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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
Stifel Financial
151
Stifel Financial
Missouri
$1,000K +$20.4K +250 +2%
PSF
152
Pacific Sun Financial
California
$991K -$18.3K -225 -2%
IWA
153
IBEX Wealth Advisors
New Jersey
$989K +$8.4K +103 +0.9%
JWCA
154
J.W. Cole Advisors
Florida
$984K +$51.4K +631 +6%
FSC
155
Full Sail Capital
Oklahoma
$953K
KPWS
156
Kestra Private Wealth Services
Texas
$951K +$571 +7 +0.1%
HWM
157
HRC Wealth Management
Idaho
$944K +$5.87K +72 +0.6%
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$920K +$149K +1,825 +20%
CAM
159
Cresset Asset Management
Illinois
$919K
CAL
160
Capital Analysts LLC
Pennsylvania
$912K +$15.8K +194 +2%
HIA
161
Harbor Investment Advisory
Maryland
$904K
OBWG
162
Onyx Bridge Wealth Group
New York
$897K +$884K +10,848 New
FBT
163
First Bank & Trust
South Dakota
$888K +$107K +1,312 +14%
BAM
164
Belpointe Asset Management
Nevada
$884K -$15.8K -194 -2%
Corient Private Wealth
165
Corient Private Wealth
Florida
$858K +$1.22K +15 +0.1%
WH
166
Willner & Heller
California
$832K +$11.4K +140 +1%
FA
167
Faithward Advisors
Pennsylvania
$832K +$223K +2,735 +37%
HI
168
Harbour Investments
Wisconsin
$830K +$57.9K +710 +8%
FFL
169
Financial Freedom LLC
Ohio
$811K +$897 +11 +0.1%
KW
170
Keyvantage Wealth
Pennsylvania
$808K -$10.3K -126 -1%
LG
171
LaFleur & Godfrey
Michigan
$805K +$5.71K +70 +0.7%
MWP
172
Madison Wealth Partners
Wisconsin
$795K +$24.2K +297 +3%
MAG
173
Mayfair Advisory Group
Alabama
$789K +$489 +6 +0.1%
TI
174
Truepoint Inc
Ohio
$789K +$1.39K +17 +0.2%
BWA
175
Burt Wealth Advisors
Maryland
$786K

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.