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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
FA
201
Flagstar Advisors
New York
$485K -$64.3K -844 -11%
ASN
202
Advisory Services Network
Georgia
$482K -$914 -12 -0.2%
EAM
203
Everstar Asset Management
North Carolina
$475K -$99.8K -1,310 -16%
AFS
204
AFG Fiduciary Services
Massachusetts
$467K
Cerity Partners
205
Cerity Partners
New York
$459K -$6.02K -79 -1%
AA
206
Addison Advisors
Vermont
$455K
CIAS
207
CFS Investment Advisory Services
New Jersey
$451K +$481K +6,319 New
FA
208
Faithward Advisors
Pennsylvania
$450K +$66.2K +869 +16%
HF
209
HRT Financial
New York
$434K +$464K +6,083 New
DIP
210
Davis Investment Partners
North Carolina
$433K
KFS
211
Kaizen Financial Strategies
California
$415K -$22.5K -295 -5%
GIA
212
Gladstone Institutional Advisory
Florida
$413K -$1.81M -23,692 -80%
AMM
213
American Money Management
California
$405K
WCM
214
WealthTrak Capital Management
Virginia
$401K -$18.7K -246 -4%
BOSSRA
215
B.O.S.S. Retirement Advisors
Utah
$396K +$423K +5,550 New
BWA
216
BlueChip Wealth Advisors
Georgia
$396K +$422K +5,539 New
CCM
217
Coldstream Capital Management
Washington
$386K
TCA
218
Transcend Capital Advisors
New Jersey
$378K +$20.3K +266 +5%
WIM
219
Westside Investment Management
California
$376K -$136K -1,789 -25%
FIA
220
Foundations Investment Advisors
Arizona
$368K -$2.5M -32,853 -86%
ML
221
McAdam LLC
Pennsylvania
$368K -$152K -1,992 -28%
CIBC Private Wealth Group
222
CIBC Private Wealth Group
Georgia
$364K +$408K +5,350 +1,338%
BEI
223
Benjamin Edwards Inc
Missouri
$359K
AT
224
Avalon Trust
New Mexico
$357K
KWM
225
Kaydan Wealth Management
Michigan
$354K

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.