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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
PFS
201
Prospera Financial Services
Texas
$502K -$225K -3,026 -33%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$489K +$25.4K +341 +6%
Cerity Partners
203
Cerity Partners
New York
$488K -$24.8K -334 -5%
FA
204
Fermata Advisors
California
$486K -$90K -1,210 -17%
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$482K -$123K -1,650 -22%
GIA
206
Gladstone Institutional Advisory
Florida
$479K +$13.8K +186 +3%
WCM
207
WealthTrak Capital Management
Virginia
$459K +$8.4K +113 +2%
BWA
208
BlueChip Wealth Advisors
Georgia
$456K +$11.2K +150 +3%
ASN
209
Advisory Services Network
Georgia
$451K -$91.2K -1,226 -18%
PA
210
Pinnacle Associates
New York
$449K -$96.7K -1,300 -19%
BOSSRA
211
B.O.S.S. Retirement Advisors
Utah
$443K -$2.53K -34 -0.6%
US Bancorp
212
US Bancorp
Minnesota
$441K +$66K +887 +19%
EAM
213
Everstar Asset Management
North Carolina
$437K -$89.2K -1,200 -18%
CCM
214
Coldstream Capital Management
Washington
$425K -$8.48K -114 -2%
TCA
215
Transcend Capital Advisors
New Jersey
$424K
WIM
216
Westside Investment Management
California
$421K
KFS
217
Kaizen Financial Strategies
California
$410K -$51.4K -691 -12%
BEI
218
Benjamin Edwards Inc
Missouri
$403K +$74 +1 +0%
IA
219
IFG Advisory
Georgia
$400K +$11.8K +159 +3%
SF
220
Summit Financial
New Jersey
$398K +$369K +4,959 New
KWM
221
Kaydan Wealth Management
Michigan
$397K
ECA
222
Elevation Capital Advisory
Oregon
$394K -$8.73M -117,347 -96%
OPTFSNA
223
Old Point Trust & Financial Services N A
Virginia
$389K +$319K +4,290 +774%
LA
224
LexAurum Advisors
Kansas
$387K -$1.41K -19 -0.4%
FIA
225
Foundations Investment Advisors
Arizona
$383K -$28.2K -379 -7%

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.