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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

354 hedge funds and large institutions have $1.51B invested in iShares Morningstar Mid-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 142 increasing their positions, 99 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
4.81%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
34
Increased
142
Reduced
99
Closed
26
Calls
–
Puts
$24K
Net Calls
-$24K
Net Calls Change
-$24K

Top Buyers

1
LPL Financial
LPL Financial
California
$144M
2
Ameriprise
Ameriprise
Minnesota
$131M
3
ECA
Elevation Capital Advisory
Oregon
$8.73M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$51.9M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$14.8M

Top Sellers

1
GM
GeoWealth Management
Illinois
$36.7K
2
Osaic Holdings
Osaic Holdings
Arizona
$32.4M
3
PAG
Private Advisor Group
New Jersey
$8.75M
4
BIP
Bouvel Investment Partners
Pennsylvania
$0
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCAMG
351
Woodard & Company Asset Management Group
North Carolina
$987 -$169K -2,399 -99%
FFA
352
Farther Finance Advisors
California
$959 – – –
MBFW
353
Morton Brown Family Wealth
Pennsylvania
$357 – – –
PWM
354
Provident Wealth Management
Tennessee
$71 – – –
AFS
355
Anderson Financial Strategies
Ohio
$71 +$71 +1 New
BIP
356
Bouvel Investment Partners
Pennsylvania
– -$4.61M -61,080 Closed
AT
357
American Trust
Kentucky
– -$3.17M -42,014 Closed
LWL
358
Leo Wealth LLC
Texas
– -$2.9M -38,388 Closed
EP
359
Essential Planning
New Hampshire
– -$2.89M -37,830 Closed
BSG
360
Black Swift Group
Colorado
– -$2.39M -31,700 Closed
TWM
361
Trinity Wealth Management
Pennsylvania
– -$1.33M -17,647 Closed
JWCA
362
J.W. Cole Advisors
Florida
– -$763K -10,101 Closed
RW
363
Rockport Wealth
Ohio
– -$693K -9,498 Closed
LWM
364
LongView Wealth Management
Georgia
– -$574K -7,603 Closed
PA
365
Promethium Advisors
Maryland
– -$415K -5,491 Closed
PPW
366
Parcion Private Wealth
Washington
– -$331K -4,377 Closed
VAMG
367
Voisard Asset Management Group
Michigan
– -$309K -4,096 Closed
MWM
368
Modern Wealth Management
Kansas
– -$245K -3,241 Closed
IAA
369
Independent Advisor Alliance
North Carolina
– -$224K -2,959 Closed
Focus Partners Wealth
370
Focus Partners Wealth
Massachusetts
– -$220K -2,918 Closed
LPFG
371
Landing Point Financial Group
Ohio
– -$215K -2,720 Closed
SWP
372
Stratos Wealth Partners
Ohio
– -$205K -2,715 Closed
EBA
373
Eagle Bay Advisors
New York
– -$181K -2,400 Closed
GIP
374
Granite Investment Partners
California
– -$167K -2,209 Closed
LDB
375
Lee, Danner & Bass
Tennessee
– -$113K -1,500 Closed
12 13 14
15
16