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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

293 hedge funds and large institutions have $1.08B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 125 increasing their positions, 78 reducing their positions, and 21 closing their positions.

Holders
293
Holders Change
-5
Holders Change %
-1.68%
% of All Funds
4.26%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
22
Increased
125
Reduced
78
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$35.1M
2
Ameriprise
2
Ameriprise
Minnesota
$71.2M
3
AWM
3
Avior Wealth Management
Nebraska
$35.5M
4
ES
4
Eagle Strategies
New York
$7.41M
5
EH
5
Equitable Holdings
New York
$14.5M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$62.1M
2
CCWM
2
Correct Capital Wealth Management
Missouri
$0
3
FC
3
Forte Capital
New York
$7.1M
4
EFG
4
Ethos Financial Group
Pennsylvania
$0
5
NL
5
NWAM LLC
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
26
Steele Capital Management
Iowa
$11.1M 163,812 -1,655 -1%
MTC
27
Matrix Trust Company
Colorado
$11.1M 163,812 -1,347 -0.8%
CWM
28
Capital Wealth Management
Rhode Island
$10.6M 157,098 +761 +0.5%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$8.95M 132,118 +5,510 +4%
SCA
30
Scott Capital Advisors
Oregon
$8.53M 126,466 -23,709 -16%
ERFOTCOFW
31
Employees Retirement Fund of the City of Fort Worth
Texas
$8.33M 123,000 – –
RJA
32
Raymond James & Associates
Florida
$8.09M 119,444 -13,696 -10%
E
33
ETFidea
New York
$8.06M 119,039 – –
MOS
34
MGO One Seven
Ohio
$7.54M 111,250 +455 +0.4%
SPIA
35
Steward Partners Investment Advisory
New York
$7.44M 109,822 +2,683 +3%
ES
36
Eagle Strategies
New York
$7.41M 109,301 +87,040 +391%
IIC
37
Integrated Investment Consultants
Michigan
$7.36M 104,152 – –
FC
38
Forte Capital
New York
$7.1M 104,733 -167,033 -61%
PAG
39
Private Advisor Group
New Jersey
$6.63M 97,779 +9,931 +11%
C
40
CEDRUS
Colorado
$6.47M 95,526 +5,075 +6%
Truist Financial
41
Truist Financial
North Carolina
$6.3M 92,920 +1,799 +2%
PP
42
PFS Partners
New Jersey
$6.2M 91,494 +1,361 +2%
OC
43
Oppenheimer & Co
New York
$6.19M 91,402 -5,120 -5%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$6.11M 90,142 +13,662 +18%
SPC
45
Sigma Planning Corp
Michigan
$6.03M 89,035 +2,526 +3%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$5.76M 85,060 -3,920 -4%
BFC
47
Bedel Financial Consulting
Indiana
$5.58M 82,311 +1,439 +2%
WGCA
48
Wolf Group Capital Advisors
Virginia
$4.82M 71,148 -2,994 -4%
NFG
49
Nations Financial Group
Iowa
$4.81M 70,946 +14,822 +26%
KWM
50
Kingsview Wealth Management
Oregon
$4.67M 68,923 +49,540 +256%
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