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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 %
HAG
151
HF Advisory Group
Maryland
$919K 12,869 +157 +1%
MAG
152
Mayfair Advisory Group
Alabama
$917K 12,843 +3,552 +38%
PAG
153
Private Advisory Group
Washington
$909K 12,729 -1,851 -13%
PSF
154
Pacific Sun Financial
California
$904K 12,658 +320 +3%
EA
155
Eclectic Associates
California
$902K 12,632 +12,632 New
Citadel Advisors
156
Citadel Advisors
Florida
$899K 12,590 +9,853 +360%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$891K 12,480 -3,834 -24%
KPWS
158
Kestra Private Wealth Services
Texas
$870K 12,176 +1,551 +15%
FFL
159
Financial Freedom LLC
Ohio
$865K 12,111 -7,377 -38%
CIA
160
Cape Investment Advisory
Georgia
$836K 11,708 -521 -4%
HWM
161
HRC Wealth Management
Idaho
$836K 11,706 -1,994 -15%
CAL
162
Capital Analysts LLC
Pennsylvania
$834K 11,672 -187 -2%
FSC
163
Full Sail Capital
Oklahoma
$823K 11,520 – –
AAS
164
Asset Allocation Strategies
Michigan
$822K 11,512 -3,913 -25%
Jones Financial Companies
165
Jones Financial Companies
Missouri
$799K 11,207 +6,404 +133%
CAM
166
Cresset Asset Management
Illinois
$794K 11,114 – –
Corient Private Wealth
167
Corient Private Wealth
Florida
$792K 11,086 -3,755 -25%
HIA
168
Harbor Investment Advisory
Maryland
$781K 10,930 – –
KW
169
Keyvantage Wealth
Pennsylvania
$756K 10,578 -13,147 -55%
WH
170
Willner & Heller
California
$692K 9,687 +90 +0.9%
LG
171
LaFleur & Godfrey
Michigan
$688K 9,627 +102 +1%
Renaissance Technologies
172
Renaissance Technologies
New York
$686K 9,600 -9,500 -50%
Pathstone Holdings
173
Pathstone Holdings
New Jersey
$686K 9,600 -1,338 -12%
GSC
174
G&S Capital
Colorado
$678K 9,488 +364 +4%
RI
175
Ridgewood Investments
New Jersey
$669K 9,370 – –
5 6
7
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