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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.

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
1
AdvisorShares Investments
Maryland
$41.3M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$42.8M
3
LPL Financial
3
LPL Financial
California
$89.8M
4
Wells Fargo
4
Wells Fargo
California
$43.2M
5
Ameriprise
5
Ameriprise
Minnesota
$105M

Top Sellers

1
ECA
1
Elevation Capital Advisory
Oregon
$0
2
KWM
2
Kingsview Wealth Management
Oregon
$2.18M
3
EH
3
Equitable Holdings
New York
$10.6M
4
ICMM
4
Integrated Capital Management (Michigan)
Michigan
$225K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
351
Quadrant Capital Group
Ohio
$1.22K – – –
FFA
352
Farther Finance Advisors
California
$1.01K +$929 +12 +1,200%
MBFW
353
Morton Brown Family Wealth
Pennsylvania
$378 – – –
PWM
354
Provident Wealth Management
Tennessee
$76 – – –
ECA
355
Elevation Capital Advisory
Oregon
– -$9.41M -128,942 Closed
BWP
356
Baldwin Wealth Partners
Massachusetts
– -$715K -9,799 Closed
GS
357
GTS Securities
New York
– -$661K -9,065 Closed
BWA
358
BlueChip Wealth Advisors
Georgia
– -$498K -6,829 Closed
D.E. Shaw & Co
359
D.E. Shaw & Co
New York
– -$497K -6,810 Closed
SWA
360
Stratos Wealth Advisors
Ohio
– -$472K -6,463 Closed
VA
361
Valmark Advisers
Ohio
– -$411K -5,627 Closed
TC
362
TownSquare Capital
Utah
– -$279K -3,818 Closed
SAM
363
Silvercrest Asset Management
New York
– -$246K -3,368 Closed
SA
364
Strategic Advocates
Utah
– -$236K -3,237 Closed
ICP
365
Interchange Capital Partners
Pennsylvania
– -$236K -3,232 Closed
BCG
366
Breakwater Capital Group
New Jersey
– -$211K -2,892 Closed
EIP
367
Ellis Investment Partners
Pennsylvania
– -$202K -2,764 Closed
PCMC
368
Private Capital Management (Colorado)
Colorado
– -$113K -1,544 Closed
CWP
369
Concord Wealth Partners
Virginia
– -$75.4K -1,033 Closed
NS
370
NBC Securities
Alabama
– -$52K -726 Closed
FDCP
371
Foster Dykema Cabot & Partners
Massachusetts
– -$7.15K -98 Closed
CFS
372
CGC Financial Services
Oregon
– -$3.14K -43 Closed
CPA
373
Clear Point Advisors
New York
– -$1.39K -19 Closed
11 12 13 14
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