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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

298 hedge funds and large institutions have $1.13B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 120 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+4
Holders Change %
+1.36%
% of All Funds
4.32%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
31
Increased
120
Reduced
88
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$104M
2
AWM
2
Avior Wealth Management
Nebraska
$25.9M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$13.2M
4
EFG
4
Ethos Financial Group
Pennsylvania
$8.43M
5
AAS
5
Avantax Advisory Services
Texas
$28.1M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$159K
2
Morgan Stanley
2
Morgan Stanley
New York
$63.5M
3
UBS Group
3
UBS Group
Switzerland
$0
4
CFD
4
Creative Financial Designs
Indiana
$20.1M
5
GM
5
GeoWealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
276
Nordwand Advisors
Pennsylvania
$16K – – –
FDCDDQ
277
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.8K – – –
FFA
278
Farther Finance Advisors
California
$14.7K – – –
EW
279
Element Wealth
Mississippi
$13.1K – – –
GWSG
280
GPS Wealth Strategies Group
Colorado
$11.6K -$8.41K -119 -42%
AAP
281
Arax Advisory Partners
Colorado
$11.1K – – –
WIA
282
Wetzel Investment Advisors
Indiana
$10.3K +$659 +10 +7%
CMA
283
Cedar Mountain Advisors
Oregon
$9.33K – – –
GEA
284
Glen Eagle Advisors
New Jersey
$9.19K +$7.07K +100 +333%
Russell Investments Group
285
Russell Investments Group
United Kingdom
$7.46K -$4.58K -65 -38%
EWA
286
EverSource Wealth Advisors
Alabama
$6.98K – – –
KFI
287
Key Financial Inc
Pennsylvania
$6.79K – – –
EWM
288
Evermay Wealth Management
Virginia
$5.58K +$5.58K +79 New
S
289
SignatureFD
Georgia
$4.24K – – –
RPCA
290
Running Point Capital Advisors
California
$3.25K – – –
PP
291
PrairieView Partners
Minnesota
$3K – – –
AWM
292
Abound Wealth Management
Tennessee
$2.55K +$2.55K +36 New
CA
293
Continuum Advisory
Idaho
$1.51K +$1.51K +22 New
CPA
294
Clear Point Advisors
New York
$1.34K – – –
CPBTD
295
Central Pacific Bank - Trust Division
Hawaii
$1.26K +$1.26K +18 New
FPFS
296
First Personal Financial Services
North Carolina
$919 +$919 +13 New
SWM
297
Spire Wealth Management
Virginia
$707 – – –
MBFW
298
Morton Brown Family Wealth
Pennsylvania
$353 – – –
PWM
299
Provident Wealth Management
Tennessee
$71 – – –
UBS Group
300
UBS Group
Switzerland
– -$32.1M -497,644 Closed
9 10 11
12
13