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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
LAS
126
Lloyd Advisory Services
Georgia
$1.45M -$96K -1,291 -7%
PIAS
127
PCA Investment Advisory Services
Ohio
$1.42M -$8.85K -119 -0.7%
Jones Financial Companies
128
Jones Financial Companies
Missouri
$1.41M +$479K +6,446 +58%
MCC
129
Money Concepts Capital
Florida
$1.38M +$17.9K +241 +1%
CAAS
130
Capital Asset Advisory Services
Michigan
$1.37M -$33.1K -445 -3%
AWM
131
Axxcess Wealth Management
California
$1.37M -$31.9K -429 -2%
NP
132
Nilsine Partners
Colorado
$1.36M +$64.1K +862 +5%
DAS
133
Diversify Advisory Services
Utah
$1.35M -$51.3K -690 -4%
Mercer Global Advisors
134
Mercer Global Advisors
Colorado
$1.3M +$59.9K +805 +5%
NWM
135
Nova Wealth Management
Florida
$1.3M +$881K +11,849 +274%
Citigroup
136
Citigroup
New York
$1.25M -$82.2K -1,106 -7%
SC
137
Savant Capital
Illinois
$1.25M -$17.8K -239 -2%
AF
138
Advisornet Financial
Minnesota
$1.23M -$324K -4,359 -22%
OIA
139
OneDigital Investment Advisors
Kansas
$1.22M +$120K +1,613 +12%
CIC
140
Carnegie Investment Counsel
Ohio
$1.21M -$9.52K -128 -0.8%
NCM
141
Neumann Capital Management
California
$1.21M
KAS
142
KPP Advisory Services
Kentucky
$1.19M +$509K +6,845 +85%
AWS
143
Atria Wealth Solutions
New York
$1.19M +$47.4K +638 +4%
IC
144
IEQ Capital
California
$1.17M
AFG
145
Atomi Financial Group
New York
$1.11M -$79.6K -1,070 -7%
HAG
146
HF Advisory Group
Maryland
$1.1M +$60.4K +812 +6%
RIA
147
Regal Investment Advisors
Michigan
$1.05M +$415K +5,579 +75%
PSF
148
Pacific Sun Financial
California
$979K -$34.2K -460 -4%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$978K -$21.8K -293 -2%
IWA
150
IBEX Wealth Advisors
New Jersey
$951K -$637K -8,572 -42%

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.