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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 %
PFS
176
Prospera Financial Services
Texas
$663K 9,280 -24,120 -72%
IWM
177
IHT Wealth Management
Illinois
$655K 9,164 +13 +0.1%
HI
178
Harbour Investments
Wisconsin
$643K 9,000 +94 +1%
FHA
179
First Horizon Advisors
Tennessee
$640K 8,963 -3,280 -27%
AFM
180
Armstrong Fleming & Moore
District of Columbia
$632K 8,849 +8,849 New
MWP
181
Madison Wealth Partners
Wisconsin
$615K 8,609 -597 -6%
MFF
182
Michels Family Financial
Texas
$608K 8,515 -19 -0.2%
BWA
183
Burt Wealth Advisors
Maryland
$600K 8,402 +14 +0.2%
MA
184
Mutual Advisors
Nebraska
$593K 8,323 -644 -7%
QCM
185
QRG Capital Management
Illinois
$589K 8,242 +8,242 New
KAS
186
KPP Advisory Services
Kentucky
$574K 8,032 -177 -2%
FWP
187
Falcon Wealth Planning
California
$572K 8,003 – –
FBT
188
First Bank & Trust
South Dakota
$554K 7,749 +3,560 +85%
PAS
189
Park Avenue Securities
New York
$547K 7,660 -20,450 -73%
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$547K 7,656 +1,600 +26%
WMWM
191
Whitaker-Myers Wealth Managers
Ohio
$546K 7,643 -277 -3%
ClearBridge Investments
192
ClearBridge Investments
New York
$540K 7,558 +7,558 New
RIA
193
Regal Investment Advisors
Michigan
$533K 7,458 +169 +2%
KCFA
194
Key Client Fiduciary Advisors
New Jersey
$529K 7,411 +1,287 +21%
AI
195
Atria Investments
North Carolina
$524K 7,341 -12 -0.2%
FA
196
Fermata Advisors
California
$519K 7,268 -220 -3%
MCM
197
MidAtlantic Capital Management
Virginia
$511K 7,155 – –
PA
198
Pinnacle Associates
New York
$493K 6,897 +2,097 +44%
FA
199
Flagstar Advisors
New York
$485K 6,794 -844 -11%
ASN
200
Advisory Services Network
Georgia
$482K 6,746 -12 -0.2%
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