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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
VIA
1
Vantagepoint Investment Advisers
District of Columbia
$258M +$254M +3,117,331 New
LPL Financial
2
LPL Financial
California
$189M +$12.6M +154,801 +7%
Ameriprise
3
Ameriprise
Minnesota
$120M -$3.38M -41,402 -3%
Morgan Stanley
4
Morgan Stanley
New York
$86.4M +$2.45M +30,082 +3%
Raymond James Financial
5
Raymond James Financial
Florida
$83M +$2.49M +30,585 +3%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$70.5M +$42.4M +520,460 +157%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$66.6M +$1.89M +23,205 +3%
AWM
8
Avior Wealth Management
Nebraska
$52.6M +$1.71K +21 +0%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$51.6M +$820K +10,057 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$42.9M +$9.76M +119,653 +30%
UBS Group
11
UBS Group
Switzerland
$38.4M +$2.09M +25,643 +6%
Bank of America
12
Bank of America
North Carolina
$37.4M +$12.4M +151,487 +50%
Wells Fargo
13
Wells Fargo
California
$35.1M +$1.02M +12,540 +3%
VFG
14
Victory Financial Group
Texas
$34.1M +$2.06M +25,240 +7%
RW
15
Rockport Wealth
Ohio
$33.4M -$69.2K -849 -0.2%
Mariner
16
Mariner
Kansas
$29.9M +$1.41M +17,271 +5%
CPG
17
Cornerstone Planning Group
New Jersey
$29.4M +$564K +6,914 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$26M -$5.19M -63,652 -17%
OWM
19
Orgel Wealth Management
Wisconsin
$24M -$464K -5,688 -2%
CFG
20
Cosner Financial Group
Colorado
$22.2M -$389K -4,767 -2%
RA
21
Rodgers & Associates
Pennsylvania
$18.7M +$9.54K +117 +0.1%
EH
22
Equitable Holdings
New York
$17.7M +$790K +9,689 +5%
IWP
23
IAG Wealth Partners
Wisconsin
$17.4M +$1.25M +15,358 +8%
SCM
24
Steele Capital Management
Iowa
$16.7M +$1.27M +15,622 +8%
MTC
25
Matrix Trust Company
Colorado
$16.7M +$1.27M +15,622 +8%

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.