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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
Comerica Bank
101
Comerica Bank
Texas
$1.65M -$57.6K -756 -3%
HH
102
Hilltop Holdings
Texas
$1.62M -$96.9K -1,272 -5%
Goldman Sachs
103
Goldman Sachs
New York
$1.6M
Betterment LLC
104
Betterment LLC
New York
$1.58M +$76.4K +1,003 +5%
KAS
105
Kestra Advisory Services
Texas
$1.58M -$193K -2,536 -10%
BF
106
Bonfire Financial
Colorado
$1.56M -$101K -1,328 -6%
SG
107
Stanich Group
New York
$1.55M +$36.4K +478 +2%
JSA
108
Jim Saulnier & Associates
Colorado
$1.55M +$69.9K +917 +4%
LSWP
109
Liberty Square Wealth Partners
Pennsylvania
$1.54M +$305 +4 +0%
HIS
110
Horizon Investment Services
Indiana
$1.52M -$68.3K -897 -4%
TI
111
Truepoint Inc
Ohio
$1.51M +$1.61M +21,151 New
IWC
112
Integrated Wealth Concepts
Massachusetts
$1.5M +$1.52K +20 +0.1%
NA
113
Nottingham Advisors
New York
$1.47M
IWA
114
IBEX Wealth Advisors
New Jersey
$1.46M -$135K -1,777 -8%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$1.42M +$25.1K +330 +2%
AFP
116
Ausdal Financial Partners
Iowa
$1.41M +$140K +1,835 +10%
FFN
117
Focus Financial Network
Minnesota
$1.41M +$96.8K +1,270 +7%
AWM
118
AE Wealth Management
Kansas
$1.41M +$1.41M +18,463 +1,500%
AF
119
Advisornet Financial
Minnesota
$1.4M +$32.2K +422 +2%
AWM
120
Accel Wealth Management
Iowa
$1.39M +$161K +2,119 +12%
LAS
121
Lloyd Advisory Services
Georgia
$1.38M +$1.47M +19,310 New
IA
122
Integrity Alliance
Iowa
$1.38M +$1.47M +19,269 New
PPWM
123
Perissos Private Wealth Management
Oklahoma
$1.33M -$22.6K -297 -2%
CAAS
124
Capital Asset Advisory Services
Michigan
$1.28M +$47.2K +620 +4%
Jane Street
125
Jane Street
New York
$1.27M +$390K +5,123 +40%

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.