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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 %
LPL Financial
1
LPL Financial
California
$144M 2,011,284 +821,692 +69%
Ameriprise
2
Ameriprise
Minnesota
$131M 1,828,545 +434,630 +31%
Morgan Stanley
3
Morgan Stanley
New York
$69.3M 970,692 +56,568 +6%
Raymond James Financial
4
Raymond James Financial
Florida
$67.4M 942,937 +39,160 +4%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$51.9M 726,769 +88,738 +14%
AWM
6
Avior Wealth Management
Nebraska
$43.8M 613,033 +55,065 +10%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$43.7M 612,373 +2,517 +0.4%
Wells Fargo
8
Wells Fargo
California
$42.4M 594,238 +21,849 +4%
AAS
9
Avantax Advisory Services
Texas
$39M 546,122 +5,869 +1%
AI
10
AdvisorShares Investments
Maryland
$38.6M 537,602 -9,128 -2%
UBS Group
11
UBS Group
Switzerland
$34M 476,115 -606 -0.1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$33.5M 468,698 +29,371 +7%
Osaic Holdings
13
Osaic Holdings
Arizona
$32.4M 453,498 -113,108 -20%
VFG
14
Victory Financial Group
Texas
$26.1M 365,633 +47,292 +15%
Bank of America
15
Bank of America
North Carolina
$23.9M 334,650 -12,984 -4%
Mariner
16
Mariner
Kansas
$23M 321,641 +50,070 +18%
CPG
17
Cornerstone Planning Group
New Jersey
$22.9M 329,167 +18,087 +6%
OWM
18
Orgel Wealth Management
Wisconsin
$21.4M 300,058 -12,214 -4%
CFD
19
Creative Financial Designs
Indiana
$20.9M 292,636 +4,804 +2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$20.3M 284,479 +27,911 +11%
CFG
21
Cosner Financial Group
Colorado
$19.7M 275,817 +22,245 +9%
RA
22
Rodgers & Associates
Pennsylvania
$16M 223,421 +3,945 +2%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$14.8M 207,237 +75,488 +57%
EH
24
Equitable Holdings
New York
$13.9M 195,130 +55,074 +39%
AAP
25
Arax Advisory Partners
Colorado
$13.2M 185,219 +22,465 +14%
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