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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

356 hedge funds and large institutions have $1.68B invested in iShares Morningstar Mid-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 119 increasing their positions, 131 reducing their positions, and 29 closing their positions.

Holders
356
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
4.78%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
38
Increased
119
Reduced
131
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RW
1
Rockport Wealth
Ohio
$32.5M
2
LPL Financial
2
LPL Financial
California
$171M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$41.4M
4
CWM
4
Congress Wealth Management
Massachusetts
$6.1M
5
AAP
5
Arax Advisory Partners
Colorado
$20.5M

Top Sellers

1
AI
1
AdvisorShares Investments
Maryland
$0
2
Ameriprise
2
Ameriprise
Minnesota
$119M
3
Wells Fargo
3
Wells Fargo
California
$33.1M
4
CFD
4
Creative Financial Designs
Indiana
$11.8M
5
ECA
5
Elevation Capital Advisory
Oregon
$394K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$15.1M 187,680 +26,769 +17%
SCM
27
Steele Capital Management
Iowa
$14.9M 186,218 +2,311 +1%
MTC
28
Matrix Trust Company
Colorado
$14.9M 186,218 +2,311 +1%
CWM
29
Capital Wealth Management
Rhode Island
$13.8M 172,391 +10,945 +7%
BFC
30
Bedel Financial Consulting
Indiana
$12.1M 151,145 -6 -0%
CFD
31
Creative Financial Designs
Indiana
$11.8M 146,812 -145,824 -50%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$11.2M 139,361 -5,460 -4%
ES
33
Eagle Strategies
New York
$10.9M 136,006 +11,253 +9%
SPC
34
Sigma Planning Corp
Michigan
$10.6M 131,523 +2,768 +2%
PAG
35
Private Advisor Group
New Jersey
$10.5M 130,413 +7,986 +7%
AFG
36
Allegheny Financial Group
Pennsylvania
$10.3M 128,055 +34,779 +37%
SCA
37
Scott Capital Advisors
Oregon
$9.75M 120,266 -235 -0.2%
PWM
38
PTM Wealth Management
United States
$9.7M 119,309 +13,080 +12%
IIC
39
Integrated Investment Consultants
Michigan
$9.6M 122,662 -1,187 -1%
NFG
40
Nations Financial Group
Iowa
$9.06M 112,897 +3,960 +4%
MFG
41
Marmo Financial Group
Tennessee
$8.95M 111,569 +1,616 +1%
ERFOTCOFW
42
Employees Retirement Fund of the City of Fort Worth
Texas
$8.79M 123,000 – –
Truist Financial
43
Truist Financial
North Carolina
$7.79M 97,082 -4,974 -5%
PP
44
PFS Partners
New Jersey
$7.73M 96,377 +708 +0.7%
MOS
45
MGO One Seven
Ohio
$7.65M 95,356 -17,509 -16%
SPIA
46
Steward Partners Investment Advisory
New York
$7.6M 94,763 +5,959 +7%
WTFG
47
Wood Tarver Financial Group
Idaho
$7.43M 92,614 +4,271 +5%
TF
48
Tandem Financial
Colorado
$7.15M 89,169 +22,741 +34%
OC
49
Oppenheimer & Co
New York
$7.03M 87,639 -247 -0.3%
MML Investors Services
50
MML Investors Services
Massachusetts
$7.03M 87,601 +25,252 +41%
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