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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
AFM
376
Armstrong Fleming & Moore
District of Columbia
-$632K -8,849 Closed
QCM
377
QRG Capital Management
Illinois
-$589K -8,242 Closed
HF
378
HRT Financial
New York
-$434K -6,083 Closed
MCWS
379
McKinley Carter Wealth Services
West Virginia
-$299K -4,183 Closed
PCIA
380
Prime Capital Investment Advisors
Kansas
-$276K -3,870 Closed
FCA
381
Fortis Capital Advisors
Kansas
-$247K -3,452 Closed
CAGAS
382
Capital Advisory Group Advisory Services
Minnesota
-$216K -3,028 Closed
CAS
383
Coppell Advisory Solutions
Texas
-$271K -2,989 Closed
BTI
384
Blue Trust Inc
Georgia
-$77.1K -1,080 Closed
TRCT
385
Tower Research Capital (TRC)
New York
-$72.2K -1,011 Closed
SIM
386
Synergy Investment Management
Florida
-$70K -980 Closed
PWA
387
Provenance Wealth Advisors
Florida
-$63.3K -886 Closed
GM
388
GeoWealth Management
Illinois
-$36.7K -514 Closed
RMP
389
Richards, Merrill & Peterson
Washington
-$36.4K -510 Closed
NP
390
NorthRock Partners
Minnesota
-$13K -182 Closed
GJIA
391
Glass Jacobson Investment Advisors
Maryland
-$9.52K -126 Closed
AG
392
AmeriFlex Group
Nevada
-$2.5K -35 Closed
LRWM
393
Lord & Richards Wealth Management
Colorado
-$2.14K -30 Closed
CA
394
Continuum Advisory
Idaho
-$1.57K -22 Closed
QCG
395
Quadrant Capital Group
Ohio
-$1.15K -16 Closed
AFS
396
Anderson Financial Strategies
Ohio
-$71 -1 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.