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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 %
PIAS
126
PCA Investment Advisory Services
Ohio
$1.42M -$9.55K -119 -0.7%
Jones Financial Companies
127
Jones Financial Companies
Missouri
$1.41M +$514K +6,446 +58%
MCC
128
Money Concepts Capital
Florida
$1.38M +$19.3K +241 +1%
CAAS
129
Capital Asset Advisory Services
Michigan
$1.37M -$35.7K -445 -3%
AWM
130
Axxcess Wealth Management
California
$1.37M -$34.4K -429 -2%
NP
131
Nilsine Partners
Colorado
$1.36M +$69.2K +862 +5%
DAS
132
Diversify Advisory Services
Utah
$1.35M -$55.8K -690 -4%
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$1.3M +$64.6K +805 +5%
NWM
134
Nova Wealth Management
Florida
$1.3M +$951K +11,849 +274%
Citigroup
135
Citigroup
New York
$1.25M -$88.7K -1,106 -7%
SC
136
Savant Capital
Illinois
$1.25M -$19.2K -239 -2%
AF
137
Advisornet Financial
Minnesota
$1.23M -$350K -4,359 -22%
OIA
138
OneDigital Investment Advisors
Kansas
$1.22M +$129K +1,613 +12%
CIC
139
Carnegie Investment Counsel
Ohio
$1.21M -$10.3K -128 -0.8%
NCM
140
Neumann Capital Management
California
$1.21M – – –
KAS
141
KPP Advisory Services
Kentucky
$1.19M +$549K +6,845 +85%
AWS
142
Atria Wealth Solutions
New York
$1.19M +$51.2K +638 +4%
IC
143
IEQ Capital
California
$1.17M – – –
AFG
144
Atomi Financial Group
New York
$1.11M -$85.8K -1,070 -7%
HAG
145
HF Advisory Group
Maryland
$1.1M +$65.1K +812 +6%
RIA
146
Regal Investment Advisors
Michigan
$1.05M +$448K +5,579 +75%
PSF
147
Pacific Sun Financial
California
$979K -$36.9K -460 -4%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$978K -$23.5K -293 -2%
IWA
149
IBEX Wealth Advisors
New Jersey
$951K -$688K -8,572 -42%
Stifel Financial
150
Stifel Financial
Missouri
$949K -$295K -3,671 -24%
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