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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
IFG
151
Independent Financial Group
California
$950K +$97.5K +1,311 +12%
Stifel Financial
152
Stifel Financial
Missouri
$949K -$273K -3,671 -24%
FSC
153
Full Sail Capital
Oklahoma
$924K
CIA
154
Cape Investment Advisory
Georgia
$923K -$14.8K -199 -2%
KPWS
155
Kestra Private Wealth Services
Texas
$922K -$50.9K -685 -6%
HWM
156
HRC Wealth Management
Idaho
$909K -$27.5K -370 -3%
JWCA
157
J.W. Cole Advisors
Florida
$903K +$837K +11,258 New
CAM
158
Cresset Asset Management
Illinois
$892K
SOS
159
Silver Oak Securities
Tennessee
$878K -$159K -2,140 -16%
HIA
160
Harbor Investment Advisory
Maryland
$877K
BAM
161
Belpointe Asset Management
Nevada
$873K -$251K -3,377 -24%
CAL
162
Capital Analysts LLC
Pennsylvania
$870K -$61.9K -833 -7%
Corient Private Wealth
163
Corient Private Wealth
Florida
$831K -$54.1K -727 -7%
WH
164
Willner & Heller
California
$795K +$16.9K +227 +2%
KW
165
Keyvantage Wealth
Pennsylvania
$794K -$50.6K -680 -6%
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$792K -$394K -5,303 -35%
AAS
167
Asset Allocation Strategies
Michigan
$786K -$128K -1,715 -15%
FFL
168
Financial Freedom LLC
Ohio
$786K -$172K -2,316 -19%
LG
169
LaFleur & Godfrey
Michigan
$775K +$2.23K +30 +0.3%
MAG
170
Mayfair Advisory Group
Alabama
$765K -$246K -3,312 -26%
TI
171
Truepoint Inc
Ohio
$763K -$865K -11,636 -55%
BWA
172
Burt Wealth Advisors
Maryland
$763K +$81.9K +1,102 +13%
FBT
173
First Bank & Trust
South Dakota
$756K +$125K +1,676 +22%
HI
174
Harbour Investments
Wisconsin
$748K +$24.2K +325 +4%
MWP
175
Madison Wealth Partners
Wisconsin
$748K +$52.6K +708 +8%

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.