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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 %
GIA
101
GHP Investment Advisors
Colorado
$2.21M +$802 +10 +0%
AWA
102
Arete Wealth Advisors
Illinois
$2.09M -$3.21K -40 -0.2%
CMP
103
Courage Miller Partners
Virginia
$2.05M -$46.1K -575 -2%
Betterment LLC
104
Betterment LLC
New York
$1.97M +$190K +2,363 +11%
HAIM
105
Hunter Associates Investment Management
Pennsylvania
$1.91M -$80.6K -1,004 -4%
SWP
106
Sagespring Wealth Partners
Tennessee
$1.8M -$77.1K -961 -4%
Goldman Sachs
107
Goldman Sachs
New York
$1.79M – – –
HH
108
Hilltop Holdings
Texas
$1.78M -$40.5K -505 -2%
BF
109
Bonfire Financial
Colorado
$1.74M -$8.42K -105 -0.5%
FFN
110
Focus Financial Network
Minnesota
$1.73M +$146K +1,822 +9%
IWC
111
Integrated Wealth Concepts
Massachusetts
$1.71M +$21.4K +267 +1%
LSWP
112
Liberty Square Wealth Partners
Pennsylvania
$1.7M -$21.4K -267 -1%
AFP
113
Ausdal Financial Partners
Iowa
$1.69M +$101K +1,261 +6%
AWM
114
Accel Wealth Management
Iowa
$1.67M +$109K +1,364 +7%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$1.6M – – –
Comerica Bank
116
Comerica Bank
Texas
$1.58M -$276K -3,443 -15%
HIS
117
Horizon Investment Services
Indiana
$1.57M -$132K -1,641 -8%
ML
118
McAdam LLC
Pennsylvania
$1.57M +$1.16M +14,415 +280%
JSA
119
Jim Saulnier & Associates
Colorado
$1.56M -$179K -2,233 -10%
NA
120
Nottingham Advisors
New York
$1.5M -$151K -1,887 -9%
PPWM
121
Perissos Private Wealth Management
Oklahoma
$1.48M -$5.94K -74 -0.4%
SG
122
Stanich Group
New York
$1.46M -$293K -3,634 -17%
AWM
123
AE Wealth Management
Kansas
$1.46M -$123K -1,528 -8%
UAG
124
United Advisor Group
Ohio
$1.45M +$58.3K +727 +4%
LAS
125
Lloyd Advisory Services
Georgia
$1.45M -$104K -1,291 -7%
3 4
5
6 7