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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
SOS
176
Silver Oak Securities
Tennessee
$785K -$119K -1,461 -13%
AFG
177
Atomi Financial Group
New York
$774K -$366K -4,495 -32%
IWM
178
IHT Wealth Management
Illinois
$746K -$12.2K -150 -2%
AF
179
AtlasMark Financial
Texas
$745K
KCFA
180
Key Client Fiduciary Advisors
New Jersey
$736K +$87.7K +1,076 +14%
SAW
181
Signal Advisors Wealth
Michigan
$701K +$326K +4,004 +90%
MA
182
Mutual Advisors
Nebraska
$692K +$6.12K +75 +0.9%
MFF
183
Michels Family Financial
Texas
$676K -$19.3K -237 -3%
DC
184
Davenport & Co
Virginia
$668K +$295K +3,618 +81%
RI
185
Ridgewood Investments
New Jersey
$666K -$39.1K -479 -6%
AI
186
Atria Investments
North Carolina
$665K -$25.1K -308 -4%
FWP
187
Falcon Wealth Planning
California
$660K
TC
188
Trilogy Capital
California
$635K +$61.5K +754 +11%
Focus Partners Wealth
189
Focus Partners Wealth
Massachusetts
$630K +$621K +7,611 New
PAS
190
Park Avenue Securities
New York
$628K +$12.5K +153 +2%
ClearBridge Investments
191
ClearBridge Investments
New York
$625K
AA
192
Addison Advisors
Vermont
$625K -$13K -160 -2%
MCM
193
MidAtlantic Capital Management
Virginia
$592K
BCI
194
Brinker Capital Investments
Pennsylvania
$591K +$299K +3,669 +105%
GWM
195
Geneos Wealth Management
Colorado
$585K -$99.6K -1,221 -15%
AAS
196
Asset Allocation Strategies
Michigan
$576K -$231K -2,830 -29%
AssetMark Inc
197
AssetMark Inc
California
$572K +$7.66K +94 +1%
CCM
198
Coldstream Capital Management
Washington
$572K +$132K +1,620 +31%
AFS
199
AFG Fiduciary Services
Massachusetts
$556K
IA
200
IFP Advisors
Florida
$550K +$19K +233 +4%

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.