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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
Cerity Partners
201
Cerity Partners
New York
$546K +$42K +515 +8%
WMWM
202
Whitaker-Myers Wealth Managers
Ohio
$546K -$49.2K -603 -8%
FA
203
Flagstar Advisors
New York
$538K -$897 -11 -0.2%
PFS
204
Prospera Financial Services
Texas
$537K +$19.6K +240 +4%
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$536K +$38.2K +469 +8%
DIP
206
Davis Investment Partners
North Carolina
$519K
CIAS
207
CFS Investment Advisory Services
New Jersey
$518K -$6.52K -80 -1%
BCA
208
Bay Colony Advisors
Massachusetts
$504K +$496K +6,089 New
MWM
209
Maripau Wealth Management
Indiana
$489K +$120K +1,475 +33%
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$489K -$15K -184 -3%
WCM
211
WealthTrak Capital Management
Virginia
$480K +$6.52K +80 +1%
FFA
212
Farther Finance Advisors
California
$480K +$471K +5,775 +25,109%
GIA
213
Gladstone Institutional Advisory
Florida
$470K -$23.2K -284 -5%
PA
214
Pinnacle Associates
New York
$463K
FA
215
Fermata Advisors
California
$456K -$44.8K -550 -9%
ASN
216
Advisory Services Network
Georgia
$455K -$1.88K -23 -0.4%
EAM
217
Everstar Asset Management
North Carolina
$451K
KFS
218
Kaizen Financial Strategies
California
$445K +$33.4K +410 +8%
TCA
219
Transcend Capital Advisors
New Jersey
$438K
WIM
220
Westside Investment Management
California
$434K
LA
221
LexAurum Advisors
Kansas
$427K +$27.6K +338 +7%
SF
222
Summit Financial
New Jersey
$421K +$10.8K +133 +3%
IA
223
IFG Advisory
Georgia
$418K +$5.3K +65 +1%
BEI
224
Benjamin Edwards Inc
Missouri
$415K +$82 +1 +0%
LWM
225
Liberty Wealth Management
California
$410K +$17.9K +220 +5%

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.