IMCG icon

iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

356 hedge funds and large institutions have $1.68B invested in iShares Morningstar Mid-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 119 increasing their positions, 131 reducing their positions, and 29 closing their positions.

Holders
356
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
4.78%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
38
Increased
119
Reduced
131
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RW
1
Rockport Wealth
Ohio
$32.5M
2
LPL Financial
2
LPL Financial
California
$171M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$41.4M
4
CWM
4
Congress Wealth Management
Massachusetts
$6.1M
5
AAP
5
Arax Advisory Partners
Colorado
$20.5M

Top Sellers

1
AI
1
AdvisorShares Investments
Maryland
$0
2
Ameriprise
2
Ameriprise
Minnesota
$119M
3
Wells Fargo
3
Wells Fargo
California
$33.1M
4
CFD
4
Creative Financial Designs
Indiana
$11.8M
5
ECA
5
Elevation Capital Advisory
Oregon
$394K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$171M 2,133,487 +122,203 +6%
Ameriprise
2
Ameriprise
Minnesota
$119M 1,487,645 -340,900 -19%
Morgan Stanley
3
Morgan Stanley
New York
$81.4M 1,014,690 +43,998 +5%
Raymond James Financial
4
Raymond James Financial
Florida
$78M 972,592 +29,655 +3%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$62.7M 781,778 +55,009 +8%
AWM
6
Avior Wealth Management
Nebraska
$51M 635,237 +22,204 +4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$49.2M 613,744 +1,371 +0.2%
AAS
8
Avantax Advisory Services
Texas
$43.4M 541,319 -4,803 -0.9%
Osaic Holdings
9
Osaic Holdings
Arizona
$41.4M 546,290 +92,792 +20%
UBS Group
10
UBS Group
Switzerland
$35.2M 439,102 -37,013 -8%
Wells Fargo
11
Wells Fargo
California
$33.1M 412,119 -182,119 -31%
RW
12
Rockport Wealth
Ohio
$32.5M 405,015 +405,015 New
VFG
13
Victory Financial Group
Texas
$31.1M 387,221 +21,588 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$30.3M 377,337 -91,361 -19%
CPG
15
Cornerstone Planning Group
New Jersey
$28.7M 354,086 +24,919 +8%
Mariner
16
Mariner
Kansas
$27.6M 344,483 +22,842 +7%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$26.6M 331,524 +47,045 +17%
Bank of America
18
Bank of America
North Carolina
$24.1M 300,933 -33,717 -10%
OWM
19
Orgel Wealth Management
Wisconsin
$23.7M 295,906 -4,152 -1%
CFG
20
Cosner Financial Group
Colorado
$22M 273,347 -2,470 -0.9%
AAP
21
Arax Advisory Partners
Colorado
$20.5M 255,590 +70,371 +38%
RA
22
Rodgers & Associates
Pennsylvania
$18.1M 226,108 +2,687 +1%
EH
23
Equitable Holdings
New York
$16.4M 204,815 +9,685 +5%
IWP
24
IAG Wealth Partners
Wisconsin
$15.7M 195,304 +10,839 +6%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$15.4M 192,487 -14,750 -7%
1
2 3 4 5