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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 %
Comerica Bank
101
Comerica Bank
Texas
$1.65M 23,166 -756 -3%
HH
102
Hilltop Holdings
Texas
$1.62M 22,668 -1,272 -5%
Goldman Sachs
103
Goldman Sachs
New York
$1.6M 22,344 – –
Betterment LLC
104
Betterment LLC
New York
$1.58M 22,152 +1,003 +5%
KAS
105
Kestra Advisory Services
Texas
$1.58M 22,086 -2,536 -10%
BF
106
Bonfire Financial
Colorado
$1.56M 21,821 -1,328 -6%
SG
107
Stanich Group
New York
$1.55M 21,735 +478 +2%
JSA
108
Jim Saulnier & Associates
Colorado
$1.55M 21,683 +917 +4%
LSWP
109
Liberty Square Wealth Partners
Pennsylvania
$1.54M 21,518 +4 +0%
HIS
110
Horizon Investment Services
Indiana
$1.52M 21,223 -897 -4%
TI
111
Truepoint Inc
Ohio
$1.51M 21,151 +21,151 New
IWC
112
Integrated Wealth Concepts
Massachusetts
$1.5M 21,023 +20 +0.1%
NA
113
Nottingham Advisors
New York
$1.47M 20,569 – –
IWA
114
IBEX Wealth Advisors
New Jersey
$1.46M 20,428 -1,777 -8%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$1.42M 19,942 +330 +2%
AFP
116
Ausdal Financial Partners
Iowa
$1.41M 19,754 +1,835 +10%
FFN
117
Focus Financial Network
Minnesota
$1.41M 19,736 +1,270 +7%
AWM
118
AE Wealth Management
Kansas
$1.41M 19,694 +18,463 +1,500%
AF
119
Advisornet Financial
Minnesota
$1.4M 19,652 +422 +2%
AWM
120
Accel Wealth Management
Iowa
$1.39M 19,400 +2,119 +12%
LAS
121
Lloyd Advisory Services
Georgia
$1.38M 19,310 +19,310 New
IA
122
Integrity Alliance
Iowa
$1.38M 19,269 +19,269 New
PPWM
123
Perissos Private Wealth Management
Oklahoma
$1.33M 18,562 -297 -2%
CAAS
124
Capital Asset Advisory Services
Michigan
$1.28M 17,515 +620 +4%
Jane Street
125
Jane Street
New York
$1.27M 17,829 +5,123 +40%
3 4
5
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