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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.

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
1
LPL Financial
California
$144M
2
Ameriprise
2
Ameriprise
Minnesota
$131M
3
ECA
3
Elevation Capital Advisory
Oregon
$8.73M
4
PWM
4
PTM Wealth Management
United States
$6.73M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$51.9M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$36.7K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$32.4M
3
PAG
3
Private Advisor Group
New Jersey
$8.75M
4
BIP
4
Bouvel Investment Partners
Pennsylvania
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
IWP
26
IAG Wealth Partners
Wisconsin
$13.2M 184,465 +13,962 +8%
MTC
27
Matrix Trust Company
Colorado
$13.1M 183,907 -565 -0.3%
SCM
28
Steele Capital Management
Iowa
$13.1M 183,907 -565 -0.3%
CWM
29
Capital Wealth Management
Rhode Island
$11.5M 161,446 +5,356 +3%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$11.5M 160,911 -46,763 -23%
BFC
31
Bedel Financial Consulting
Indiana
$11M 151,151 +58,942 +64%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$10.3M 144,821 +4,641 +3%
SPC
33
Sigma Planning Corp
Michigan
$9.2M 128,755 -3,033 -2%
ES
34
Eagle Strategies
New York
$8.91M 124,753 +5,671 +5%
ERFOTCOFW
35
Employees Retirement Fund of the City of Fort Worth
Texas
$8.79M 123,000 – –
PAG
36
Private Advisor Group
New Jersey
$8.75M 122,427 -88,926 -42%
ECA
37
Elevation Capital Advisory
Oregon
$8.73M 122,260 +122,260 New
IIC
38
Integrated Investment Consultants
Michigan
$8.63M 123,849 +10,087 +9%
SCA
39
Scott Capital Advisors
Oregon
$8.61M 120,501 -1,434 -1%
MOS
40
MGO One Seven
Ohio
$8.06M 112,865 +4,059 +4%
MFG
41
Marmo Financial Group
Tennessee
$7.85M 109,953 -7,157 -6%
NFG
42
Nations Financial Group
Iowa
$7.78M 108,937 +8,162 +8%
SOWAS
43
Silver Oak Wealth Advisors Services
California
$7.31M 102,406 +851 +0.8%
Truist Financial
44
Truist Financial
North Carolina
$7.29M 102,056 -7,316 -7%
PP
45
PFS Partners
New Jersey
$6.83M 95,669 +2,026 +2%
PWM
46
PTM Wealth Management
United States
$6.73M 106,229 +106,229 New
AFG
47
Allegheny Financial Group
Pennsylvania
$6.66M 93,276 +35,156 +60%
SPIA
48
Steward Partners Investment Advisory
New York
$6.34M 88,804 +956 +1%
WTFG
49
Wood Tarver Financial Group
Idaho
$6.31M 88,343 +9,021 +11%
OC
50
Oppenheimer & Co
New York
$6.28M 87,886 -671 -0.8%
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