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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 %
VNA
76
Valley National Advisers
Pennsylvania
$3.33M 41,564 -155 -0.4%
DWM
77
Diversify Wealth Management
Utah
$3.28M 40,603 +2,030 +5%
CWMK
78
Caliber Wealth Management (Kansas)
Kansas
$3.14M 39,091 -698 -2%
GRP
79
Global Retirement Partners
California
$3.12M 38,840 +38,840 New
FLI
80
Family Legacy Inc
South Carolina
$3.06M 38,140 +477 +1%
Creative Planning
81
Creative Planning
Kansas
$3.04M 37,845 -3,017 -7%
DI
82
DDFG Inc
California
$3.02M 37,684 +2,416 +7%
SWGC
83
Summit Wealth Group (Colorado)
Colorado
$2.99M 37,304 +37,304 New
LWL
84
Leo Wealth LLC
Texas
$2.91M 36,298 +36,298 New
VWA
85
Visionary Wealth Advisors
Illinois
$2.81M 35,027 +663 +2%
PFS
86
Prospect Financial Services
New York
$2.74M 34,120 +491 +1%
JJBC
87
James J. Burns & Company
New York
$2.73M 34,053 +19,759 +138%
SA
88
Sovran Advisors
California
$2.68M 33,274 -15,961 -32%
BDF
89
Black Diamond Financial
Maryland
$2.63M 32,840 -3,326 -9%
CPWA
90
Cerro Pacific Wealth Advisors
California
$2.62M 32,709 +18,371 +128%
AA
91
Aire Advisors
California
$2.54M 31,642 +3,654 +13%
BWA
92
Beam Wealth Advisors
Louisiana
$2.52M 31,410 +5,875 +23%
PS
93
Principal Securities
Iowa
$2.47M 30,804 +1,181 +4%
William Blair & Company
94
William Blair & Company
Illinois
$2.46M 30,694 +478 +2%
LI
95
LRI Investments
Florida
$2.39M 29,730 – –
HighTower Advisors
96
HighTower Advisors
Illinois
$2.36M 29,443 -1,102 -4%
IP
97
Ignite Planners
California
$2.35M 28,849 +925 +3%
KWM
98
Kingsview Wealth Management
Oregon
$2.34M 29,136 -1,128 -4%
CS
99
Capital Square
Tennessee
$2.27M 28,251 -899 -3%
GIA
100
GHP Investment Advisors
Colorado
$2.21M 27,499 +10 +0%
2 3
4
5 6