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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
HAG
151
HF Advisory Group
Maryland
$919K +$12K +157 +1%
MAG
152
Mayfair Advisory Group
Alabama
$917K +$271K +3,552 +38%
PAG
153
Private Advisory Group
Washington
$909K -$141K -1,851 -13%
PSF
154
Pacific Sun Financial
California
$904K +$24.4K +320 +3%
EA
155
Eclectic Associates
California
$902K +$963K +12,632 New
Citadel Advisors
156
Citadel Advisors
Florida
$899K +$751K +9,853 +360%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$891K -$292K -3,834 -24%
KPWS
158
Kestra Private Wealth Services
Texas
$870K +$118K +1,551 +15%
FFL
159
Financial Freedom LLC
Ohio
$865K -$562K -7,377 -38%
CIA
160
Cape Investment Advisory
Georgia
$836K -$39.7K -521 -4%
HWM
161
HRC Wealth Management
Idaho
$836K -$152K -1,994 -15%
CAL
162
Capital Analysts LLC
Pennsylvania
$834K -$14.2K -187 -2%
FSC
163
Full Sail Capital
Oklahoma
$823K
AAS
164
Asset Allocation Strategies
Michigan
$822K -$298K -3,913 -25%
Jones Financial Companies
165
Jones Financial Companies
Missouri
$799K +$488K +6,404 +133%
CAM
166
Cresset Asset Management
Illinois
$794K
Corient Private Wealth
167
Corient Private Wealth
Florida
$792K -$286K -3,755 -25%
HIA
168
Harbor Investment Advisory
Maryland
$781K
KW
169
Keyvantage Wealth
Pennsylvania
$756K -$1M -13,147 -55%
IFG
170
Independent Financial Group
California
$752K -$18.3K -240 -2%
WH
171
Willner & Heller
California
$692K +$6.86K +90 +0.9%
LG
172
LaFleur & Godfrey
Michigan
$688K +$7.77K +102 +1%
Renaissance Technologies
173
Renaissance Technologies
New York
$686K -$724K -9,500 -50%
Pathstone Holdings
174
Pathstone Holdings
New Jersey
$686K -$102K -1,338 -12%
GSC
175
G&S Capital
Colorado
$678K +$27.7K +364 +4%

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.