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 %
SWM
301
Spire Wealth Management
Virginia
$6.86K +$6.13K +84 +840%
EWM
302
EPG Wealth Management
Georgia
$3.5K +$3.5K +48 New
ADL
303
Asset Dedication LLC
California
$3.5K – – –
RPCA
304
Running Point Capital Advisors
California
$3.36K – – –
CFS
305
CGC Financial Services
Oregon
$3.14K – – –
PP
306
PrairieView Partners
Minnesota
$3K – – –
CA
307
Continuum Advisory
Idaho
$1.7K – – –
GJIA
308
Glass Jacobson Investment Advisors
Maryland
$1.61K – – –
CPA
309
Clear Point Advisors
New York
$1.39K – – –
CPBTD
310
Central Pacific Bank - Trust Division
Hawaii
$1.31K – – –
QCG
311
Quadrant Capital Group
Ohio
$1.17K +$1.17K +16 New
MBFW
312
Morton Brown Family Wealth
Pennsylvania
$365 – – –
EWP
313
Elevation Wealth Partners
California
$219 – – –
FFA
314
Farther Finance Advisors
California
$94 -$94 -1 -50%
PWM
315
Provident Wealth Management
Tennessee
$73 – – –
WIA
316
World Investment Advisors
California
– -$2.65M -39,072 Closed
Prudential Financial
317
Prudential Financial
New Jersey
– -$1.03M -15,223 Closed
OMC
318
Old Mission Capital
Illinois
– -$641K -9,463 Closed
IA
319
IFG Advisory
Georgia
– -$469K -6,929 Closed
RIA
320
Realta Investment Advisors
Delaware
– -$193K -2,843 Closed
OWA
321
Opal Wealth Advisors
New York
– -$174K -2,572 Closed
TSWM
322
Tyler-Stone Wealth Management
Ohio
– -$38.9K -574 Closed
EW
323
Element Wealth
Mississippi
– -$12.5K -185 Closed
WIA
324
Wetzel Investment Advisors
Indiana
– -$11.1K -157 Closed
RWMG
325
Redwood Wealth Management Group
New Jersey
– -$10.2K -150 Closed
10 11 12
13
14