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iShares Morningstar Mid-Cap Growth ETF
IMCG

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: 19 → 19 (0)

3% less funds holding

Funds holding: 366 → 356 (-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
–

Top Buyers

Rank Fund Capital Flow
1
VIA
Vantagepoint Investment Advisers
District of Columbia
+$254M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$42.4M
3
LPL Financial
LPL Financial
California
+$12.6M
4
Bank of America
Bank of America
North Carolina
+$12.4M
5
Osaic Holdings
Osaic Holdings
Arizona
+$9.76M

Top Sellers

Rank Fund Capital Flow
1
AAP
Arax Advisory Partners
Colorado
-$20.5M
2
MFG
Marmo Financial Group
Tennessee
-$5.72M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.19M
4
Ameriprise
Ameriprise
Minnesota
-$3.38M
5
SWGC
Summit Wealth Group (Colorado)
Colorado
-$2.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$15.9M -$4.65K -57 -0%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$15.8M +$314K +3,847 +2%
CWM
28
Capital Wealth Management
Rhode Island
$14.6M +$381K +4,676 +3%
FF
29
Fortitude Financial
Washington
$14.1M +$15.9K +195 +0.1%
BFC
30
Bedel Financial Consulting
Indiana
$12.8M +$327K +4,015 +3%
AFG
31
Allegheny Financial Group
Pennsylvania
$12.4M +$1.77M +21,765 +17%
CFD
32
Creative Financial Designs
Indiana
$12.3M +$161K +1,972 +1%
ES
33
Eagle Strategies
New York
$11.5M +$210K +2,575 +2%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$11.4M -$123K -1,509 -1%
PAG
35
Private Advisor Group
New Jersey
$11.4M +$566K +6,947 +5%
EA
36
Eclectic Associates
California
$11.3M +$5.92M +72,568 +114%
SPC
37
Sigma Planning Corp
Michigan
$10.4M -$488K -5,991 -5%
IIC
38
Integrated Investment Consultants
Michigan
$10.3M +$393K +4,825 +4%
PWM
39
PTM Wealth Management
United States
$10.2M +$298K +3,654 +3%
NFG
40
Nations Financial Group
Iowa
$10M +$661K +8,108 +7%
ERFOTCOFW
41
Employees Retirement Fund of the City of Fort Worth
Texas
$9.3M -$864K -10,600 -9%
SCA
42
Scott Capital Advisors
Oregon
$9.19M -$826K -10,127 -8%
AT
43
American Trust
Kentucky
$9.19M +$1.47M +18,049 +19%
Truist Financial
44
Truist Financial
North Carolina
$8.47M +$433K +5,313 +5%
MOS
45
MGO One Seven
Ohio
$8.15M +$258K +3,170 +3%
PP
46
PFS Partners
New Jersey
$8.04M +$64.6K +792 +0.8%
WTFG
47
Wood Tarver Financial Group
Idaho
$8M +$330K +4,042 +4%
TF
48
Tandem Financial
Colorado
$7.79M +$412K +5,048 +6%
ECA
49
Elevation Capital Advisory
Oregon
$7.73M +$7.22M +88,524 +1,802%
SPIA
50
Steward Partners Investment Advisory
New York
$7.53M -$303K -3,716 -4%
1
2
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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.