iShares Morningstar Mid-Cap Growth ETF
IMCG
401 hedge funds and large institutions have $2.03B invested in iShares Morningstar Mid-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 163 increasing their positions, 118 reducing their positions, and 19 closing their positions.
68% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 19
38% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 118
13% more funds holding in top 10
Funds holding in top 10: 16 → 18 (+2)
1% more funds holding
Funds holding: 396 → 401 (+5)
2% more capital invested
Capital invested by funds: $2B → $2.03B (+$30.3M)
0.56% more ownership
Funds ownership: 64.82% → 65.38% (+0.56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWA
Beam Wealth Advisors
Covington,
Louisiana
|
+$17.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$12.7M |
| 3 |
Morgan Stanley
New York
|
+$10.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.92M |
| 5 |
AFG
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
+$4.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RW
Rockport Wealth
Fairview Park,
Ohio
|
-$15.7M |
| 2 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$14.7M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$6.54M |
| 4 |
VIA
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
-$6.13M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$4.69M |
IMCG Hedge Fund Activity: Q1 2026 in Review
401 institutional investors reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q1 2026, worth a combined $2.03B — up 1.5% from $2B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new IMCG positions and 19 closed out — a net gain of 13 holders — while 163 added to existing stakes and 118 trimmed.
The largest buyer was Beam Wealth Advisors, adding an estimated $17.9M. The largest seller was Rockport Wealth, cutting an estimated $15.7M.
- 401 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q1 2026, up from 396 in Q4 2025.
- Funds reported $2.03B of iShares Morningstar Mid-Cap Growth ETF stock for Q1 2026, up 1.5% quarter-over-quarter.
- 32 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q1 2026 and 19 closed out, a net change of +13 holders.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q1 2026 was Beam Wealth Advisors, an estimated $17.9M added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q1 2026 was Rockport Wealth, an estimated $15.7M sold.
Based on aggregated 13F filings for Q1 2026.