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iShares Morningstar Mid-Cap Growth ETF
IMCG

356 hedge funds and large institutions have $1.49B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 141 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 19

88% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 75

33% more funds holding in top 10

Funds holding in top 10: 12 → 16 (+4)

26% more capital invested

Capital invested by funds: $1.19B → $1.49B (+$303M)

13% more funds holding

Funds holding: 316 → 356 (+40)

4.67% more ownership

Funds ownership: 55.29% → 59.96% (+4.7%)

Holders
356
Holders Change
+40
Holders Change %
+12.66%
% of All Funds
4.69%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
67
Increased
141
Reduced
75
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
AdvisorShares Investments
Maryland
+$41.8M
2
Osaic Holdings
Osaic Holdings
Arizona
+$23.8M
3
LPL Financial
LPL Financial
California
+$15.5M
4
Wells Fargo
Wells Fargo
California
+$14.2M
5
Ameriprise
Ameriprise
Minnesota
+$14M

Top Sellers

1
ECA
Elevation Capital Advisory
Oregon
-$9.41M
2
KWM
Kingsview Wealth Management
Oregon
-$3.4M
3
EH
Equitable Holdings
New York
-$2.91M
4
ICMM
Integrated Capital Management (Michigan)
Michigan
-$2.44M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
51
Ipsen Advisor Group
Arkansas
$5.76M +$5.84M +76,297 New
OC
52
OxenFree Capital
Florida
$5.4M +$225K +2,936 +4%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$5.39M +$2.26M +29,508 +71%
CAC
54
Certified Advisory Corp
Florida
$5.11M +$273K +3,566 +6%
FC
55
Forte Capital
New York
$4.96M -$816K -10,670 -14%
TF
56
Tandem Financial
Colorado
$4.95M +$5.02M +65,601 New
BIP
57
Bouvel Investment Partners
Pennsylvania
$4.61M +$4.67M +61,080 New
WGCA
58
Wolf Group Capital Advisors
Virginia
$4.52M – – –
CWM
59
Castle Wealth Management
Florida
$4.49M -$128K -1,676 -3%
SAM
60
Summit Asset Management
Tennessee
$4.48M -$26K -340 -0.6%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$4.39M +$53.9K +705 +1%
AFG
62
Allegheny Financial Group
Pennsylvania
$4.39M +$2.69M +35,136 +153%
VCM
63
Verde Capital Management
Michigan
$4.17M +$313K +4,096 +8%
VWS
64
Virtus Wealth Solutions
New Jersey
$4.07M +$4.12M +53,840 New
NL
65
NWAM LLC
Washington
$3.92M +$18.5K +242 +0.5%
KWA
66
Kellett Wealth Advisors
Ohio
$3.78M +$214K +2,802 +6%
PA
67
PFG Advisors
Arizona
$3.63M -$101K -1,324 -3%
KWA
68
Kingswood Wealth Advisors
California
$3.61M +$2.43M +31,824 +199%
P
69
&Partners
Tennessee
$3.59M +$53.3K +697 +2%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$3.5M +$204K +2,663 +6%
JP Morgan Chase
71
JP Morgan Chase
New York
$3.38M +$1.78M +23,306 +109%
CCM
72
Chaney Capital Management
Washington
$3.27M +$519K +6,785 +19%
MFG
73
Merit Financial Group
Georgia
$3.26M +$1.38K +18 +0%
AT
74
American Trust
Kentucky
$3.17M +$3.21M +42,014 New
FLI
75
Family Legacy Inc
South Carolina
$3.16M -$42.3K -553 -1%
1 2
3
4 5

IMCG Hedge Fund Activity: Q4 2024 in Review

356 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q4 2024, worth a combined $1.49B — up 26% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new IMCG positions and 19 closed out — a net gain of 48 holders — while 141 added to existing stakes and 75 trimmed.

The largest buyer was AdvisorShares Investments, opening a new position worth an estimated $41.8M. The largest seller was Elevation Capital Advisory, exiting entirely with an estimated $9.41M sold.

  • 356 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q4 2024, up from 316 in Q3 2024.
  • Funds reported $1.49B of iShares Morningstar Mid-Cap Growth ETF stock for Q4 2024, up 26% quarter-over-quarter.
  • 67 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q4 2024 and 19 closed out, a net change of +48 holders.
  • The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q4 2024 was AdvisorShares Investments, an estimated $41.8M added.
  • The largest iShares Morningstar Mid-Cap Growth ETF seller in Q4 2024 was Elevation Capital Advisory, an estimated $9.41M sold.

Based on aggregated 13F filings for Q4 2024.