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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
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$4.05M +$108K +1,323 +3%
DI
77
DDFG Inc
California
$4M +$871K +10,678 +28%
DWM
78
Denver Wealth Management
Colorado
$3.95M +$435K +5,341 +13%
RC
79
Rovin Capital
Arizona
$3.63M +$125K +1,531 +4%
MFG
80
Marmo Financial Group
Tennessee
$3.43M -$5.72M -70,130 -63%
VNA
81
Valley National Advisers
Pennsylvania
$3.43M -$9.78K -120 -0.3%
CPWA
82
Cerro Pacific Wealth Advisors
California
$3.43M +$711K +8,717 +27%
DWM
83
Diversify Wealth Management
Utah
$3.42M +$79.5K +975 +2%
Creative Planning
84
Creative Planning
Kansas
$3.34M +$208K +2,551 +7%
BWA
85
Beam Wealth Advisors
Louisiana
$3.28M +$675K +8,277 +26%
JJBC
86
James J. Burns & Company
New York
$3.28M +$457K +5,600 +16%
PA
87
PFG Advisors
Arizona
$3.18M +$3.14M +38,460 New
FLI
88
Family Legacy Inc
South Carolina
$3.11M -$43.1K -529 -1%
PFS
89
Prospect Financial Services
New York
$3.04M +$216K +2,647 +8%
CWMK
90
Caliber Wealth Management (Kansas)
Kansas
$2.9M -$325K -3,986 -10%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$2.9M +$1.53M +18,804 +116%
AA
92
Aire Advisors
California
$2.59M -$23.8K -292 -0.9%
BIP
93
Bouvel Investment Partners
Pennsylvania
$2.54M +$2.5M +30,668 New
HighTower Advisors
94
HighTower Advisors
Illinois
$2.52M +$82.8K +1,016 +3%
PS
95
Principal Securities
Iowa
$2.52M -$32.4K -397 -1%
CS
96
Capital Square
Tennessee
$2.49M +$149K +1,833 +6%
VWA
97
Visionary Wealth Advisors
Illinois
$2.46M -$428K -5,250 -15%
LI
98
LRI Investments
Florida
$2.46M
KWM
99
Kingsview Wealth Management
Oregon
$2.42M +$4.73K +58 +0.2%
IP
100
Ignite Planners
California
$2.39M -$978 -12 -0%

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.