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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
JJBC
151
James J. Burns & Company
New York
$1.07M +$41.7K +545 +4%
DI
152
DDFG Inc
California
$1.04M +$81.1K +1,060 +8%
AFG
153
Atomi Financial Group
New York
$1.04M +$265K +3,457 +33%
AWS
154
Atria Wealth Solutions
New York
$1.04M +$82.6K +1,080 +9%
HWM
155
HRC Wealth Management
Idaho
$1.03M +$53.3K +696 +5%
HAG
156
HF Advisory Group
Maryland
$960K +$5.66K +74 +0.6%
Jane Street
157
Jane Street
New York
$960K -$1.12M -14,640 -54%
PSF
158
Pacific Sun Financial
California
$932K -$16.1K -210 -2%
WWP
159
WR Wealth Planners
Missouri
$929K -$144K -1,876 -13%
FHA
160
First Horizon Advisors
Tennessee
$925K -$1.15K -15 -0.1%
CIA
161
Cape Investment Advisory
Georgia
$924K -$7.58K -99 -0.8%
CAL
162
Capital Analysts LLC
Pennsylvania
$895K +$1.22K +16 +0.1%
FSC
163
Full Sail Capital
Oklahoma
$870K – – –
BRWA
164
B. Riley Wealth Advisors
Florida
$857K +$868K +11,349 New
SA
165
Sanctuary Advisors
Indiana
$854K -$2.91K -38 -0.4%
CAM
166
Cresset Asset Management
Illinois
$839K -$340K -4,442 -29%
SOS
167
Silver Oak Securities
Tennessee
$837K -$85.2K -1,113 -9%
Pathstone Holdings
168
Pathstone Holdings
New Jersey
$826K +$1.3K +17 +0.2%
HIA
169
Harbor Investment Advisory
Maryland
$826K – – –
IFG
170
Independent Financial Group
California
$813K +$57.3K +749 +7%
KPWS
171
Kestra Private Wealth Services
Texas
$803K +$175K +2,287 +27%
BAM
172
Belpointe Asset Management
Nevada
$801K -$18.3K -239 -2%
TPCW
173
TD Private Client Wealth
New York
$795K -$29.4K -384 -4%
JWCA
174
J.W. Cole Advisors
Florida
$763K +$74K +967 +11%
WH
175
Willner & Heller
California
$725K +$1.61K +21 +0.2%
5 6
7
8 9

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.