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iShares Morningstar Mid-Cap Growth ETF
IMCG

356 hedge funds and large institutions have $1.49B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 141 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 19

88% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 75

33% more funds holding in top 10

Funds holding in top 10: 12 → 16 (+4)

26% more capital invested

Capital invested by funds: $1.19B → $1.49B (+$303M)

13% more funds holding

Funds holding: 316 → 356 (+40)

4.67% more ownership

Funds ownership: 55.29% → 59.96% (+4.7%)

Holders
356
Holders Change
+40
Holders Change %
+12.66%
% of All Funds
4.69%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
67
Increased
141
Reduced
75
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AI
AdvisorShares Investments
Maryland
+$41.8M
2
Osaic Holdings
Osaic Holdings
Arizona
+$23.8M
3
LPL Financial
LPL Financial
California
+$15.5M
4
Wells Fargo
Wells Fargo
California
+$14.2M
5
Ameriprise
Ameriprise
Minnesota
+$14M

Top Sellers

Rank Fund Capital Flow
1
ECA
Elevation Capital Advisory
Oregon
-$9.41M
2
KWM
Kingsview Wealth Management
Oregon
-$3.4M
3
EH
Equitable Holdings
New York
-$2.91M
4
ICMM
Integrated Capital Management (Michigan)
Michigan
-$2.44M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
251
High Falls Advisors
New York
$265K – – –
PFPT
252
Pinnacle Financial Partners (Tennessee)
Tennessee
$263K – – –
BCI
253
Brinker Capital Investments
Pennsylvania
$263K – – –
OPS
254
Orion Portfolio Solutions
Nebraska
$263K – – –
RWM
255
Revisor Wealth Management
Ohio
$262K +$256K +3,341 New
SFC
256
Strategic Financial Concepts
Texas
$262K +$19.9K +260 +8%
CAGAS
257
Capital Advisory Group Advisory Services
Minnesota
$256K +$259K +3,383 New
FA
258
FC Advisory
Pennsylvania
$255K +$612 +8 +0.2%
DC
259
Dahring Cusmano
Michigan
$255K +$258K +3,370 New
DAM
260
Delta Asset Management
Tennessee
$254K – – –
SFG
261
Sage Financial Group
Pennsylvania
$249K – – –
MWM
262
Modern Wealth Management
Kansas
$245K +$248K +3,241 New
SAW
263
Signal Advisors Wealth
Michigan
$240K -$3.9K -51 -2%
MWM
264
Maripau Wealth Management
Indiana
$240K +$244K +3,183 New
RBFC
265
Roman Butler Fullerton & Co
Missouri
$239K -$17.5K -229 -7%
QS
266
Quantitative Strategies
California
$237K +$239K +3,119 New
OIA
267
OneDigital Investment Advisors
Kansas
$237K +$77 +1 +0%
KCM
268
Kendall Capital Management
Maryland
$231K +$234K +3,061 New
PCA
269
Prosperity Capital Advisors
Ohio
$227K -$306 -4 -0.1%
MWM
270
Mascagni Wealth Management
Mississippi
$227K +$243K +3,182 New
AF
271
Allworth Financial
California
$227K -$4.05K -53 -2%
EAM
272
Evanson Asset Management
California
$227K – – –
ICMM
273
Integrated Capital Management (Michigan)
Michigan
$225K -$2.44M -31,885 -91%
SFG
274
Snider Financial Group
Washington
$224K +$227K +2,969 New
IAA
275
Independent Advisor Alliance
North Carolina
$224K +$226K +2,959 New
9 10
11
12 13

IMCG Hedge Fund Activity: Q4 2024 in Review

356 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q4 2024, worth a combined $1.49B — up 26% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new IMCG positions and 19 closed out — a net gain of 48 holders — while 141 added to existing stakes and 75 trimmed.

The largest buyer was AdvisorShares Investments, opening a new position worth an estimated $41.8M. The largest seller was Elevation Capital Advisory, exiting entirely with an estimated $9.41M sold.

  • 356 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q4 2024, up from 316 in Q3 2024.
  • Funds reported $1.49B of iShares Morningstar Mid-Cap Growth ETF stock for Q4 2024, up 26% quarter-over-quarter.
  • 67 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q4 2024 and 19 closed out, a net change of +48 holders.
  • The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q4 2024 was AdvisorShares Investments, an estimated $41.8M added.
  • The largest iShares Morningstar Mid-Cap Growth ETF seller in Q4 2024 was Elevation Capital Advisory, an estimated $9.41M sold.

Based on aggregated 13F filings for Q4 2024.