IMCG icon

iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

314 hedge funds and large institutions have $1.18B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 118 increasing their positions, 84 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+21
Holders Change %
+7.17%
% of All Funds
4.54%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
35
Increased
118
Reduced
84
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$88.4M
2
ECA
Elevation Capital Advisory
Oregon
$9.41M
3
GM
GeoWealth Management
Illinois
$9.39M
4
LPL Financial
LPL Financial
California
$72M
5
NL
NWAM LLC
Washington
$3.77M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$234K
2
Morgan Stanley
Morgan Stanley
New York
$57.9M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$44M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$34.3M
5
MFG
Marmo Financial Group
Tennessee
$8.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
276
O'Shaughnessy Asset Management
Connecticut
$47.6K +$47.6K +637 New
MA
277
MCF Advisors
Kentucky
$40.1K – – –
SL
278
Salomon & Ludwin
Virginia
$39.7K – – –
TFGT
279
TS Financial Group (TSFG)
Illinois
$37K +$72 +1 +0.2%
CFGS
280
Concourse Financial Group Securities
Alabama
$31.4K – – –
OC
281
Oakworth Capital
Alabama
$30.6K – – –
HNB
282
Huntington National Bank
Ohio
$29.9K -$27.8K – –
BCWM
283
Bartlett & Co Wealth Management
Ohio
$29.2K – – –
CIBC Private Wealth Group
284
CIBC Private Wealth Group
Georgia
$29.2K +$29.2K +400 New
AIC
285
Archer Investment Corporation
Indiana
$25K – – –
GEA
286
Glen Eagle Advisors
New Jersey
$21.5K +$7.66K +105 +55%
ACA
287
Aptus Capital Advisors
Alabama
$20.1K – – –
WT
288
Whittier Trust
California
$17.5K – – –
MSG
289
Main Street Group
Virginia
$17.5K – – –
EB
290
Eastern Bank
Massachusetts
$16.2K +$16.2K +222 New
FDCDDQ
291
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.3K – – –
AAP
292
Arax Advisory Partners
Colorado
$11.5K +$73 +1 +0.6%
S
293
SignatureFD
Georgia
$9.63K – – –
CMA
294
Cedar Mountain Advisors
Oregon
$8.83K -$803 -11 -8%
FPFS
295
First Personal Financial Services
North Carolina
$8.32K – – –
GWSG
296
GPS Wealth Strategies Group
Colorado
$8.25K -$3.72K -51 -31%
Russell Investments Group
297
Russell Investments Group
United Kingdom
$7.74K – – –
EWA
298
EverSource Wealth Advisors
Alabama
$7.66K – – –
FDCP
299
Foster Dykema Cabot & Partners
Massachusetts
$7.15K +$7.15K +98 New
KFI
300
Key Financial Inc
Pennsylvania
$7.01K – – –
10 11
12
13 14