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iShares Morningstar Mid-Cap Growth ETF
IMCG

356 hedge funds and large institutions have $1.49B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 141 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 19

88% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 75

33% more funds holding in top 10

Funds holding in top 10: 12 → 16 (+4)

26% more capital invested

Capital invested by funds: $1.19B → $1.49B (+$303M)

13% more funds holding

Funds holding: 316 → 356 (+40)

4.67% more ownership

Funds ownership: 55.29% → 59.96% (+4.7%)

Holders
356
Holders Change
+40
Holders Change %
+12.66%
% of All Funds
4.69%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
67
Increased
141
Reduced
75
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
AdvisorShares Investments
Maryland
+$41.8M
2
Osaic Holdings
Osaic Holdings
Arizona
+$23.8M
3
LPL Financial
LPL Financial
California
+$15.5M
4
Wells Fargo
Wells Fargo
California
+$14.2M
5
Ameriprise
Ameriprise
Minnesota
+$14M

Top Sellers

1
ECA
Elevation Capital Advisory
Oregon
-$9.41M
2
KWM
Kingsview Wealth Management
Oregon
-$3.4M
3
EH
Equitable Holdings
New York
-$2.91M
4
ICMM
Integrated Capital Management (Michigan)
Michigan
-$2.44M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
101
GHP Investment Advisors
Colorado
$2.08M -$1.61K -21 -0.1%
PFS
102
Prospect Financial Services
New York
$2.06M +$336K +4,388 +19%
CMP
103
Courage Miller Partners
Virginia
$2.01M -$31.3K -409 -2%
HAIM
104
Hunter Associates Investment Management
Pennsylvania
$1.96M +$129K +1,692 +7%
AWA
105
Arete Wealth Advisors
Illinois
$1.94M +$93K +1,215 +5%
KAS
106
Kestra Advisory Services
Texas
$1.86M -$37.4K -489 -2%
HH
107
Hilltop Holdings
Texas
$1.81M +$145K +1,893 +9%
Comerica Bank
108
Comerica Bank
Texas
$1.81M -$204K -2,660 -10%
KW
109
Keyvantage Wealth
Pennsylvania
$1.79M +$1.82M +23,725 New
DWM
110
Diversify Wealth Management
Utah
$1.76M +$294K +3,843 +20%
BWA
111
Beam Wealth Advisors
Louisiana
$1.76M +$401K +5,238 +29%
BF
112
Bonfire Financial
Colorado
$1.75M +$1.77M +23,149 New
SWP
113
Sagespring Wealth Partners
Tennessee
$1.73M +$1.76M +22,955 New
LSWP
114
Liberty Square Wealth Partners
Pennsylvania
$1.71M +$1.65M +21,514 New
Goldman Sachs
115
Goldman Sachs
New York
$1.69M – – –
IWA
116
IBEX Wealth Advisors
New Jersey
$1.68M +$1.7M +22,205 New
HIS
117
Horizon Investment Services
Indiana
$1.67M -$5.43K -71 -0.3%
SG
118
Stanich Group
New York
$1.61M +$1.63M +21,257 New
Betterment LLC
119
Betterment LLC
New York
$1.6M +$266K +3,474 +20%
IWC
120
Integrated Wealth Concepts
Massachusetts
$1.59M +$28.8K +377 +2%
JSA
121
Jim Saulnier & Associates
Colorado
$1.57M +$300K +3,919 +23%
NA
122
Nottingham Advisors
New York
$1.55M -$6.27K -82 -0.4%
PIAS
123
PCA Investment Advisory Services
Ohio
$1.5M -$43.7K -571 -3%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$1.48M +$77 +1 +0%
FFL
125
Financial Freedom LLC
Ohio
$1.47M -$30.6K -400 -2%
3 4
5
6 7

IMCG Hedge Fund Activity: Q4 2024 in Review

356 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q4 2024, worth a combined $1.49B — up 26% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new IMCG positions and 19 closed out — a net gain of 48 holders — while 141 added to existing stakes and 75 trimmed.

The largest buyer was AdvisorShares Investments, opening a new position worth an estimated $41.8M. The largest seller was Elevation Capital Advisory, exiting entirely with an estimated $9.41M sold.

  • 356 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q4 2024, up from 316 in Q3 2024.
  • Funds reported $1.49B of iShares Morningstar Mid-Cap Growth ETF stock for Q4 2024, up 26% quarter-over-quarter.
  • 67 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q4 2024 and 19 closed out, a net change of +48 holders.
  • The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q4 2024 was AdvisorShares Investments, an estimated $41.8M added.
  • The largest iShares Morningstar Mid-Cap Growth ETF seller in Q4 2024 was Elevation Capital Advisory, an estimated $9.41M sold.

Based on aggregated 13F filings for Q4 2024.