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iShares Morningstar Mid-Cap Growth ETF
IMCG

356 hedge funds and large institutions have $1.49B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 141 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 19

88% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 75

33% more funds holding in top 10

Funds holding in top 10: 12 → 16 (+4)

26% more capital invested

Capital invested by funds: $1.19B → $1.49B (+$303M)

13% more funds holding

Funds holding: 316 → 356 (+40)

4.67% more ownership

Funds ownership: 55.29% → 59.96% (+4.7%)

Holders
356
Holders Change
+40
Holders Change %
+12.66%
% of All Funds
4.69%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
67
Increased
141
Reduced
75
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
AdvisorShares Investments
Maryland
+$41.8M
2
Osaic Holdings
Osaic Holdings
Arizona
+$23.8M
3
LPL Financial
LPL Financial
California
+$15.5M
4
Wells Fargo
Wells Fargo
California
+$14.2M
5
Ameriprise
Ameriprise
Minnesota
+$14M

Top Sellers

1
ECA
Elevation Capital Advisory
Oregon
-$9.41M
2
KWM
Kingsview Wealth Management
Oregon
-$3.4M
3
EH
Equitable Holdings
New York
-$2.91M
4
ICMM
Integrated Capital Management (Michigan)
Michigan
-$2.44M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
226
Pinnacle Associates
New York
$363K -$333K -4,350 -48%
UIM
227
Unified Investment Management
Georgia
$357K +$361K +4,722 New
CPWA
228
Cerro Pacific Wealth Advisors
California
$357K +$374K +4,888 New
LWM
229
Liberty Wealth Management
California
$357K -$4.44K -58 -1%
BW
230
Blalock Williams
Alabama
$355K +$360K +4,700 New
US Bancorp
231
US Bancorp
Minnesota
$351K – – –
AssetMark Inc
232
AssetMark Inc
California
$349K +$39.6K +518 +13%
AMG
233
Asset Management Group
Connecticut
$341K +$765 +10 +0.2%
HNWAG
234
High Net Worth Advisory Group
Florida
$340K – – –
PPW
235
Parcion Private Wealth
Washington
$331K +$335K +4,377 New
LFG
236
Larson Financial Group
Missouri
$327K – – –
FBT
237
First Bank & Trust
South Dakota
$316K +$321K +4,189 New
MCWS
238
McKinley Carter Wealth Services
West Virginia
$316K -$246K -3,212 -43%
AAS
239
Ameritas Advisory Services
Nebraska
$313K +$58.3K +762 +22%
VAMG
240
Voisard Asset Management Group
Michigan
$309K -$641K -8,379 -67%
WIP
241
WealthCare Investment Partners
Rhode Island
$306K +$689 +9 +0.2%
JAG
242
Journey Advisory Group
Kentucky
$297K – – –
CA
243
Clearstead Advisors
Ohio
$294K – – –
NCMW
244
Northern Capital Management (Washington)
Washington
$293K – – –
RW
245
Rede Wealth
Virginia
$286K – – –
RIA
246
Richwood Investment Advisors
Ohio
$283K -$20.7K -270 -7%
BAMG
247
Brand Asset Management Group
Missouri
$278K -$4.59K -60 -2%
SG
248
StoneX Group
New York
$278K +$612 +8 +0.2%
TC
249
TAGStone Capital
North Carolina
$276K +$383 +5 +0.1%
DAS
250
Dynamic Advisor Solutions
Arizona
$269K -$612 -8 -0.2%
8 9
10
11 12

IMCG Hedge Fund Activity: Q4 2024 in Review

356 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q4 2024, worth a combined $1.49B — up 26% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new IMCG positions and 19 closed out — a net gain of 48 holders — while 141 added to existing stakes and 75 trimmed.

The largest buyer was AdvisorShares Investments, opening a new position worth an estimated $41.8M. The largest seller was Elevation Capital Advisory, exiting entirely with an estimated $9.41M sold.

  • 356 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q4 2024, up from 316 in Q3 2024.
  • Funds reported $1.49B of iShares Morningstar Mid-Cap Growth ETF stock for Q4 2024, up 26% quarter-over-quarter.
  • 67 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q4 2024 and 19 closed out, a net change of +48 holders.
  • The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q4 2024 was AdvisorShares Investments, an estimated $41.8M added.
  • The largest iShares Morningstar Mid-Cap Growth ETF seller in Q4 2024 was Elevation Capital Advisory, an estimated $9.41M sold.

Based on aggregated 13F filings for Q4 2024.