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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.

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 Market Value Shares Shares
Change 		Shares
Change %
MTC
26
Matrix Trust Company
Colorado
$11.7M 165,159 -3,972 -2%
IWP
27
IAG Wealth Partners
Wisconsin
$11.3M 159,474 +6,942 +5%
CAN
28
Cetera Advisor Networks
California
$11.1M 156,722 -4,741 -3%
CWM
29
Capital Wealth Management
Rhode Island
$11M 156,337 -911 -0.6%
SCA
30
Scott Capital Advisors
Oregon
$10.5M 150,175 +4,493 +3%
EH
31
Equitable Holdings
New York
$9.44M 133,610 +4,575 +4%
RJA
32
Raymond James & Associates
Florida
$9.41M 133,140 +10,134 +8%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$8.95M 126,608 -94,581 -43%
ERFOTCOFW
34
Employees Retirement Fund of the City of Fort Worth
Texas
$8.69M 123,000 – –
EFG
35
Ethos Financial Group
Pennsylvania
$8.43M 119,307 +119,307 New
E
36
ETFidea
New York
$8.41M 119,039 -4,418 -4%
MOS
37
MGO One Seven
Ohio
$7.83M 110,795 +4,771 +4%
SPIA
38
Steward Partners Investment Advisory
New York
$7.57M 107,139 +8,235 +8%
IIC
39
Integrated Investment Consultants
Michigan
$7.36M 104,152 -35,015 -25%
OC
40
Oppenheimer & Co
New York
$6.82M 96,522 -328 -0.3%
Truist Financial
41
Truist Financial
North Carolina
$6.44M 91,121 -510 -0.6%
C
42
CEDRUS
Colorado
$6.39M 90,451 +6,037 +7%
PP
43
PFS Partners
New Jersey
$6.37M 90,133 +2,222 +3%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$6.29M 88,980 +1,925 +2%
OC
45
OxenFree Capital
Florida
$6.25M 88,477 +2,458 +3%
PAG
46
Private Advisor Group
New Jersey
$6.21M 87,848 +12,858 +17%
SPC
47
Sigma Planning Corp
Michigan
$6.11M 86,509 +48,369 +127%
BFC
48
Bedel Financial Consulting
Indiana
$5.72M 80,872 +1,568 +2%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$5.41M 76,480 +15,900 +26%
MML Investors Services
50
MML Investors Services
Massachusetts
$4.65M 65,772 +1,052 +2%
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