We are live on ! Find out more
IMCG icon

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
AF
126
Advisornet Financial
Minnesota
$1.45M -$70.6K -923 -5%
Renaissance Technologies
127
Renaissance Technologies
New York
$1.44M +$780K +10,200 +115%
IA
128
IFP Advisors
Florida
$1.44M +$1.13M +14,752 +346%
PPWM
129
Perissos Private Wealth Management
Oklahoma
$1.42M +$383 +5 +0%
FFN
130
Focus Financial Network
Minnesota
$1.39M +$118K +1,537 +9%
AFP
131
Ausdal Financial Partners
Iowa
$1.35M +$99.7K +1,303 +8%
Citigroup
132
Citigroup
New York
$1.35M -$133K -1,740 -9%
TWM
133
Trinity Wealth Management
Pennsylvania
$1.33M +$1.35M +17,647 New
AWM
134
Accel Wealth Management
Iowa
$1.31M +$31.8K +416 +2%
CAAS
135
Capital Asset Advisory Services
Michigan
$1.29M +$71.2K +930 +6%
AWM
136
Axxcess Wealth Management
California
$1.28M +$80.7K +1,055 +7%
MCC
137
Money Concepts Capital
Florida
$1.24M -$8.03K -105 -0.6%
Fidelity Investments
138
Fidelity Investments
Massachusetts
$1.23M +$380K +4,973 +44%
AAS
139
Asset Allocation Strategies
Michigan
$1.22M -$400K -5,231 -25%
NP
140
Nilsine Partners
Colorado
$1.2M +$58.2K +761 +5%
SC
141
Savant Capital
Illinois
$1.19M -$964K -12,597 -44%
DAS
142
Diversify Advisory Services
Utah
$1.17M +$227K +2,963 +24%
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$1.16M -$770K -10,068 -40%
Stifel Financial
144
Stifel Financial
Missouri
$1.15M +$311K +4,061 +37%
NCM
145
Neumann Capital Management
California
$1.14M – – –
Corient Private Wealth
146
Corient Private Wealth
Florida
$1.12M -$716K -9,355 -39%
PAG
147
Private Advisory Group
Washington
$1.1M +$1.12M +14,580 New
IC
148
IEQ Capital
California
$1.1M +$77 +1 +0%
UAG
149
United Advisor Group
Ohio
$1.1M +$1.11M +14,508 New
CIC
150
Carnegie Investment Counsel
Ohio
$1.09M +$11.5K +150 +1%
4 5
6
7 8

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.