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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
MWM
301
MGB Wealth Management
Texas
$98.2K – – –
AWM
302
AE Wealth Management
Kansas
$93K +$94.2K +1,231 New
SS
303
Sunbelt Securities
Texas
$83.1K – – –
PA
304
Parallel Advisors
California
$83.1K – – –
BTI
305
Blue Trust Inc
Georgia
$81.6K +$82.6K +1,080 New
SIM
306
Synergy Investment Management
Florida
$74K +$75K +980 New
CAL
307
Capital Advisors Ltd
Ohio
$68K – – –
OA
308
Operose Advisors
Wisconsin
$67.1K – – –
PWA
309
Provenance Wealth Advisors
Florida
$66.9K – – –
Franklin Resources
310
Franklin Resources
California
$62.5K – – –
SJIM
311
St. Johns Investment Management
Florida
$60.4K – – –
MFT
312
Moisand Fitzgerald Tamayo
Florida
$58.5K – – –
TCM
313
TD Capital Management
Tennessee
$54.2K +$153 +2 +0.3%
OSAM
314
O'Shaughnessy Asset Management
Connecticut
$48.1K – – –
MA
315
MCF Advisors
Kentucky
$41.5K – – –
SL
316
Salomon & Ludwin
Virginia
$39K -$2.07K -27 -5%
TFGT
317
TS Financial Group (TSFG)
Illinois
$39K +$153 +2 +0.4%
RMP
318
Richards, Merrill & Peterson
Washington
$38.5K +$39K +510 New
HHGA
319
Halbert Hargrove Global Advisors
California
$37.6K +$38K +497 New
CFGS
320
Concourse Financial Group Securities
Alabama
$34.2K – – –
MHR
321
Matthew Hamilton Rosenberg
$34.1K +$34.6K +452 New
OC
322
Oakworth Capital
Alabama
$31.7K – – –
HNB
323
Huntington National Bank
Ohio
$31K – – –
CIBC Private Wealth Group
324
CIBC Private Wealth Group
Georgia
$30.6K – – –
BCWM
325
Bartlett & Co Wealth Management
Ohio
$30.2K – – –
11 12
13
14 15

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.