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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 %
FA
201
Fermata Advisors
California
$486K -$97.1K -1,210 -17%
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$482K -$132K -1,650 -22%
GIA
203
Gladstone Institutional Advisory
Florida
$479K +$14.9K +186 +3%
WCM
204
WealthTrak Capital Management
Virginia
$459K +$9.07K +113 +2%
BWA
205
BlueChip Wealth Advisors
Georgia
$456K +$12K +150 +3%
ASN
206
Advisory Services Network
Georgia
$451K -$100K -1,226 -18%
PA
207
Pinnacle Associates
New York
$449K -$104K -1,300 -19%
BOSSRA
208
B.O.S.S. Retirement Advisors
Utah
$443K -$2.73K -34 -0.6%
US Bancorp
209
US Bancorp
Minnesota
$441K +$71.2K +887 +19%
EAM
210
Everstar Asset Management
North Carolina
$437K -$96.3K -1,200 -18%
CCM
211
Coldstream Capital Management
Washington
$425K -$9.15K -114 -2%
TCA
212
Transcend Capital Advisors
New Jersey
$424K – – –
WIM
213
Westside Investment Management
California
$421K – – –
KFS
214
Kaizen Financial Strategies
California
$410K -$55.4K -691 -12%
BEI
215
Benjamin Edwards Inc
Missouri
$403K +$80 +1 +0%
IA
216
IFG Advisory
Georgia
$400K +$12.8K +159 +3%
SF
217
Summit Financial
New Jersey
$398K +$398K +4,959 New
KWM
218
Kaydan Wealth Management
Michigan
$397K – – –
ECA
219
Elevation Capital Advisory
Oregon
$394K -$9.41M -117,347 -96%
OPTFSNA
220
Old Point Trust & Financial Services N A
Virginia
$389K +$344K +4,290 +774%
LA
221
LexAurum Advisors
Kansas
$387K -$1.52K -19 -0.4%
FIA
222
Foundations Investment Advisors
Arizona
$383K -$30.4K -379 -7%
UIM
223
Unified Investment Management
Georgia
$381K +$2.81K +35 +0.7%
LWM
224
Liberty Wealth Management
California
$380K +$562 +7 +0.1%
SWM
225
Silverlake Wealth Management
Vermont
$378K +$43.1K +537 +13%
7 8
9
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