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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
Thrivent Financial for Lutherans
176
Thrivent Financial for Lutherans
Minnesota
$746K -$336K -4,513 -33%
IWM
177
IHT Wealth Management
Illinois
$735K
AF
178
AtlasMark Financial
Texas
$722K
FHA
179
First Horizon Advisors
Tennessee
$718K -$1.34K -18 -0.2%
MA
180
Mutual Advisors
Nebraska
$687K -$1.78K -24 -0.3%
RI
181
Ridgewood Investments
New Jersey
$685K -$62.2K -836 -9%
MFF
182
Michels Family Financial
Texas
$674K -$8.25K -111 -1%
AI
183
Atria Investments
North Carolina
$670K +$74.8K +1,006 +14%
GWM
184
Geneos Wealth Management
Colorado
$665K -$455K -6,122 -42%
FWP
185
Falcon Wealth Planning
California
$640K -$1.64K -22 -0.3%
KCFA
186
Key Client Fiduciary Advisors
New Jersey
$627K +$30.4K +409 +6%
AA
187
Addison Advisors
Vermont
$619K +$99.6K +1,340 +21%
VIPI
188
Vista Investment Partners II
Indiana
$607K +$563K +7,566 New
ClearBridge Investments
189
ClearBridge Investments
New York
$606K
PAS
190
Park Avenue Securities
New York
$597K -$16.1K -217 -3%
FA
191
Faithward Advisors
Pennsylvania
$587K +$75.9K +1,021 +16%
WMWM
192
Whitaker-Myers Wealth Managers
Ohio
$578K -$32.9K -442 -6%
MCM
193
MidAtlantic Capital Management
Virginia
$574K
TC
194
Trilogy Capital
California
$556K +$515K +6,925 New
AssetMark Inc
195
AssetMark Inc
California
$547K +$147K +1,983 +41%
AFS
196
AFG Fiduciary Services
Massachusetts
$541K
FA
197
Flagstar Advisors
New York
$523K -$20.4K -275 -4%
IA
198
IFP Advisors
Florida
$514K -$764K -10,280 -62%
CIAS
199
CFS Investment Advisory Services
New Jersey
$506K -$520 -7 -0.1%
DIP
200
Davis Investment Partners
North Carolina
$505K

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.