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iShares Morningstar Mid-Cap Growth ETF

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: 1919 (0)

3% less funds holding

Funds holding: 366356 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
OC
51
OxenFree Capital
Florida
$7.24M +$515K +6,322 +8%
MML Investors Services
52
MML Investors Services
Massachusetts
$7.12M -$129K -1,581 -2%
SOWAS
53
Silver Oak Wealth Advisors Services
California
$7.09M +$168K +2,056 +2%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$6.54M +$57.3K +703 +0.9%
IAG
55
Ipsen Advisor Group
Arkansas
$6.51M +$7.42K +91 +0.1%
CAC
56
Certified Advisory Corp
Florida
$6.25M -$77.1K -946 -1%
JP Morgan Chase
57
JP Morgan Chase
New York
$6.09M +$812K +9,959 +16%
OC
58
Oppenheimer & Co
New York
$6.04M -$1.19M -14,600 -17%
MYIA
59
Mount Yale Investment Advisors
Colorado
$5.98M +$5.89M +72,227 New
VAS
60
Vestmark Advisory Solutions
Massachusetts
$5.89M +$5.81M +71,211 New
VCM
61
Verde Capital Management
Michigan
$5.58M +$293K +3,597 +6%
NA
62
NewEdge Advisors
Louisiana
$5.46M -$19.3K -237 -0.4%
CWM
63
Castle Wealth Management
Florida
$5.15M +$46K +564 +0.9%
KAS
64
Kestra Advisory Services
Texas
$4.87M -$169K -2,075 -3%
SAM
65
Summit Asset Management
Tennessee
$4.86M -$17.4K -214 -0.4%
SWM
66
Steinberganna Wealth Management
New York
$4.8M +$4.73M +57,976 New
MSA
67
Marino Stram & Associates
Massachusetts
$4.72M +$651K +7,982 +16%
P
68
&Partners
Tennessee
$4.68M +$53.6K +657 +1%
VWS
69
Virtus Wealth Solutions
New Jersey
$4.42M -$36.6K -449 -0.8%
CCM
70
Chaney Capital Management
Washington
$4.4M +$196K +2,410 +5%
KWA
71
Kellett Wealth Advisors
Ohio
$4.38M +$92.8K +1,138 +2%
NL
72
NWAM LLC
Washington
$4.29M +$1.22K +15 +0%
KWA
73
Kingswood Wealth Advisors
California
$4.21M +$219K +2,681 +6%
BDF
74
Black Diamond Financial
Maryland
$4.2M +$1.46M +17,929 +55%
MFG
75
Merit Financial Group
Georgia
$4.1M +$105K +1,286 +3%

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.