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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
GEA
326
Glen Eagle Advisors
New Jersey
$29.8K +$7.65K +100 +34%
KBFS
327
Kohmann Bosshard Financial Services
Ohio
$27.2K +$27.5K +360 New
AIC
328
Archer Investment Corporation
Indiana
$25.8K – – –
CPA
329
Compass Planning Associates
Massachusetts
$21.6K +$21.9K +286 New
ACA
330
Aptus Capital Advisors
Alabama
$20.8K – – –
EWP
331
Elevation Wealth Partners
California
$19.2K +$19.3K +252 +8,400%
MSG
332
Main Street Group
Virginia
$18.1K +$77 +1 +0.4%
WT
333
Whittier Trust
California
$18.1K – – –
EB
334
Eastern Bank
Massachusetts
$16.8K – – –
FDCDDQ
335
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.9K – – –
NP
336
NorthRock Partners
Minnesota
$13.7K +$13.9K +182 New
S
337
SignatureFD
Georgia
$9.97K – – –
GJIA
338
Glass Jacobson Investment Advisors
Maryland
$9.52K +$7.96K +104 +473%
CMA
339
Cedar Mountain Advisors
Oregon
$9.14K – – –
GWSG
340
GPS Wealth Strategies Group
Colorado
$8.54K – – –
Russell Investments Group
341
Russell Investments Group
United Kingdom
$8.02K – – –
EWA
342
EverSource Wealth Advisors
Alabama
$7.93K – – –
NWM
343
Nova Wealth Management
Florida
$7.55K +$7.65K +100 New
KFI
344
Key Financial Inc
Pennsylvania
$7.25K – – –
SWM
345
Spire Wealth Management
Virginia
$7.1K – – –
ADL
346
Asset Dedication LLC
California
$3.63K – – –
EWM
347
EPG Wealth Management
Georgia
$3.63K – – –
RPCA
348
Running Point Capital Advisors
California
$3.47K – – –
PP
349
PrairieView Partners
Minnesota
$3K – – –
KFGG
350
Keystone Financial Group (Georgia)
Georgia
$2.99K +$3.06K +40 New
12 13
14
15 16

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.