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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 %
SOWAS
51
Silver Oak Wealth Advisors Services
California
$6.71M 83,628 -18,778 -18%
OC
52
OxenFree Capital
Florida
$6.45M 80,414 +3,443 +4%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$6.37M 78,321 -2,339 -3%
IAG
54
Ipsen Advisor Group
Arkansas
$6.3M 78,555 +1,610 +2%
CAC
55
Certified Advisory Corp
Florida
$6.14M 76,543 +9,411 +14%
CWM
56
Congress Wealth Management
Massachusetts
$6.1M 76,060 +76,060 New
FC
57
Forte Capital
New York
$5.54M 68,994 +5,164 +8%
NA
58
NewEdge Advisors
Louisiana
$5.32M 66,253 +31,679 +92%
VCM
59
Verde Capital Management
Michigan
$5.12M 63,803 +4,565 +8%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$5.11M 63,701 +13,500 +27%
EA
61
Eclectic Associates
California
$5.11M 63,638 +51,006 +404%
CWM
62
Castle Wealth Management
Florida
$4.95M 61,708 +929 +2%
KAS
63
Kestra Advisory Services
Texas
$4.89M 60,957 +38,871 +176%
SAM
64
Summit Asset Management
Tennessee
$4.73M 58,989 -276 -0.5%
P
65
&Partners
Tennessee
$4.49M 55,966 +2,938 +6%
VWS
66
Virtus Wealth Solutions
New Jersey
$4.32M 53,862 -68 -0.1%
NL
67
NWAM LLC
Washington
$4.26M 51,918 -96 -0.2%
KWA
68
Kellett Wealth Advisors
Ohio
$4.16M 51,809 -788 -1%
CCM
69
Chaney Capital Management
Washington
$4.08M 50,816 +4,290 +9%
MSA
70
Marino Stram & Associates
Massachusetts
$3.93M 49,020 +8,008 +20%
MFG
71
Merit Financial Group
Georgia
$3.87M 48,249 -1,361 -3%
KWA
72
Kingswood Wealth Advisors
California
$3.87M 48,213 +408 +0.9%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$3.82M 47,656 -149 -0.3%
RC
74
Rovin Capital
Arizona
$3.4M 42,409 +73 +0.2%
DWM
75
Denver Wealth Management
Colorado
$3.4M 42,350 +8,334 +25%
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3
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