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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 %
DWM
76
Denver Wealth Management
Colorado
$3.4M +$669K +8,334 +25%
VNA
77
Valley National Advisers
Pennsylvania
$3.33M -$12.4K -155 -0.4%
DWM
78
Diversify Wealth Management
Utah
$3.28M +$164K +2,030 +5%
CWMK
79
Caliber Wealth Management (Kansas)
Kansas
$3.14M -$56K -698 -2%
GRP
80
Global Retirement Partners
California
$3.12M +$3.12M +38,840 New
FLI
81
Family Legacy Inc
South Carolina
$3.06M +$38.3K +477 +1%
Creative Planning
82
Creative Planning
Kansas
$3.04M -$242K -3,017 -7%
DI
83
DDFG Inc
California
$3.02M +$194K +2,416 +7%
SWGC
84
Summit Wealth Group (Colorado)
Colorado
$2.99M +$2.99M +37,304 New
LWL
85
Leo Wealth LLC
Texas
$2.91M +$2.91M +36,298 New
VWA
86
Visionary Wealth Advisors
Illinois
$2.81M +$53.2K +663 +2%
PFS
87
Prospect Financial Services
New York
$2.74M +$39.4K +491 +1%
JJBC
88
James J. Burns & Company
New York
$2.73M +$1.59M +19,759 +138%
SA
89
Sovran Advisors
California
$2.68M -$1.29M -15,961 -32%
BDF
90
Black Diamond Financial
Maryland
$2.63M -$267K -3,326 -9%
CPWA
91
Cerro Pacific Wealth Advisors
California
$2.62M +$1.47M +18,371 +128%
AA
92
Aire Advisors
California
$2.54M +$293K +3,654 +13%
BWA
93
Beam Wealth Advisors
Louisiana
$2.52M +$471K +5,875 +23%
PS
94
Principal Securities
Iowa
$2.47M +$94.8K +1,181 +4%
William Blair & Company
95
William Blair & Company
Illinois
$2.46M +$38.4K +478 +2%
LI
96
LRI Investments
Florida
$2.39M – – –
HighTower Advisors
97
HighTower Advisors
Illinois
$2.36M -$88.4K -1,102 -4%
IP
98
Ignite Planners
California
$2.35M +$75.5K +925 +3%
KWM
99
Kingsview Wealth Management
Oregon
$2.34M -$90.5K -1,128 -4%
CS
100
Capital Square
Tennessee
$2.27M -$72.1K -899 -3%
2 3
4
5 6