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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
IWP
26
IAG Wealth Partners
Wisconsin
$13.2M +$1.06M +13,962 +8%
MTC
27
Matrix Trust Company
Colorado
$13.1M -$43.1K -565 -0.3%
SCM
28
Steele Capital Management
Iowa
$13.1M -$43.1K -565 -0.3%
CWM
29
Capital Wealth Management
Rhode Island
$11.5M +$408K +5,356 +3%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$11.5M -$3.56M -46,763 -23%
BFC
31
Bedel Financial Consulting
Indiana
$11M +$4.49M +58,942 +64%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$10.3M +$354K +4,641 +3%
SPC
33
Sigma Planning Corp
Michigan
$9.2M -$231K -3,033 -2%
ES
34
Eagle Strategies
New York
$8.91M +$432K +5,671 +5%
ERFOTCOFW
35
Employees Retirement Fund of the City of Fort Worth
Texas
$8.79M
PAG
36
Private Advisor Group
New Jersey
$8.75M -$6.78M -88,926 -42%
ECA
37
Elevation Capital Advisory
Oregon
$8.73M +$9.32M +122,260 New
IIC
38
Integrated Investment Consultants
Michigan
$8.63M +$769K +10,087 +9%
SCA
39
Scott Capital Advisors
Oregon
$8.61M -$109K -1,434 -1%
MOS
40
MGO One Seven
Ohio
$8.06M +$309K +4,059 +4%
MFG
41
Marmo Financial Group
Tennessee
$7.85M -$545K -7,157 -6%
NFG
42
Nations Financial Group
Iowa
$7.78M +$622K +8,162 +8%
SOWAS
43
Silver Oak Wealth Advisors Services
California
$7.31M +$64.8K +851 +0.8%
Truist Financial
44
Truist Financial
North Carolina
$7.29M -$557K -7,316 -7%
PP
45
PFS Partners
New Jersey
$6.83M +$154K +2,026 +2%
PWM
46
PTM Wealth Management
United States
$6.73M +$8.09M +106,229 New
AFG
47
Allegheny Financial Group
Pennsylvania
$6.66M +$2.68M +35,156 +60%
SPIA
48
Steward Partners Investment Advisory
New York
$6.34M +$72.8K +956 +1%
WTFG
49
Wood Tarver Financial Group
Idaho
$6.31M +$687K +9,021 +11%
OC
50
Oppenheimer & Co
New York
$6.28M -$51.1K -671 -0.8%

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.