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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

314 hedge funds and large institutions have $1.18B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 118 increasing their positions, 84 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+21
Holders Change %
+7.17%
% of All Funds
4.54%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
35
Increased
118
Reduced
84
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$88.4M
2
ECA
2
Elevation Capital Advisory
Oregon
$9.41M
3
GM
3
GeoWealth Management
Illinois
$9.39M
4
LPL Financial
4
LPL Financial
California
$72M
5
NL
5
NWAM LLC
Washington
$3.77M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$234K
2
Morgan Stanley
2
Morgan Stanley
New York
$57.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$44M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$34.3M
5
MFG
5
Marmo Financial Group
Tennessee
$8.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFA
226
High Falls Advisors
New York
$256K – – –
PFP
227
Pinnacle Financial Partners
Tennessee
$254K – – –
BCI
228
Brinker Capital Investments
Pennsylvania
$254K – – –
OPS
229
Orion Portfolio Solutions
Nebraska
$254K – – –
AAS
230
Ameritas Advisory Services
Nebraska
$247K -$1.33M -18,169 -84%
FA
231
FC Advisory
Pennsylvania
$246K +$584 +8 +0.2%
SAM
232
Silvercrest Asset Management
New York
$246K – – –
DAM
233
Delta Asset Management
Tennessee
$245K – – –
RBFC
234
Roman Butler Fullerton & Co
Missouri
$243K -$25.6K -345 -10%
SFG
235
Sage Financial Group
Pennsylvania
$241K – – –
SA
236
Strategic Advocates
Utah
$236K – – –
SAW
237
Signal Advisors Wealth
Michigan
$236K +$236K +3,234 New
ICP
238
Interchange Capital Partners
Pennsylvania
$236K – – –
SFC
239
Strategic Financial Concepts
Texas
$234K -$15.7M -215,410 -99%
FA
240
Faithward Advisors
Pennsylvania
$232K +$232K +3,177 New
OIA
241
OneDigital Investment Advisors
Kansas
$229K – – –
PCA
242
Prosperity Capital Advisors
Ohio
$220K +$220K +3,014 New
EAM
243
Evanson Asset Management
California
$219K – – –
BWL
244
Bogart Wealth LLC
Virginia
$213K -$55.5K -761 -21%
AF
245
Allworth Financial
California
$212K -$40.3K -552 -16%
BCG
246
Breakwater Capital Group
New Jersey
$211K -$6.57K -90 -3%
RIP
247
RAM Investment Partners
Washington
$209K -$21.9K -300 -9%
FIA
248
Foundations Investment Advisors
Arizona
$207K +$207K +2,835 New
MWM
249
Mosley Wealth Management
California
$205K +$205K +2,751 New
EIP
250
Ellis Investment Partners
Pennsylvania
$202K +$202K +2,764 New
8 9
10
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