We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF
IMCG

356 hedge funds and large institutions have $1.49B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 141 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 19

88% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 75

33% more funds holding in top 10

Funds holding in top 10: 12 → 16 (+4)

26% more capital invested

Capital invested by funds: $1.19B → $1.49B (+$303M)

13% more funds holding

Funds holding: 316 → 356 (+40)

4.67% more ownership

Funds ownership: 55.29% → 59.96% (+4.7%)

Holders
356
Holders Change
+40
Holders Change %
+12.66%
% of All Funds
4.69%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
67
Increased
141
Reduced
75
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
AdvisorShares Investments
Maryland
+$41.8M
2
Osaic Holdings
Osaic Holdings
Arizona
+$23.8M
3
LPL Financial
LPL Financial
California
+$15.5M
4
Wells Fargo
Wells Fargo
California
+$14.2M
5
Ameriprise
Ameriprise
Minnesota
+$14M

Top Sellers

1
ECA
Elevation Capital Advisory
Oregon
-$9.41M
2
KWM
Kingsview Wealth Management
Oregon
-$3.4M
3
EH
Equitable Holdings
New York
-$2.91M
4
ICMM
Integrated Capital Management (Michigan)
Michigan
-$2.44M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$105M +$14M +182,639 +15%
LPL Financial
2
LPL Financial
California
$89.8M +$15.5M +203,055 +21%
Morgan Stanley
3
Morgan Stanley
New York
$69M +$9.23M +120,619 +15%
Raymond James Financial
4
Raymond James Financial
Florida
$68.3M +$69.2M +903,777 New
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$48.2M +$2.64M +34,559 +6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$46.1M +$10.7M +140,171 +30%
Wells Fargo
7
Wells Fargo
California
$43.2M +$14.2M +185,435 +48%
Osaic Holdings
8
Osaic Holdings
Arizona
$42.8M +$23.8M +311,685 +122%
AWM
9
Avior Wealth Management
Nebraska
$42.1M +$770K +10,058 +2%
AI
10
AdvisorShares Investments
Maryland
$41.3M +$41.8M +546,730 New
AAS
11
Avantax Advisory Services
Texas
$40.8M +$3.01M +39,345 +8%
UBS Group
12
UBS Group
Switzerland
$36M +$2.93M +38,232 +9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$33.2M +$6.46M +84,462 +24%
Bank of America
14
Bank of America
North Carolina
$26.3M +$6.53M +85,328 +33%
CPG
15
Cornerstone Planning Group
New Jersey
$24.5M +$71.5K +934 +0.3%
VFG
16
Victory Financial Group
Texas
$24M +$24.4M +318,341 New
OWM
17
Orgel Wealth Management
Wisconsin
$23.6M -$816K -10,669 -3%
CFD
18
Creative Financial Designs
Indiana
$21.7M +$492K +6,431 +2%
Mariner
19
Mariner
Kansas
$20.5M +$341K +4,452 +2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$19.4M +$1.25M +16,316 +7%
CFG
21
Cosner Financial Group
Colorado
$19.2M +$735K +9,607 +4%
RA
22
Rodgers & Associates
Pennsylvania
$16.6M -$35.1K -459 -0.2%
PAG
23
Private Advisor Group
New Jersey
$16M +$8.12M +106,145 +101%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$15.7M -$1.24M -16,178 -7%
SCM
25
Steele Capital Management
Iowa
$13.9M -$120K -1,562 -0.8%
1
2 3 4 5

IMCG Hedge Fund Activity: Q4 2024 in Review

356 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q4 2024, worth a combined $1.49B — up 26% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new IMCG positions and 19 closed out — a net gain of 48 holders — while 141 added to existing stakes and 75 trimmed.

The largest buyer was AdvisorShares Investments, opening a new position worth an estimated $41.8M. The largest seller was Elevation Capital Advisory, exiting entirely with an estimated $9.41M sold.

  • 356 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q4 2024, up from 316 in Q3 2024.
  • Funds reported $1.49B of iShares Morningstar Mid-Cap Growth ETF stock for Q4 2024, up 26% quarter-over-quarter.
  • 67 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q4 2024 and 19 closed out, a net change of +48 holders.
  • The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q4 2024 was AdvisorShares Investments, an estimated $41.8M added.
  • The largest iShares Morningstar Mid-Cap Growth ETF seller in Q4 2024 was Elevation Capital Advisory, an estimated $9.41M sold.

Based on aggregated 13F filings for Q4 2024.