPBTD
355
Central Pacific Bank - Trust Division
Hawaii
$1.49K
WCAMG
356
Woodard & Company Asset Management Group
North Carolina
$1.14K
MBFW
357
Morton Brown Family Wealth
Pennsylvania
$414
PWM
358
Provident Wealth Management
Tennessee
$83
AAP
359
Arax Advisory Partners
Colorado
-$20.5M -255,590 Closed
SWGC
360
Summit Wealth Group (Colorado)
Colorado
-$2.99M -37,304 Closed
LWL
361
Leo Wealth LLC
Texas
-$2.91M -36,298 Closed
LAS
362
Lloyd Advisory Services
Georgia
-$1.45M -18,019 Closed
CIA
363
Cape Investment Advisory
Georgia
-$923K -11,509 Closed
VIPI
364
Vista Investment Partners II
Indiana
-$607K -7,566 Closed
BOSSRA
365
B.O.S.S. Retirement Advisors
Utah
-$443K -5,516 Closed
FIA
366
Foundations Investment Advisors
Arizona
-$383K -4,774 Closed
Renaissance Technologies
367
Renaissance Technologies
New York
-$305K -3,800 Closed
RW
368
Rede Wealth
Virginia
-$304K -3,786 Closed
Wolverine Trading
369
Wolverine Trading
Illinois
-$261K -3,281 Closed
RBFC
370
Roman Butler Fullerton & Co
Missouri
-$244K -2,954 Closed
MWM
371
Mascagni Wealth Management
Mississippi
-$227K -2,827 Closed
SFG
372
Sage Financial Group
Pennsylvania
-$224K -2,790 Closed
MF
373
Montis Financial
Massachusetts
-$215K -2,682 Closed
BIG
374
Brookwood Investment Group
Arizona
-$212K -2,638 Closed
IWN
375
Independent Wealth Network
Iowa
-$211K -2,634 Closed

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.