iShares Morningstar Mid-Cap Growth ETF
IMCG
361 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 35 funds opening new positions, 142 increasing their positions, 103 reducing their positions, and 27 closing their positions.
139% more capital inflows, than outflows
Capital inflows: $210M | Capital outflows: $87.8M
38% more repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 103
30% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 27
1% more funds holding
Funds holding: 358 → 361 (+3)
0.81% more ownership
Funds ownership: 59.99% → 60.8% (+0.81%)
0% more funds holding in top 10
Funds holding in top 10: 16 → 16 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $24K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$62.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$33.1M |
| 3 |
Elevation Capital Advisory
Bend,
Oregon
|
+$9.32M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$6.76M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$5.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GeoWealth Management
Chicago,
Illinois
|
-$13.6M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.62M |
| 3 |
Private Advisor Group
Morristown,
New Jersey
|
-$6.78M |
| 4 |
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
-$4.61M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$4.37M |
IMCG Hedge Fund Activity: Q1 2025 in Review
361 of the 7,489 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: 35 funds opened new IMCG positions and 27 closed out — a net gain of 8 holders — while 142 added to existing stakes and 103 trimmed.
The largest buyer was LPL Financial, adding an estimated $62.6M. The largest seller was GeoWealth Management, cutting an estimated $13.6M.
- 361 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q1 2025, up from 358 in Q4 2024.
- Funds reported $1.52B of iShares Morningstar Mid-Cap Growth ETF stock for Q1 2025, up 1.8% quarter-over-quarter.
- 35 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q1 2025 and 27 closed out, a net change of +8 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.