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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 %
FHA
176
First Horizon Advisors
Tennessee
$718K -$1.44K -18 -0.2%
MA
177
Mutual Advisors
Nebraska
$687K -$1.99K -24 -0.3%
RI
178
Ridgewood Investments
New Jersey
$685K -$67.1K -836 -9%
MFF
179
Michels Family Financial
Texas
$674K -$8.91K -111 -1%
AI
180
Atria Investments
North Carolina
$670K +$80.7K +1,006 +14%
GWM
181
Geneos Wealth Management
Colorado
$665K -$491K -6,122 -42%
FWP
182
Falcon Wealth Planning
California
$640K -$1.77K -22 -0.3%
KCFA
183
Key Client Fiduciary Advisors
New Jersey
$627K +$32.8K +409 +6%
AA
184
Addison Advisors
Vermont
$619K +$108K +1,340 +21%
VIPI
185
Vista Investment Partners II
Indiana
$607K +$607K +7,566 New
ClearBridge Investments
186
ClearBridge Investments
New York
$606K – – –
PAS
187
Park Avenue Securities
New York
$597K -$17.4K -217 -3%
FA
188
Faithward Advisors
Pennsylvania
$587K +$81.9K +1,021 +16%
WMWM
189
Whitaker-Myers Wealth Managers
Ohio
$578K -$35.5K -442 -6%
MCM
190
MidAtlantic Capital Management
Virginia
$574K – – –
TC
191
Trilogy Capital
California
$556K +$556K +6,925 New
AssetMark Inc
192
AssetMark Inc
California
$547K +$159K +1,983 +41%
AFS
193
AFG Fiduciary Services
Massachusetts
$541K – – –
FA
194
Flagstar Advisors
New York
$523K -$22.1K -275 -4%
IA
195
IFP Advisors
Florida
$514K -$825K -10,280 -62%
CIAS
196
CFS Investment Advisory Services
New Jersey
$506K -$561 -7 -0.1%
DIP
197
Davis Investment Partners
North Carolina
$505K – – –
PFS
198
Prospera Financial Services
Texas
$502K -$243K -3,026 -33%
CIBC Private Wealth Group
199
CIBC Private Wealth Group
Georgia
$489K +$27.4K +341 +6%
Cerity Partners
200
Cerity Partners
New York
$488K -$26.8K -334 -5%
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