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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
Creative Planning
76
Creative Planning
Kansas
$2.92M +$109K +1,432 +4%
CWMK
77
Caliber Wealth Management (Kansas)
Kansas
$2.84M +$3.03M +39,789 New
DC
78
Davenport & Co
Virginia
$2.82M +$3.01M +39,474 New
DWM
79
Diversify Wealth Management
Utah
$2.77M +$1.16M +15,172 +65%
FLI
80
Family Legacy Inc
South Carolina
$2.69M -$277K -3,641 -9%
BDF
81
Black Diamond Financial
Maryland
$2.58M +$215K +2,819 +8%
DI
82
DDFG Inc
California
$2.52M +$1.63M +21,433 +155%
NA
83
NewEdge Advisors
Louisiana
$2.47M -$480K -6,300 -15%
VWA
84
Visionary Wealth Advisors
Illinois
$2.45M -$77.1K -1,012 -3%
DWM
85
Denver Wealth Management
Colorado
$2.43M +$2.59M +34,016 New
PFS
86
Prospect Financial Services
New York
$2.4M +$487K +6,395 +23%
PS
87
Principal Securities
Iowa
$2.24M +$89.3K +1,172 +4%
HighTower Advisors
88
HighTower Advisors
Illinois
$2.18M -$38.4K -504 -2%
KWM
89
Kingsview Wealth Management
Oregon
$2.16M +$108K +1,414 +5%
William Blair & Company
90
William Blair & Company
Illinois
$2.16M +$49.6K +651 +2%
LI
91
LRI Investments
Florida
$2.12M
CS
92
Capital Square
Tennessee
$2.08M -$42.1K -552 -2%
IP
93
Ignite Planners
California
$2.02M -$651K -8,537 -23%
AA
94
Aire Advisors
California
$2M -$40.4K -530 -2%
GIA
95
GHP Investment Advisors
Colorado
$1.96M +$762 +10 +0%
CMP
96
Courage Miller Partners
Virginia
$1.86M -$45K -591 -2%
AWA
97
Arete Wealth Advisors
Illinois
$1.86M +$24.2K +318 +1%
BWA
98
Beam Wealth Advisors
Louisiana
$1.82M +$174K +2,289 +10%
HAIM
99
Hunter Associates Investment Management
Pennsylvania
$1.77M -$93.7K -1,230 -5%
SWP
100
Sagespring Wealth Partners
Tennessee
$1.67M +$33.1K +435 +2%

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.