IMCG icon

iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

357 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, 119 increasing their positions, 131 reducing their positions, and 29 closing their positions.

Holders
357
Holders Change
+3
Holders Change %
+0.85%
% of All Funds
4.79%
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
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
AT
3
American Trust
Kentucky
$7.46M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$41.4M
5
CWM
5
Congress Wealth Management
Massachusetts
$6.1M

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 %
PIAS
126
PCA Investment Advisory Services
Ohio
$1.42M 17,664 -119 -0.7%
Jones Financial Companies
127
Jones Financial Companies
Missouri
$1.41M 17,653 +6,446 +58%
MCC
128
Money Concepts Capital
Florida
$1.38M 17,239 +241 +1%
CAAS
129
Capital Asset Advisory Services
Michigan
$1.37M 17,070 -445 -3%
AWM
130
Axxcess Wealth Management
California
$1.37M 17,039 -429 -2%
NP
131
Nilsine Partners
Colorado
$1.36M 16,892 +862 +5%
DAS
132
Diversify Advisory Services
Utah
$1.35M 16,655 -690 -4%
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$1.3M 16,239 +805 +5%
NWM
134
Nova Wealth Management
Florida
$1.3M 16,168 +11,849 +274%
Citigroup
135
Citigroup
New York
$1.25M 15,633 -1,106 -7%
SC
136
Savant Capital
Illinois
$1.25M 15,589 -239 -2%
AF
137
Advisornet Financial
Minnesota
$1.23M 15,293 -4,359 -22%
OIA
138
OneDigital Investment Advisors
Kansas
$1.22M 15,267 +1,613 +12%
CIC
139
Carnegie Investment Counsel
Ohio
$1.21M 15,083 -128 -0.8%
NCM
140
Neumann Capital Management
California
$1.21M 15,076 – –
KAS
141
KPP Advisory Services
Kentucky
$1.19M 14,877 +6,845 +85%
AWS
142
Atria Wealth Solutions
New York
$1.19M 14,816 +638 +4%
IC
143
IEQ Capital
California
$1.17M 14,525 – –
AFG
144
Atomi Financial Group
New York
$1.11M 13,849 -1,070 -7%
HAG
145
HF Advisory Group
Maryland
$1.1M 13,681 +812 +6%
RIA
146
Regal Investment Advisors
Michigan
$1.05M 13,037 +5,579 +75%
PSF
147
Pacific Sun Financial
California
$979K 12,198 -460 -4%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$978K 12,187 -293 -2%
IWA
149
IBEX Wealth Advisors
New Jersey
$951K 11,856 -8,572 -42%
Stifel Financial
150
Stifel Financial
Missouri
$949K 11,830 -3,671 -24%
4 5
6
7 8