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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 %
AWA
101
Arete Wealth Advisors
Illinois
$2.09M 26,005 -40 -0.2%
CMP
102
Courage Miller Partners
Virginia
$2.05M 25,509 -575 -2%
Betterment LLC
103
Betterment LLC
New York
$1.97M 24,515 +2,363 +11%
HAIM
104
Hunter Associates Investment Management
Pennsylvania
$1.91M 23,769 -1,004 -4%
SWP
105
Sagespring Wealth Partners
Tennessee
$1.8M 22,429 -961 -4%
Goldman Sachs
106
Goldman Sachs
New York
$1.79M 22,344 – –
HH
107
Hilltop Holdings
Texas
$1.78M 22,163 -505 -2%
BF
108
Bonfire Financial
Colorado
$1.74M 21,716 -105 -0.5%
FFN
109
Focus Financial Network
Minnesota
$1.73M 21,558 +1,822 +9%
IWC
110
Integrated Wealth Concepts
Massachusetts
$1.71M 21,290 +267 +1%
LSWP
111
Liberty Square Wealth Partners
Pennsylvania
$1.7M 21,251 -267 -1%
AFP
112
Ausdal Financial Partners
Iowa
$1.69M 21,015 +1,261 +6%
AWM
113
Accel Wealth Management
Iowa
$1.67M 20,764 +1,364 +7%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$1.6M 19,942 – –
Comerica Bank
115
Comerica Bank
Texas
$1.58M 19,723 -3,443 -15%
HIS
116
Horizon Investment Services
Indiana
$1.57M 19,582 -1,641 -8%
ML
117
McAdam LLC
Pennsylvania
$1.57M 19,563 +14,415 +280%
JSA
118
Jim Saulnier & Associates
Colorado
$1.56M 19,450 -2,233 -10%
NA
119
Nottingham Advisors
New York
$1.5M 18,682 -1,887 -9%
PPWM
120
Perissos Private Wealth Management
Oklahoma
$1.48M 18,488 -74 -0.4%
SG
121
Stanich Group
New York
$1.46M 18,101 -3,634 -17%
AWM
122
AE Wealth Management
Kansas
$1.46M 18,166 -1,528 -8%
UAG
123
United Advisor Group
Ohio
$1.45M 18,115 +727 +4%
LAS
124
Lloyd Advisory Services
Georgia
$1.45M 18,019 -1,291 -7%
PIAS
125
PCA Investment Advisory Services
Ohio
$1.42M 17,664 -119 -0.7%
3 4
5
6 7