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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

359 hedge funds and large institutions have $1.69B invested in iShares Morningstar Mid-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 120 increasing their positions, 132 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+5
Holders Change %
+1.41%
% of All Funds
4.81%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
39
Increased
120
Reduced
132
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RW
Rockport Wealth
Ohio
$32.5M
2
LPL Financial
LPL Financial
California
$171M
3
AT
American Trust
Kentucky
$7.46M
4
Osaic Holdings
Osaic Holdings
Arizona
$41.4M
5
CWM
Congress Wealth Management
Massachusetts
$6.1M

Top Sellers

1
AI
AdvisorShares Investments
Maryland
$0
2
Ameriprise
Ameriprise
Minnesota
$119M
3
Wells Fargo
Wells Fargo
California
$33.1M
4
CFD
Creative Financial Designs
Indiana
$11.8M
5
ECA
Elevation Capital Advisory
Oregon
$394K
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
351
Asset Dedication LLC
California
$3.87K – – –
EWM
352
EPG Wealth Management
Georgia
$3.85K – – –
RPCA
353
Running Point Capital Advisors
California
$3.69K – – –
KFGG
354
Keystone Financial Group (Georgia)
Georgia
$3.24K – – –
PP
355
PrairieView Partners
Minnesota
$3K – – –
FFA
356
Farther Finance Advisors
California
$1.81K +$786 +10 +77%
CPBTD
357
Central Pacific Bank - Trust Division
Hawaii
$1.44K – – –
WCAMG
358
Woodard & Company Asset Management Group
North Carolina
$1.11K – – –
MBFW
359
Morton Brown Family Wealth
Pennsylvania
$401 – – –
PWM
360
Provident Wealth Management
Tennessee
$80 – – –
AI
361
AdvisorShares Investments
Maryland
– -$38.6M -537,602 Closed
PA
362
PFG Advisors
Arizona
– -$2.96M -41,391 Closed
IA
363
Integrity Alliance
Iowa
– -$1.38M -19,269 Closed
Jane Street
364
Jane Street
New York
– -$1.27M -17,829 Closed
PAG
365
Private Advisory Group
Washington
– -$909K -12,729 Closed
Citadel Advisors
366
Citadel Advisors
Florida
– -$899K -12,590 Closed
Pathstone Holdings
367
Pathstone Holdings
New Jersey
– -$686K -9,600 Closed
GSC
368
G&S Capital
Colorado
– -$678K -9,488 Closed
AFM
369
Armstrong Fleming & Moore
District of Columbia
– -$632K -8,849 Closed
QCM
370
QRG Capital Management
Illinois
– -$589K -8,242 Closed
HF
371
HRT Financial
New York
– -$434K -6,083 Closed
MCWS
372
McKinley Carter Wealth Services
West Virginia
– -$299K -4,183 Closed
PCIA
373
Prime Capital Investment Advisors
Kansas
– -$276K -3,870 Closed
FCA
374
Fortis Capital Advisors
Kansas
– -$247K -3,452 Closed
CAGAS
375
Capital Advisory Group Advisory Services
Minnesota
– -$216K -3,028 Closed
12 13 14
15
16