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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
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$2.34M +$1.5M +18,418 +187%
SA
102
Sovran Advisors
California
$2.28M -$430K -5,274 -16%
IWC
103
Integrated Wealth Concepts
Massachusetts
$2.26M +$487K +5,979 +28%
GIA
104
GHP Investment Advisors
Colorado
$2.24M -$30K -368 -1%
AWM
105
Accel Wealth Management
Iowa
$2.2M +$474K +5,808 +28%
Betterment LLC
106
Betterment LLC
New York
$2.09M +$61.8K +758 +3%
William Blair & Company
107
William Blair & Company
Illinois
$2.07M -$465K -5,698 -19%
AWA
108
Arete Wealth Advisors
Illinois
$1.98M -$171K -2,101 -8%
UAG
109
United Advisor Group
Ohio
$1.95M +$446K +5,465 +30%
CMP
110
Courage Miller Partners
Virginia
$1.91M -$195K -2,394 -9%
HAIM
111
Hunter Associates Investment Management
Pennsylvania
$1.87M -$93.8K -1,150 -5%
SWP
112
Sagespring Wealth Partners
Tennessee
$1.85M -$5.05K -62 -0.3%
Goldman Sachs
113
Goldman Sachs
New York
$1.85M
FFN
114
Focus Financial Network
Minnesota
$1.84M +$53.6K +658 +3%
HH
115
Hilltop Holdings
Texas
$1.82M -$13.5K -165 -0.7%
NWM
116
Nova Wealth Management
Florida
$1.81M +$464K +5,685 +35%
AFP
117
Ausdal Financial Partners
Iowa
$1.81M +$66.9K +820 +4%
LSWP
118
Liberty Square Wealth Partners
Pennsylvania
$1.76M +$408 +5 +0%
GRP
119
Global Retirement Partners
California
$1.74M -$1.45M -17,775 -46%
PIAS
120
PCA Investment Advisory Services
Ohio
$1.73M +$268K +3,289 +19%
BF
121
Bonfire Financial
Colorado
$1.72M -$76.2K -934 -4%
Comerica Bank
122
Comerica Bank
Texas
$1.65M +$21.8K +267 +1%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$1.65M
HIS
124
Horizon Investment Services
Indiana
$1.64M +$15K +184 +0.9%
OPTFSNA
125
Old Point Trust & Financial Services N A
Virginia
$1.63M +$1.22M +14,910 +308%

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.