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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

293 hedge funds and large institutions have $1.08B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 125 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-5
Holders Change %
-1.68%
% of All Funds
4.26%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
22
Increased
125
Reduced
78
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$35.1M
2
Ameriprise
Ameriprise
Minnesota
$71.2M
3
AWM
Avior Wealth Management
Nebraska
$35.5M
4
ES
Eagle Strategies
New York
$7.41M
5
EH
Equitable Holdings
New York
$14.5M

Top Sellers

1
LPL Financial
LPL Financial
California
$62.1M
2
CCWM
Correct Capital Wealth Management
Missouri
$0
3
FC
Forte Capital
New York
$7.1M
4
EFG
Ethos Financial Group
Pennsylvania
$0
5
NL
NWAM LLC
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
251
Franklin Resources
California
$51.1K +$51.1K +754 New
NS
252
NBC Securities
Alabama
$49K – – –
TCM
253
TD Capital Management
Tennessee
$48.4K +$68 +1 +0.1%
Jones Financial Companies
254
Jones Financial Companies
Missouri
$47.2K +$47.2K +696 New
TSWM
255
Tyler-Stone Wealth Management
Ohio
$38.9K +$10K +148 +35%
MA
256
MCF Advisors
Kentucky
$37.3K – – –
SL
257
Salomon & Ludwin
Virginia
$36.9K -$2.17K -32 -6%
TFGT
258
TS Financial Group (TSFG)
Illinois
$35K +$69 +1 +0.2%
MRCM
259
M&R Capital Management
New Jersey
$33.7K +$6.23K +92 +23%
CFGS
260
Concourse Financial Group Securities
Alabama
$29.1K – – –
OC
261
Oakworth Capital
Alabama
$28.5K – – –
HNB
262
Huntington National Bank
Ohio
$27.8K -$29K – –
BCWM
263
Bartlett & Co Wealth Management
Ohio
$27.1K -$7.45K -110 -22%
AIC
264
Archer Investment Corporation
Indiana
$23.2K – – –
SFC
265
Strategic Financial Concepts
Texas
$20.3K +$20K +215,237 +6,376%
ACA
266
Aptus Capital Advisors
Alabama
$18.7K – – –
WT
267
Whittier Trust
California
$16.3K – – –
MSG
268
Main Street Group
Virginia
$16.1K +$67 +1 +0.4%
FDCDDQ
269
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.2K – – –
GEA
270
Glen Eagle Advisors
New Jersey
$12.9K +$4.07K +60 +46%
EW
271
Element Wealth
Mississippi
$12.5K – – –
GWSG
272
GPS Wealth Strategies Group
Colorado
$11.1K – – –
WIA
273
Wetzel Investment Advisors
Indiana
$11.1K – – –
AAP
274
Arax Advisory Partners
Colorado
$10.7K – – –
RWMG
275
Redwood Wealth Management Group
New Jersey
$10.2K +$10.2K +150 New
9 10
11
12 13