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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
ML
126
McAdam LLC
Pennsylvania
$1.63M +$12.4K +152 +0.8%
Jones Financial Companies
127
Jones Financial Companies
Missouri
$1.57M +$124K +1,519 +9%
DAS
128
Diversify Advisory Services
Utah
$1.57M +$200K +2,459 +15%
SG
129
Stanich Group
New York
$1.55M +$48.8K +599 +3%
NA
130
Nottingham Advisors
New York
$1.55M
BWS
131
Buck Wealth Strategies
Colorado
$1.54M +$1.52M +18,601 New
PPWM
132
Perissos Private Wealth Management
Oklahoma
$1.5M -$28.2K -346 -2%
JSA
133
Jim Saulnier & Associates
Colorado
$1.48M -$128K -1,567 -8%
EWP
134
Equity Wealth Partners
Missouri
$1.47M +$1.45M +17,828 New
AWM
135
Axxcess Wealth Management
California
$1.44M +$30.9K +379 +2%
CAAS
136
Capital Asset Advisory Services
Michigan
$1.44M +$26.2K +321 +2%
NP
137
Nilsine Partners
Colorado
$1.43M +$34.5K +423 +3%
MCC
138
Money Concepts Capital
Florida
$1.4M -$22.3K -274 -2%
Citigroup
139
Citigroup
New York
$1.26M -$29.6K -363 -2%
NCM
140
Neumann Capital Management
California
$1.25M
CIC
141
Carnegie Investment Counsel
Ohio
$1.25M -$1.22K -15 -0.1%
HAG
142
HF Advisory Group
Maryland
$1.23M +$101K +1,237 +9%
KAS
143
KPP Advisory Services
Kentucky
$1.23M -$1.47K -18 -0.1%
IC
144
IEQ Capital
California
$1.2M +$82 +1 +0%
OIA
145
OneDigital Investment Advisors
Kansas
$1.18M -$80K -981 -6%
RIA
146
Regal Investment Advisors
Michigan
$1.16M +$84.8K +1,040 +8%
IFG
147
Independent Financial Group
California
$1.12M +$140K +1,714 +14%
SC
148
Savant Capital
Illinois
$1.12M -$171K -2,097 -13%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$1.04M +$29.9K +367 +3%
AF
150
Advisornet Financial
Minnesota
$1.01M -$248K -3,039 -20%

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.