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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 %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$5.76M 80,660 -4,679 -5%
IAG
52
Ipsen Advisor Group
Arkansas
$5.5M 76,945 +648 +0.8%
WGCA
53
Wolf Group Capital Advisors
Virginia
$5.27M 73,823 -319 -0.4%
OC
54
OxenFree Capital
Florida
$5.12M 76,971 +5,492 +8%
CAC
55
Certified Advisory Corp
Florida
$4.8M 67,132 -469 -0.7%
TF
56
Tandem Financial
Colorado
$4.74M 66,428 +827 +1%
FC
57
Forte Capital
New York
$4.56M 63,830 -1,834 -3%
MML Investors Services
58
MML Investors Services
Massachusetts
$4.45M 62,349 -14,765 -19%
CWM
59
Castle Wealth Management
Florida
$4.34M 60,779 +1,279 +2%
SAM
60
Summit Asset Management
Tennessee
$4.23M 59,265 -97 -0.2%
VCM
61
Verde Capital Management
Michigan
$4.23M 59,238 +4,090 +7%
VWS
62
Virtus Wealth Solutions
New Jersey
$3.85M 53,930 +90 +0.2%
P
63
&Partners
Tennessee
$3.78M 53,028 +6,188 +13%
KWA
64
Kellett Wealth Advisors
Ohio
$3.76M 52,597 +2,571 +5%
NL
65
NWAM LLC
Washington
$3.72M 52,014 +70 +0.1%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$3.59M 50,201 +5,501 +12%
MFG
67
Merit Financial Group
Georgia
$3.54M 49,610 +6,417 +15%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$3.42M 47,805 +1,478 +3%
KWA
69
Kingswood Wealth Advisors
California
$3.41M 47,805 -13 -0%
SA
70
Sovran Advisors
California
$3.36M 49,235 +11,134 +29%
CCM
71
Chaney Capital Management
Washington
$3.32M 46,526 +3,278 +8%
RC
72
Rovin Capital
Arizona
$3.02M 42,336 +587 +1%
VNA
73
Valley National Advisers
Pennsylvania
$2.98M 41,719 +1,067 +3%
PA
74
PFG Advisors
Arizona
$2.96M 41,391 -6,624 -14%
MSA
75
Marino Stram & Associates
Massachusetts
$2.93M 41,012 +10,792 +36%
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