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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 %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$15.1M +$2.15M +26,769 +17%
SCM
27
Steele Capital Management
Iowa
$14.9M +$185K +2,311 +1%
MTC
28
Matrix Trust Company
Colorado
$14.9M +$185K +2,311 +1%
CWM
29
Capital Wealth Management
Rhode Island
$13.8M +$878K +10,945 +7%
BFC
30
Bedel Financial Consulting
Indiana
$12.1M -$481 -6 -0%
CFD
31
Creative Financial Designs
Indiana
$11.8M -$11.7M -145,824 -50%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$11.2M -$438K -5,460 -4%
ES
33
Eagle Strategies
New York
$10.9M +$903K +11,253 +9%
SPC
34
Sigma Planning Corp
Michigan
$10.6M +$222K +2,768 +2%
PAG
35
Private Advisor Group
New Jersey
$10.5M +$641K +7,986 +7%
AFG
36
Allegheny Financial Group
Pennsylvania
$10.3M +$2.79M +34,779 +37%
SCA
37
Scott Capital Advisors
Oregon
$9.75M -$19K -235 -0.2%
PWM
38
PTM Wealth Management
United States
$9.7M +$1.06M +13,080 +12%
IIC
39
Integrated Investment Consultants
Michigan
$9.6M -$92.9K -1,187 -1%
NFG
40
Nations Financial Group
Iowa
$9.06M +$318K +3,960 +4%
MFG
41
Marmo Financial Group
Tennessee
$8.95M +$130K +1,616 +1%
ERFOTCOFW
42
Employees Retirement Fund of the City of Fort Worth
Texas
$8.79M – – –
Truist Financial
43
Truist Financial
North Carolina
$7.79M -$399K -4,974 -5%
PP
44
PFS Partners
New Jersey
$7.73M +$56.8K +708 +0.7%
MOS
45
MGO One Seven
Ohio
$7.65M -$1.4M -17,509 -16%
SPIA
46
Steward Partners Investment Advisory
New York
$7.6M +$478K +5,959 +7%
AT
47
American Trust
Kentucky
$7.46M +$7.46M +93,044 New
WTFG
48
Wood Tarver Financial Group
Idaho
$7.43M +$343K +4,271 +5%
TF
49
Tandem Financial
Colorado
$7.15M +$1.82M +22,741 +34%
OC
50
Oppenheimer & Co
New York
$7.03M -$19.8K -247 -0.3%
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