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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 %
PIAS
126
PCA Investment Advisory Services
Ohio
$1.27M 17,783 -2,112 -11%
AWM
127
Axxcess Wealth Management
California
$1.25M 17,468 +587 +3%
DAS
128
Diversify Advisory Services
Utah
$1.25M 17,345 +1,871 +12%
UAG
129
United Advisor Group
Ohio
$1.24M 17,388 +2,880 +20%
MCC
130
Money Concepts Capital
Florida
$1.21M 16,998 +523 +3%
Citigroup
131
Citigroup
New York
$1.2M 16,739 -1,131 -6%
IA
132
IFP Advisors
Florida
$1.19M 16,690 -2,328 -12%
NP
133
Nilsine Partners
Colorado
$1.15M 16,030 +102 +0.6%
SC
134
Savant Capital
Illinois
$1.13M 15,828 +15 +0.1%
Baird Financial Group
135
Baird Financial Group
Wisconsin
$1.12M 15,624 -42,557 -73%
Stifel Financial
136
Stifel Financial
Missouri
$1.11M 15,501 +343 +2%
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$1.1M 15,434 +79 +0.5%
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$1.08M 15,173 -18,943 -56%
CPWA
139
Cerro Pacific Wealth Advisors
California
$1.08M 14,338 +9,450 +193%
NCM
140
Neumann Capital Management
California
$1.08M 15,076 – –
AFG
141
Atomi Financial Group
New York
$1.07M 14,919 +1,127 +8%
IC
142
IEQ Capital
California
$1.04M 14,525 – –
GWM
143
Geneos Wealth Management
Colorado
$1.03M 14,411 +8,503 +144%
JJBC
144
James J. Burns & Company
New York
$1.02M 14,294 +101 +0.7%
BAM
145
Belpointe Asset Management
Nevada
$1.02M 14,259 +3,653 +34%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$1.02M 13,816 -57,348 -81%
AWS
147
Atria Wealth Solutions
New York
$1.01M 14,178 +434 +3%
CIC
148
Carnegie Investment Counsel
Ohio
$981K 15,211 +732 +5%
OIA
149
OneDigital Investment Advisors
Kansas
$975K 13,654 +10,521 +336%
SOS
150
Silver Oak Securities
Tennessee
$933K 13,088 +2,027 +18%
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6
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