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iShares Morningstar Mid-Cap Growth ETF

356 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 67 funds opening new positions, 141 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 19

88% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 75

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

26% more capital invested

Capital invested by funds: $1.19B → $1.49B (+$303M)

13% more funds holding

Funds holding: 316356 (+40)

4.67% more ownership

Funds ownership: 55.29%59.96% (+4.7%)

Holders
356
Holders Change
+40
Holders Change %
+12.66%
% of All Funds
4.69%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
67
Increased
141
Reduced
75
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
351
AmeriFlex Group
Nevada
$2.78K +$2.68K +35 New
CA
352
Continuum Advisory
Idaho
$1.66K
CPBTD
353
Central Pacific Bank - Trust Division
Hawaii
$1.36K
QCG
354
Quadrant Capital Group
Ohio
$1.22K
FFA
355
Farther Finance Advisors
California
$1.01K +$918 +12 +1,200%
MBFW
356
Morton Brown Family Wealth
Pennsylvania
$378
PWM
357
Provident Wealth Management
Tennessee
$76
ECA
358
Elevation Capital Advisory
Oregon
-$9.41M -128,942 Closed
BWP
359
Baldwin Wealth Partners
Massachusetts
-$715K -9,799 Closed
GS
360
GTS Securities
New York
-$661K -9,065 Closed
BWA
361
BlueChip Wealth Advisors
Georgia
-$498K -6,829 Closed
D.E. Shaw & Co
362
D.E. Shaw & Co
New York
-$497K -6,810 Closed
SWA
363
Stratos Wealth Advisors
Ohio
-$472K -6,463 Closed
VA
364
Valmark Advisers
Ohio
-$411K -5,627 Closed
TC
365
TownSquare Capital
Utah
-$279K -3,818 Closed
SAM
366
Silvercrest Asset Management
New York
-$246K -3,368 Closed
SA
367
Strategic Advocates
Utah
-$236K -3,237 Closed
ICP
368
Interchange Capital Partners
Pennsylvania
-$236K -3,232 Closed
BCG
369
Breakwater Capital Group
New Jersey
-$211K -2,892 Closed
EIP
370
Ellis Investment Partners
Pennsylvania
-$202K -2,764 Closed
PCMC
371
Private Capital Management (Colorado)
Colorado
-$113K -1,544 Closed
CWP
372
Concord Wealth Partners
Virginia
-$75.4K -1,033 Closed
NS
373
NBC Securities
Alabama
-$52K -726 Closed
FDCP
374
Foster Dykema Cabot & Partners
Massachusetts
-$7.15K -98 Closed
CFS
375
CGC Financial Services
Oregon
-$3.14K -43 Closed

IMCG Hedge Fund Activity: Q4 2024 in Review

356 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q4 2024, worth a combined $1.49B — up 26% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new IMCG positions and 19 closed out — a net gain of 48 holders — while 141 added to existing stakes and 75 trimmed.

The largest buyer was AdvisorShares Investments, opening a new position worth an estimated $41.8M. The largest seller was Elevation Capital Advisory, exiting entirely with an estimated $9.41M sold.

  • 356 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q4 2024, up from 316 in Q3 2024.
  • Funds reported $1.49B of iShares Morningstar Mid-Cap Growth ETF stock for Q4 2024, up 26% quarter-over-quarter.
  • 67 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q4 2024 and 19 closed out, a net change of +48 holders.
  • The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q4 2024 was AdvisorShares Investments, an estimated $41.8M added.
  • The largest iShares Morningstar Mid-Cap Growth ETF seller in Q4 2024 was Elevation Capital Advisory, an estimated $9.41M sold.

Based on aggregated 13F filings for Q4 2024.