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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
OC
51
Oppenheimer & Co
New York
$7.03M -$18.4K -247 -0.3%
MML Investors Services
52
MML Investors Services
Massachusetts
$7.03M +$1.88M +25,252 +41%
SOWAS
53
Silver Oak Wealth Advisors Services
California
$6.71M -$1.4M -18,778 -18%
OC
54
OxenFree Capital
Florida
$6.45M +$256K +3,443 +4%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$6.37M -$174K -2,339 -3%
IAG
56
Ipsen Advisor Group
Arkansas
$6.3M +$120K +1,610 +2%
CAC
57
Certified Advisory Corp
Florida
$6.14M +$700K +9,411 +14%
CWM
58
Congress Wealth Management
Massachusetts
$6.1M +$5.66M +76,060 New
FC
59
Forte Capital
New York
$5.54M +$384K +5,164 +8%
NA
60
NewEdge Advisors
Louisiana
$5.32M +$2.36M +31,679 +92%
VCM
61
Verde Capital Management
Michigan
$5.12M +$339K +4,565 +8%
JP Morgan Chase
62
JP Morgan Chase
New York
$5.11M +$1M +13,500 +27%
EA
63
Eclectic Associates
California
$5.11M +$3.79M +51,006 +404%
CWM
64
Castle Wealth Management
Florida
$4.95M +$69.1K +929 +2%
KAS
65
Kestra Advisory Services
Texas
$4.89M +$2.89M +38,871 +176%
SAM
66
Summit Asset Management
Tennessee
$4.73M -$20.5K -276 -0.5%
P
67
&Partners
Tennessee
$4.49M +$218K +2,938 +6%
VWS
68
Virtus Wealth Solutions
New Jersey
$4.32M -$5.06K -68 -0.1%
NL
69
NWAM LLC
Washington
$4.24M -$7.14K -96 -0.2%
KWA
70
Kellett Wealth Advisors
Ohio
$4.16M -$58.6K -788 -1%
CCM
71
Chaney Capital Management
Washington
$4.08M +$319K +4,290 +9%
MSA
72
Marino Stram & Associates
Massachusetts
$3.93M +$595K +8,008 +20%
MFG
73
Merit Financial Group
Georgia
$3.87M -$101K -1,361 -3%
KWA
74
Kingswood Wealth Advisors
California
$3.87M +$30.3K +408 +0.9%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$3.82M -$11.1K -149 -0.3%

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.