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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 %
LPL Financial
1
LPL Financial
California
$171M +$9.8M +122,203 +6%
Ameriprise
2
Ameriprise
Minnesota
$119M -$27.4M -340,900 -19%
Morgan Stanley
3
Morgan Stanley
New York
$81.4M +$3.53M +43,998 +5%
Raymond James Financial
4
Raymond James Financial
Florida
$78M +$2.38M +29,655 +3%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$62.7M +$4.41M +55,009 +8%
AWM
6
Avior Wealth Management
Nebraska
$51M +$1.78M +22,204 +4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$49.2M +$110K +1,371 +0.2%
AAS
8
Avantax Advisory Services
Texas
$43.4M -$385K -4,803 -0.9%
Osaic Holdings
9
Osaic Holdings
Arizona
$41.4M +$7.03M +92,792 +20%
UBS Group
10
UBS Group
Switzerland
$35.2M -$2.97M -37,013 -8%
Wells Fargo
11
Wells Fargo
California
$33.1M -$14.6M -182,119 -31%
RW
12
Rockport Wealth
Ohio
$32.5M +$32.5M +405,015 New
VFG
13
Victory Financial Group
Texas
$31.1M +$1.73M +21,588 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$30.3M -$7.33M -91,361 -19%
CPG
15
Cornerstone Planning Group
New Jersey
$28.7M +$2.02M +24,919 +8%
Mariner
16
Mariner
Kansas
$27.6M +$1.83M +22,842 +7%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$26.6M +$3.77M +47,045 +17%
Bank of America
18
Bank of America
North Carolina
$24.1M -$2.71M -33,717 -10%
OWM
19
Orgel Wealth Management
Wisconsin
$23.7M -$333K -4,152 -1%
CFG
20
Cosner Financial Group
Colorado
$22M -$198K -2,470 -0.9%
AAP
21
Arax Advisory Partners
Colorado
$20.5M +$5.65M +70,371 +38%
RA
22
Rodgers & Associates
Pennsylvania
$18.1M +$216K +2,687 +1%
EH
23
Equitable Holdings
New York
$16.4M +$777K +9,685 +5%
IWP
24
IAG Wealth Partners
Wisconsin
$15.7M +$870K +10,839 +6%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$15.4M -$1.18M -14,750 -7%
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