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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
$42.8M
3
LPL Financial
LPL Financial
California
$89.8M
4
Wells Fargo
Wells Fargo
California
$43.2M
5
Ameriprise
Ameriprise
Minnesota
$105M

Top Sellers

1
ECA
Elevation Capital Advisory
Oregon
$0
2
KWM
Kingsview Wealth Management
Oregon
$2.18M
3
EH
Equitable Holdings
New York
$10.6M
4
ICMM
Integrated Capital Management (Michigan)
Michigan
$225K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
251
Orion Portfolio Solutions
Nebraska
$263K – – –
RWM
252
Revisor Wealth Management
Ohio
$262K +$262K +3,341 New
SFC
253
Strategic Financial Concepts
Texas
$262K +$19.6K +260 +8%
CAGAS
254
Capital Advisory Group Advisory Services
Minnesota
$256K +$256K +3,383 New
FA
255
FC Advisory
Pennsylvania
$255K +$604 +8 +0.2%
DC
256
Dahring Cusmano
Michigan
$255K +$255K +3,370 New
DAM
257
Delta Asset Management
Tennessee
$254K – – –
SFG
258
Sage Financial Group
Pennsylvania
$249K – – –
MWM
259
Modern Wealth Management
Kansas
$245K +$245K +3,241 New
SAW
260
Signal Advisors Wealth
Michigan
$240K -$3.85K -51 -2%
MWM
261
Maripau Wealth Management
Indiana
$240K +$240K +3,183 New
RBFC
262
Roman Butler Fullerton & Co
Missouri
$239K -$18K -229 -7%
QS
263
Quantitative Strategies
California
$237K +$237K +3,119 New
OIA
264
OneDigital Investment Advisors
Kansas
$237K +$76 +1 +0%
KCM
265
Kendall Capital Management
Maryland
$231K +$231K +3,061 New
PCA
266
Prosperity Capital Advisors
Ohio
$227K -$302 -4 -0.1%
MWM
267
Mascagni Wealth Management
Mississippi
$227K +$227K +3,182 New
AF
268
Allworth Financial
California
$227K -$4.21K -53 -2%
EAM
269
Evanson Asset Management
California
$227K – – –
ICMM
270
Integrated Capital Management (Michigan)
Michigan
$225K -$2.41M -31,885 -91%
SFG
271
Snider Financial Group
Washington
$224K +$224K +2,969 New
IAA
272
Independent Advisor Alliance
North Carolina
$224K +$224K +2,959 New
Focus Partners Wealth
273
Focus Partners Wealth
Massachusetts
$220K +$220K +2,918 New
BWL
274
Bogart Wealth LLC
Virginia
$220K +$227 +3 +0.1%
SWM
275
Silverlake Wealth Management
Vermont
$219K +$219K +2,896 New
9 10
11
12 13