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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
LPL Financial
1
LPL Financial
California
$144M +$62.6M +821,692 +69%
Ameriprise
2
Ameriprise
Minnesota
$131M +$33.1M +434,630 +31%
Morgan Stanley
3
Morgan Stanley
New York
$69.3M +$4.31M +56,568 +6%
Raymond James Financial
4
Raymond James Financial
Florida
$67.4M +$2.98M +39,160 +4%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$51.9M +$6.76M +88,738 +14%
AWM
6
Avior Wealth Management
Nebraska
$43.8M +$4.2M +55,065 +10%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$43.7M +$192K +2,517 +0.4%
Wells Fargo
8
Wells Fargo
California
$42.4M +$1.66M +21,849 +4%
AAS
9
Avantax Advisory Services
Texas
$39M +$447K +5,869 +1%
AI
10
AdvisorShares Investments
Maryland
$38.6M -$696K -9,128 -2%
UBS Group
11
UBS Group
Switzerland
$34M -$46.2K -606 -0.1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$33.5M +$2.24M +29,371 +7%
Osaic Holdings
13
Osaic Holdings
Arizona
$32.4M -$8.62M -113,108 -20%
VFG
14
Victory Financial Group
Texas
$26.1M +$3.6M +47,292 +15%
Bank of America
15
Bank of America
North Carolina
$23.9M -$989K -12,984 -4%
Mariner
16
Mariner
Kansas
$23M +$3.82M +50,070 +18%
CPG
17
Cornerstone Planning Group
New Jersey
$22.9M +$1.38M +18,087 +6%
OWM
18
Orgel Wealth Management
Wisconsin
$21.4M -$931K -12,214 -4%
CFD
19
Creative Financial Designs
Indiana
$20.9M +$366K +4,804 +2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$20.3M +$2.13M +27,911 +11%
CFG
21
Cosner Financial Group
Colorado
$19.7M +$1.7M +22,245 +9%
RA
22
Rodgers & Associates
Pennsylvania
$16M +$301K +3,945 +2%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$14.8M +$5.75M +75,488 +57%
EH
24
Equitable Holdings
New York
$13.9M +$4.2M +55,074 +39%
AAP
25
Arax Advisory Partners
Colorado
$13.2M +$1.71M +22,465 +14%

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.