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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
RC
76
Rovin Capital
Arizona
$3.4M +$5.43K +73 +0.2%
DWM
77
Denver Wealth Management
Colorado
$3.4M +$620K +8,334 +25%
VNA
78
Valley National Advisers
Pennsylvania
$3.33M -$11.5K -155 -0.4%
DWM
79
Diversify Wealth Management
Utah
$3.28M +$151K +2,030 +5%
CWMK
80
Caliber Wealth Management (Kansas)
Kansas
$3.14M -$51.9K -698 -2%
GRP
81
Global Retirement Partners
California
$3.12M +$2.89M +38,840 New
FLI
82
Family Legacy Inc
South Carolina
$3.06M +$35.5K +477 +1%
Creative Planning
83
Creative Planning
Kansas
$3.04M -$224K -3,017 -7%
DI
84
DDFG Inc
California
$3.02M +$180K +2,416 +7%
SWGC
85
Summit Wealth Group (Colorado)
Colorado
$2.99M +$2.77M +37,304 New
LWL
86
Leo Wealth LLC
Texas
$2.91M +$2.7M +36,298 New
VWA
87
Visionary Wealth Advisors
Illinois
$2.81M +$49.3K +663 +2%
PFS
88
Prospect Financial Services
New York
$2.74M +$36.5K +491 +1%
JJBC
89
James J. Burns & Company
New York
$2.73M +$1.47M +19,759 +138%
SA
90
Sovran Advisors
California
$2.68M -$1.19M -15,961 -32%
BDF
91
Black Diamond Financial
Maryland
$2.63M -$247K -3,326 -9%
CPWA
92
Cerro Pacific Wealth Advisors
California
$2.62M +$1.37M +18,371 +128%
AA
93
Aire Advisors
California
$2.54M +$272K +3,654 +13%
BWA
94
Beam Wealth Advisors
Louisiana
$2.52M +$437K +5,875 +23%
PS
95
Principal Securities
Iowa
$2.47M +$87.8K +1,181 +4%
William Blair & Company
96
William Blair & Company
Illinois
$2.46M +$35.5K +478 +2%
LI
97
LRI Investments
Florida
$2.39M
HighTower Advisors
98
HighTower Advisors
Illinois
$2.36M -$81.9K -1,102 -4%
IP
99
Ignite Planners
California
$2.35M +$68.8K +925 +3%
KWM
100
Kingsview Wealth Management
Oregon
$2.34M -$83.9K -1,128 -4%

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.