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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

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

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
Focus Partners Wealth
276
Focus Partners Wealth
Massachusetts
$220K +$223K +2,918 New
BWL
277
Bogart Wealth LLC
Virginia
$220K +$230 +3 +0.1%
SWM
278
Silverlake Wealth Management
Vermont
$219K +$222K +2,896 New
RIP
279
RAM Investment Partners
Washington
$216K – – –
LPFG
280
Landing Point Financial Group
Ohio
$215K +$208K +2,720 New
MWM
281
Mosley Wealth Management
California
$212K -$4.67K -61 -2%
IWN
282
Independent Wealth Network
Iowa
$210K +$213K +2,781 New
Citadel Advisors
283
Citadel Advisors
Florida
$207K -$117K -1,524 -36%
SWP
284
Stratos Wealth Partners
Ohio
$205K +$208K +2,715 New
WCAMG
285
Woodard & Company Asset Management Group
North Carolina
$182K -$5.51K -72 -3%
EBA
286
Eagle Bay Advisors
New York
$181K – – –
PB
287
Pinnacle Bancorp
Nebraska
$170K +$173K +2,255 New
GIP
288
Granite Investment Partners
California
$167K +$169K +2,209 New
PTC
289
Private Trust Company
Ohio
$163K +$24.1K +315 +17%
CSB
290
City State Bank
Iowa
$162K – – –
TLA
291
Tanglewood Legacy Advisors
Texas
$158K +$160K +2,094 New
CAS
292
Coppell Advisory Solutions
Texas
$150K +$151K +1,979 New
SAM
293
Smartleaf Asset Management
Massachusetts
$147K +$4.82K +63 +3%
BTD
294
BankPlus Trust Department
Mississippi
$132K +$134K +1,752 New
NB
295
NBT Bank
New York
$125K – – –
BCMLT
296
Beacon Capital Management LLC (Tennessee)
Tennessee
$116K – – –
LDB
297
Lee, Danner & Bass
Tennessee
$113K +$115K +1,500 New
FP
298
Financial Perspectives
Minnesota
$105K +$230 +3 +0.2%
CJ
299
Caitlin John
Michigan
$104K -$77 -1 -0.1%
CF
300
Centaurus Financial
California
$103K +$104K +1,360 New
10 11
12
13 14

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.