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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
CS
101
Capital Square
Tennessee
$2.27M -$66.8K -899 -3%
GIA
102
GHP Investment Advisors
Colorado
$2.21M +$744 +10 +0%
AWA
103
Arete Wealth Advisors
Illinois
$2.09M -$2.97K -40 -0.2%
CMP
104
Courage Miller Partners
Virginia
$2.05M -$42.8K -575 -2%
Betterment LLC
105
Betterment LLC
New York
$1.97M +$176K +2,363 +11%
HAIM
106
Hunter Associates Investment Management
Pennsylvania
$1.91M -$74.7K -1,004 -4%
SWP
107
Sagespring Wealth Partners
Tennessee
$1.8M -$71.5K -961 -4%
Goldman Sachs
108
Goldman Sachs
New York
$1.79M
HH
109
Hilltop Holdings
Texas
$1.78M -$37.5K -505 -2%
BF
110
Bonfire Financial
Colorado
$1.74M -$7.81K -105 -0.5%
FFN
111
Focus Financial Network
Minnesota
$1.73M +$135K +1,822 +9%
IWC
112
Integrated Wealth Concepts
Massachusetts
$1.71M +$19.9K +267 +1%
LSWP
113
Liberty Square Wealth Partners
Pennsylvania
$1.7M -$19.9K -267 -1%
AFP
114
Ausdal Financial Partners
Iowa
$1.69M +$93.8K +1,261 +6%
AWM
115
Accel Wealth Management
Iowa
$1.67M +$101K +1,364 +7%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$1.6M
Comerica Bank
117
Comerica Bank
Texas
$1.58M -$256K -3,443 -15%
HIS
118
Horizon Investment Services
Indiana
$1.57M -$122K -1,641 -8%
ML
119
McAdam LLC
Pennsylvania
$1.57M +$1.07M +14,415 +280%
JSA
120
Jim Saulnier & Associates
Colorado
$1.56M -$166K -2,233 -10%
NA
121
Nottingham Advisors
New York
$1.5M -$140K -1,887 -9%
PPWM
122
Perissos Private Wealth Management
Oklahoma
$1.48M -$5.5K -74 -0.4%
SG
123
Stanich Group
New York
$1.46M -$270K -3,634 -17%
AWM
124
AE Wealth Management
Kansas
$1.46M -$114K -1,528 -8%
UAG
125
United Advisor Group
Ohio
$1.45M +$54.1K +727 +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.