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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

354 hedge funds and large institutions have $1.51B 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, 99 reducing their positions, and 26 closing their positions.

Holders
354
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
4.81%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
34
Increased
142
Reduced
99
Closed
26
Calls
–
Puts
$24K
Net Calls
-$24K
Net Calls Change
-$24K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$144M
2
Ameriprise
2
Ameriprise
Minnesota
$131M
3
ECA
3
Elevation Capital Advisory
Oregon
$8.73M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$51.9M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$14.8M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$36.7K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$32.4M
3
PAG
3
Private Advisor Group
New Jersey
$8.75M
4
BIP
4
Bouvel Investment Partners
Pennsylvania
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
226
IFG Advisory
Georgia
$345K 4,826 -2,623 -35%
LWM
227
Liberty Wealth Management
California
$338K 4,728 +7 +0.1%
UIM
228
Unified Investment Management
Georgia
$337K 4,713 -9 -0.2%
US Bancorp
229
US Bancorp
Minnesota
$329K 4,606 -41 -0.9%
MIC
230
Means Investment Company
Maine
$328K 4,598 -936 -17%
MCM
231
MAI Capital Management
Ohio
$328K 4,593 -553 -11%
AMG
232
Asset Management Group
Connecticut
$323K 4,528 +8 +0.2%
HNWAG
233
High Net Worth Advisory Group
Florida
$321K 4,500 – –
JAG
234
Journey Advisory Group
Kentucky
$313K 4,385 – –
LFG
235
Larson Financial Group
Missouri
$309K 4,329 – –
NWM
236
Nova Wealth Management
Florida
$309K 4,319 +4,219 +4,219%
MCWS
237
McKinley Carter Wealth Services
West Virginia
$299K 4,183 -2 -0%
SWM
238
Silverlake Wealth Management
Vermont
$298K 4,169 +1,273 +44%
RWM
239
Revisor Wealth Management
Ohio
$297K 4,153 +812 +24%
AAS
240
Ameritas Advisory Services
Nebraska
$296K 4,111 -38 -0.9%
PTC
241
Private Trust Company
Ohio
$286K 4,003 +1,839 +85%
CA
242
Clearstead Advisors
Ohio
$278K 3,891 – –
NCMW
243
Northern Capital Management (Washington)
Washington
$277K 3,880 – –
GS
244
GWN Securities
Florida
$277K 3,878 +3,878 New
DAS
245
Dynamic Advisor Solutions
Arizona
$277K 3,874 +314 +9%
PCIA
246
Prime Capital Investment Advisors
Kansas
$276K 3,870 +3,870 New
HFW
247
Horizon Family Wealth
Illinois
$274K 3,838 -1,063 -22%
CAS
248
Coppell Advisory Solutions
Texas
$271K 2,989 +1,010 +51%
RW
249
Rede Wealth
Virginia
$270K 3,786 – –
SAW
250
Signal Advisors Wealth
Michigan
$270K 3,778 +595 +19%
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