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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 %
EAM
201
Everstar Asset Management
North Carolina
$475K 6,650 -1,310 -16%
AFS
202
AFG Fiduciary Services
Massachusetts
$467K 6,750 – –
Cerity Partners
203
Cerity Partners
New York
$459K 6,422 -79 -1%
AA
204
Addison Advisors
Vermont
$455K 6,370 – –
CIAS
205
CFS Investment Advisory Services
New Jersey
$451K 6,319 +6,319 New
FA
206
Faithward Advisors
Pennsylvania
$450K 6,297 +869 +16%
HF
207
HRT Financial
New York
$434K 6,083 +6,083 New
DIP
208
Davis Investment Partners
North Carolina
$433K 6,300 – –
KFS
209
Kaizen Financial Strategies
California
$415K 5,804 -295 -5%
GIA
210
Gladstone Institutional Advisory
Florida
$413K 5,778 -23,692 -80%
AMM
211
American Money Management
California
$405K 5,668 – –
WCM
212
WealthTrak Capital Management
Virginia
$401K 5,614 -246 -4%
BOSSRA
213
B.O.S.S. Retirement Advisors
Utah
$396K 5,550 +5,550 New
BWA
214
BlueChip Wealth Advisors
Georgia
$396K 5,539 +5,539 New
CCM
215
Coldstream Capital Management
Washington
$386K 5,409 – –
TCA
216
Transcend Capital Advisors
New Jersey
$378K 5,289 +266 +5%
WIM
217
Westside Investment Management
California
$376K 5,250 -1,789 -25%
FIA
218
Foundations Investment Advisors
Arizona
$368K 5,153 -32,853 -86%
ML
219
McAdam LLC
Pennsylvania
$368K 5,148 -1,992 -28%
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
$364K 5,750 +5,350 +1,338%
BEI
221
Benjamin Edwards Inc
Missouri
$359K 5,019 – –
AT
222
Avalon Trust
New Mexico
$357K 5,000 – –
KWM
223
Kaydan Wealth Management
Michigan
$354K 4,950 – –
AssetMark Inc
224
AssetMark Inc
California
$346K 4,840 +216 +5%
LA
225
LexAurum Advisors
Kansas
$346K 4,838 -143 -3%
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