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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 %
Creative Planning
76
Creative Planning
Kansas
$2.92M 40,862 +1,432 +4%
CWMK
77
Caliber Wealth Management (Kansas)
Kansas
$2.84M 39,789 +39,789 New
DC
78
Davenport & Co
Virginia
$2.82M 39,474 +39,474 New
DWM
79
Diversify Wealth Management
Utah
$2.77M 38,573 +15,172 +65%
FLI
80
Family Legacy Inc
South Carolina
$2.69M 37,663 -3,641 -9%
BDF
81
Black Diamond Financial
Maryland
$2.58M 36,166 +2,819 +8%
DI
82
DDFG Inc
California
$2.52M 35,268 +21,433 +155%
NA
83
NewEdge Advisors
Louisiana
$2.47M 34,574 -6,300 -15%
VWA
84
Visionary Wealth Advisors
Illinois
$2.45M 34,364 -1,012 -3%
DWM
85
Denver Wealth Management
Colorado
$2.43M 34,016 +34,016 New
PFS
86
Prospect Financial Services
New York
$2.4M 33,629 +6,395 +23%
PS
87
Principal Securities
Iowa
$2.24M 29,623 +1,172 +4%
HighTower Advisors
88
HighTower Advisors
Illinois
$2.18M 30,545 -504 -2%
KWM
89
Kingsview Wealth Management
Oregon
$2.16M 30,264 +1,414 +5%
William Blair & Company
90
William Blair & Company
Illinois
$2.16M 30,216 +651 +2%
LI
91
LRI Investments
Florida
$2.12M 29,730 – –
CS
92
Capital Square
Tennessee
$2.08M 29,150 -552 -2%
IP
93
Ignite Planners
California
$2.02M 27,924 -8,537 -23%
AA
94
Aire Advisors
California
$2M 27,988 -530 -2%
GIA
95
GHP Investment Advisors
Colorado
$1.96M 27,489 +10 +0%
CMP
96
Courage Miller Partners
Virginia
$1.86M 26,084 -591 -2%
AWA
97
Arete Wealth Advisors
Illinois
$1.86M 26,045 +318 +1%
BWA
98
Beam Wealth Advisors
Louisiana
$1.82M 25,535 +2,289 +10%
HAIM
99
Hunter Associates Investment Management
Pennsylvania
$1.77M 24,773 -1,230 -5%
SWP
100
Sagespring Wealth Partners
Tennessee
$1.67M 23,390 +435 +2%
2 3
4
5 6