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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 %
MML Investors Services
51
MML Investors Services
Massachusetts
$7.03M +$2.03M +25,252 +41%
SOWAS
52
Silver Oak Wealth Advisors Services
California
$6.71M -$1.51M -18,778 -18%
OC
53
OxenFree Capital
Florida
$6.45M +$276K +3,443 +4%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$6.37M -$190K -2,339 -3%
IAG
55
Ipsen Advisor Group
Arkansas
$6.3M +$129K +1,610 +2%
CAC
56
Certified Advisory Corp
Florida
$6.14M +$755K +9,411 +14%
CWM
57
Congress Wealth Management
Massachusetts
$6.1M +$6.1M +76,060 New
FC
58
Forte Capital
New York
$5.54M +$414K +5,164 +8%
NA
59
NewEdge Advisors
Louisiana
$5.32M +$2.54M +31,679 +92%
VCM
60
Verde Capital Management
Michigan
$5.12M +$366K +4,565 +8%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$5.11M +$1.08M +13,500 +27%
EA
62
Eclectic Associates
California
$5.11M +$4.09M +51,006 +404%
CWM
63
Castle Wealth Management
Florida
$4.95M +$74.5K +929 +2%
KAS
64
Kestra Advisory Services
Texas
$4.89M +$3.12M +38,871 +176%
SAM
65
Summit Asset Management
Tennessee
$4.73M -$22.1K -276 -0.5%
P
66
&Partners
Tennessee
$4.49M +$236K +2,938 +6%
VWS
67
Virtus Wealth Solutions
New Jersey
$4.32M -$5.46K -68 -0.1%
NL
68
NWAM LLC
Washington
$4.26M -$7.89K -96 -0.2%
KWA
69
Kellett Wealth Advisors
Ohio
$4.16M -$63.2K -788 -1%
CCM
70
Chaney Capital Management
Washington
$4.08M +$344K +4,290 +9%
MSA
71
Marino Stram & Associates
Massachusetts
$3.93M +$642K +8,008 +20%
MFG
72
Merit Financial Group
Georgia
$3.87M -$109K -1,361 -3%
KWA
73
Kingswood Wealth Advisors
California
$3.87M +$32.7K +408 +0.9%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$3.82M -$12K -149 -0.3%
RC
75
Rovin Capital
Arizona
$3.4M +$5.86K +73 +0.2%
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3
4 5