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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

353 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 66 funds opening new positions, 140 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+39
Holders Change %
+12.42%
% of All Funds
4.7%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
66
Increased
140
Reduced
75
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
AdvisorShares Investments
Maryland
+$41.3M
2
Osaic Holdings
Osaic Holdings
Arizona
+$23.5M
3
LPL Financial
LPL Financial
California
+$15.3M
4
Wells Fargo
Wells Fargo
California
+$14M
5
Ameriprise
Ameriprise
Minnesota
+$13.8M

Top Sellers

1
ECA
Elevation Capital Advisory
Oregon
-$9.41M
2
KWM
Kingsview Wealth Management
Oregon
-$3.35M
3
EH
Equitable Holdings
New York
-$2.88M
4
ICMM
Integrated Capital Management (Michigan)
Michigan
-$2.41M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPWA
226
Cerro Pacific Wealth Advisors
California
$357K +$357K +4,888 New
LWM
227
Liberty Wealth Management
California
$357K -$4.38K -58 -1%
US Bancorp
228
US Bancorp
Minnesota
$351K – – –
AssetMark Inc
229
AssetMark Inc
California
$349K +$39.1K +518 +13%
AMG
230
Asset Management Group
Connecticut
$341K +$755 +10 +0.2%
HNWAG
231
High Net Worth Advisory Group
Florida
$340K – – –
PPW
232
Parcion Private Wealth
Washington
$331K +$331K +4,377 New
LFG
233
Larson Financial Group
Missouri
$327K – – –
FBT
234
First Bank & Trust
South Dakota
$316K +$316K +4,189 New
MCWS
235
McKinley Carter Wealth Services
West Virginia
$316K -$243K -3,212 -43%
AAS
236
Ameritas Advisory Services
Nebraska
$313K +$57.5K +762 +22%
VAMG
237
Voisard Asset Management Group
Michigan
$309K -$633K -8,379 -67%
WIP
238
WealthCare Investment Partners
Rhode Island
$306K +$679 +9 +0.2%
JAG
239
Journey Advisory Group
Kentucky
$297K – – –
CA
240
Clearstead Advisors
Ohio
$294K – – –
NCMW
241
Northern Capital Management (Washington)
Washington
$293K – – –
RW
242
Rede Wealth
Virginia
$286K – – –
RIA
243
Richwood Investment Advisors
Ohio
$283K -$20.4K -270 -7%
BAMG
244
Brand Asset Management Group
Missouri
$278K -$4.53K -60 -2%
SG
245
StoneX Group
New York
$278K +$604 +8 +0.2%
TC
246
TAGStone Capital
North Carolina
$276K +$377 +5 +0.1%
DAS
247
Dynamic Advisor Solutions
Arizona
$269K -$604 -8 -0.2%
HFA
248
High Falls Advisors
New York
$265K – – –
PFP
249
Pinnacle Financial Partners
Tennessee
$263K – – –
BCI
250
Brinker Capital Investments
Pennsylvania
$263K – – –
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