IMCG icon

iShares Morningstar Mid-Cap Growth ETF

298 hedge funds and large institutions have $1.13B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 120 increasing their positions, 88 reducing their positions, and 23 closing their positions.

Holders
298
Holders Change
+4
Holders Change %
+1.36%
% of All Funds
4.32%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
31
Increased
120
Reduced
88
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DAM
226
Delta Asset Management
Tennessee
$237K
FA
227
FC Advisory
Pennsylvania
$237K +$495 +7 +0.2%
SFG
228
Sage Financial Group
Pennsylvania
$233K
SA
229
Strategic Advocates
Utah
$229K
RBFC
230
Roman Butler Fullerton & Co
Missouri
$228K +$205K +3,114 +895%
OIA
231
OneDigital Investment Advisors
Kansas
$221K
FIA
232
Foundations Investment Advisors
Arizona
$218K +$218K +3,087 New
EAM
233
Evanson Asset Management
California
$212K +$212K +3,000 New
Cerity Partners
234
Cerity Partners
New York
$212K -$37.5K -530 -15%
CW
235
CreativeOne Wealth
Kansas
$211K -$57.6K -815 -21%
T. Rowe Price Associates
236
T. Rowe Price Associates
Maryland
$209K +$209K +2,956 New
WCAMG
237
Woodard & Company Asset Management Group
North Carolina
$178K +$1.98K +28 +1%
EBA
238
Eagle Bay Advisors
New York
$170K
AssetMark Inc
239
AssetMark Inc
California
$159K -$69.1M -977,777 -100%
CSB
240
City State Bank
Iowa
$152K
AWM
241
Aspire Wealth Management
Massachusetts
$148K +$283 +4 +0.2%
CJ
242
Caitlin John
Michigan
$147K
PTC
243
Private Trust Company
Ohio
$134K -$61.5K -870 -31%
SAM
244
Smartleaf Asset Management
Massachusetts
$128K -$7.13K -101 -5%
PCMC
245
Private Capital Management (Colorado)
Colorado
$127K
NB
246
NBT Bank
New York
$117K
BCMLT
247
Beacon Capital Management LLC (Tennessee)
Tennessee
$109K +$109K +1,536 New
FP
248
Financial Perspectives
Minnesota
$97.7K +$212 +3 +0.2%
MWM
249
MGB Wealth Management
Texas
$91.9K
PA
250
Parallel Advisors
California
$85.4K +$77.7K +1,100 +1,019%