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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
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$5.76M -$357K -4,679 -5%
IAG
52
Ipsen Advisor Group
Arkansas
$5.5M +$49.4K +648 +0.8%
WGCA
53
Wolf Group Capital Advisors
Virginia
$5.27M -$24.3K -319 -0.4%
OC
54
OxenFree Capital
Florida
$5.12M +$418K +5,492 +8%
CAC
55
Certified Advisory Corp
Florida
$4.8M -$35.7K -469 -0.7%
TF
56
Tandem Financial
Colorado
$4.74M +$63K +827 +1%
FC
57
Forte Capital
New York
$4.56M -$140K -1,834 -3%
MML Investors Services
58
MML Investors Services
Massachusetts
$4.45M -$1.13M -14,765 -19%
CWM
59
Castle Wealth Management
Florida
$4.34M +$97.5K +1,279 +2%
SAM
60
Summit Asset Management
Tennessee
$4.23M -$7.39K -97 -0.2%
VCM
61
Verde Capital Management
Michigan
$4.23M +$312K +4,090 +7%
VWS
62
Virtus Wealth Solutions
New Jersey
$3.85M +$6.86K +90 +0.2%
P
63
&Partners
Tennessee
$3.78M +$472K +6,188 +13%
KWA
64
Kellett Wealth Advisors
Ohio
$3.76M +$196K +2,571 +5%
NL
65
NWAM LLC
Washington
$3.72M +$5.33K +70 +0.1%
JP Morgan Chase
66
JP Morgan Chase
New York
$3.59M +$419K +5,501 +12%
MFG
67
Merit Financial Group
Georgia
$3.54M +$489K +6,417 +15%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$3.42M +$113K +1,478 +3%
KWA
69
Kingswood Wealth Advisors
California
$3.41M -$991 -13 -0%
SA
70
Sovran Advisors
California
$3.36M +$848K +11,134 +29%
CCM
71
Chaney Capital Management
Washington
$3.32M +$250K +3,278 +8%
RC
72
Rovin Capital
Arizona
$3.02M +$44.7K +587 +1%
VNA
73
Valley National Advisers
Pennsylvania
$2.98M +$81.3K +1,067 +3%
PA
74
PFG Advisors
Arizona
$2.96M -$505K -6,624 -14%
MSA
75
Marino Stram & Associates
Massachusetts
$2.93M +$822K +10,792 +36%

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.