iShares Morningstar Mid-Cap Growth

IMCG • ARCA

iShares Morningstar Mid-Cap Growth is an exchange-traded fund on ARCA. As of Q3 2025, 355 institutional investors hold shares in this ETF, with total holdings valued at $2.0B. VANTAGEPOINT INVESTMENT ADVISERS LLC is the largest holder with a position valued at $257.9M.

Overview

Overview of institutional ownership in IMCG as of Q3 2025

All Institutions

Institutions: 355
Value Held: $2.0B
Shares Held: 24.8M
Avg Position: $5.8M
Median Position: $736.0K

Hedge Funds

Hedge Funds: 3
Value Held: $1.1M
Shares Held: 13.5K
Avg Position: $371.8K
Median Position: $450.9K

Biggest Investors

Institutions with the largest positions in IMCG as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	-	$257.9M 2.11% of portfolio	3.1M shares	Q3 2025 Held for 2 months	$12.2B
L LPL Financial LLC Institution	-	$189.3M 0.06% of portfolio	2.3M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$119.6M 0.03% of portfolio	1.4M shares	≤ Q2 2013 Held for 12y 5m+	$433.11B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$86.4M 0.01% of portfolio	1.0M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$83.0M 0.03% of portfolio	1.0M shares	Q4 2024 Held for 11 months	$310.43B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$70.5M 0.08% of portfolio	852.0K shares	Q2 2020 Held for 5y 5m	$85.4B
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	-	$66.6M 0.04% of portfolio	805.0K shares	Q3 2018 Held for 7y 2m	$149.83B
Nelson, Van Denburg & Campbell Wealth Management Group, LLC RIA/Wealth	Britt Edward Campbell CEO	$52.6M 1.69% of portfolio	635.3K shares	Q4 2023 Held for 1y 11m	$3.1B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$51.6M 0.07% of portfolio	623.8K shares	Q4 2017 Held for 7y 11m	$71.1B
A Advisor Group Holdings, Inc. Institution	-	$42.9M 0.06% of portfolio	521.8K shares	Q1 2020 Held for 5y 8m	$71.0B

Net Capital Flow

Institutional buying and selling activity for IMCG in Q3 2025

Traded: +$367.7M
Buyers: 191
Sellers: 114
Total Bought: +$426.3M
Total Sold: −$58.5M
Avg Position: $5.4M

Biggest Buyers

Institution	Net Bought	Current Position
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	+$257.9M +3.1M shares	$257.9M 3.1M shares
Cetera Investment Advisers RIA/Wealth	+$43.1M +520.5K shares	$70.5M 852.0K shares
L LPL Financial LLC Institution	+$12.8M +154.8K shares	$189.3M 2.3M shares
BANK OF AMERICA CORP /DE/ Institution	+$12.5M +151.5K shares	$37.4M 452.4K shares
A Advisor Group Holdings, Inc. Institution	+$9.8M +119.7K shares	$42.9M 521.8K shares
E Elevation Capital Advisory, LLC RIA/Wealth	+$7.3M +88.5K shares	$7.7M 93.4K shares
ECLECTIC ASSOCIATES INC /ADV RIA/Wealth	+$6.0M +72.6K shares	$11.3M 136.2K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	+$6.0M +72.2K shares	$6.0M 72.2K shares
Vestmark Advisory Solutions, Inc. Fund of Funds	+$5.9M +71.2K shares	$5.9M 71.2K shares
S STEINBERGANNA WEALTH MANAGEMENT RIA/Wealth	+$4.8M +58.0K shares	$4.8M 58.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
SRS Capital Advisors, Inc. RIA/Wealth	−$20.5M −255.6K shares	Sold Off 0 shares
Marmo Financial Group, LLC RIA/Wealth	−$5.8M −70.1K shares	$3.4M 41.4K shares
R ROYAL BANK OF CANADA Institution	−$5.3M −63.7K shares	$26.0M 313.7K shares
AMERIPRISE FINANCIAL INC Institution	−$3.4M −41.4K shares	$119.6M 1.4M shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	−$3.0M −37.3K shares	Sold Off 0 shares
L Leo Wealth, LLC Institution	−$2.9M −36.3K shares	Sold Off 0 shares
Global Retirement Partners, LLC RIA/Wealth	−$1.5M −17.8K shares	$1.7M 21.1K shares
Lloyd Advisory Services, LLC. RIA/Wealth	−$1.4M −18.0K shares	Sold Off 0 shares
OPPENHEIMER & CO INC RIA/Wealth	−$1.2M −14.6K shares	$6.0M 73.0K shares
Employees' Retirement Fund of the City of Fort Worth RIA/Wealth	−$876.9K −10.6K shares	$9.3M 112.4K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IMCG in Q3 2025

New Positions: 17
New Value: $268.8M
Exited Positions: 28
Exited Value: $32.1M

New Positions

Institution	Position Value
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	$257.9M 3.1M shares
S STEINBERGANNA WEALTH MANAGEMENT RIA/Wealth	$4.8M 58.0K shares
B Buck Wealth Strategies, LLC RIA/Wealth	$1.5M 18.6K shares
E Equity Wealth Partners, LLC RIA/Wealth	$1.5M 17.8K shares
O Onyx Bridge Wealth Group LLC RIA/Wealth	$897.4K 10.8K shares
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors RIA/Wealth	$503.7K 6.1K shares
Edge Financial Advisors LLC RIA/Wealth	$349.3K 4.2K shares
CHILTON CAPITAL MANAGEMENT LLC RIA/Wealth	$306.8K 3.7K shares
S STUDIO INVESTMENT MANAGEMENT LLC RIA/Wealth	$224.4K 2.7K shares
Triangle Securities Wealth Management RIA/Wealth	$212.8K 2.6K shares

Exited Positions

Institution	Previous Position
SRS Capital Advisors, Inc. RIA/Wealth	$20.5M 255.6K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$3.0M 37.3K shares
L Leo Wealth, LLC Institution	$2.9M 36.3K shares
Lloyd Advisory Services, LLC. RIA/Wealth	$1.4M 18.0K shares
VISTA INVESTMENT PARTNERS II, LLC RIA/Wealth	$607.0K 7.6K shares
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth	$442.5K 5.5K shares
Foundations Investment Advisors, LLC RIA/Wealth	$383.0K 4.8K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$304.9K 3.8K shares
R Rede Wealth, LLC RIA/Wealth	$303.8K 3.8K shares
W WOLVERINE TRADING, LLC Institution	$261.4K 3.3K shares

Options Activity

Institutions with the largest Call and Put options positions in IMCG as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IMCG as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Fortitude Financial, LLC RIA/Wealth	Sanjiv Kumar Founder	16.04% $14.1M	169.5K shares	Q2 2025 Held for 5 months	$87.7M
Cosner Financial Group, LLC RIA/Wealth	Ryan Patrick Cosner Managing Partner	12.02% $22.2M	268.6K shares	Q2 2023 Held for 2y 5m	$184.8M
Rockport Wealth LLC RIA/Wealth	Adam Richard Stalnaker Managing Partner	6.81% $33.4M	404.2K shares	Q1 2024 Held for 1y 8m	$491.3M
PTM WEALTH MANAGEMENT, LLC RIA/Wealth	Paul Thomas Murray President	6.13% $10.2M	123.0K shares	Q1 2025 Held for 8 months	$167.2M
CAPITAL WEALTH MANAGEMENT, LLC RIA/Wealth	Lee Alan Duckworth CEO	5.10% $14.6M	177.1K shares	Q3 2019 Held for 6y 2m	$287.4M
Employees' Retirement Fund of the City of Fort Worth RIA/Wealth	Sanjiv Kumar Founder	5.04% $9.3M	112.4K shares	Q3 2023 Held for 2y 2m	$184.3M
Cornerstone Planning Group LLC RIA/Wealth	Christopher Kendall Abts President	4.81% $29.4M	361.0K shares	Q2 2023 Held for 2y 5m	$611.7M
VICTORY FINANCIAL GROUP, LLC RIA/Wealth	Jeffrey Wayne Davidson Founder	4.71% $34.1M	412.5K shares	Q4 2024 Held for 11 months	$724.8M
Ipsen Advisor Group LLC RIA/Wealth	Loren Marshall Ipsen CEO	4.68% $6.5M	78.6K shares	Q4 2024 Held for 11 months	$139.0M
SILVER OAK WEALTH ADVISORS SERVICES, LLC RIA/Wealth	Shufan Nmi Cao CEO	4.67% $7.1M	85.7K shares	Q4 2024 Held for 11 months	$151.8M

Hedge Fund Spotlight

Discover hedge funds investing in IMCG

Fermata Advisors, LLC

Hedge Fund • Sector

Portfolio ManagerNelson Moonhun Seo

Portfolio Value: $371.6M
Positions: 207
Last Reported: Q3 2025

Sector Allocation

Position in iShares Morningstar Mid-Cap Growth

Market Value: $455.6K
Shares Held: 5.5K
Portfolio Weight: 0.12%
Owned Since: 2021-Q3

Top Holding	Sector	Market Value	Weight
1 Apple AAPL	Consumer Electronics Technology	$13.6M	3.67%
2 JPMorgan Equity Premium Income JEPI	ETF ETF	$13.1M	3.53%
3 Dimensional International Core Equity Market DFAI	ETF ETF	$12.7M	3.43%