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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.

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
1
Ameriprise
Minnesota
$88.4M
2
ECA
2
Elevation Capital Advisory
Oregon
$9.41M
3
GM
3
GeoWealth Management
Illinois
$9.39M
4
LPL Financial
4
LPL Financial
California
$72M
5
NL
5
NWAM LLC
Washington
$3.77M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$234K
2
Morgan Stanley
2
Morgan Stanley
New York
$57.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$44M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$34.3M
5
MFG
5
Marmo Financial Group
Tennessee
$8.69M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
26
Capital Wealth Management
Rhode Island
$11.4M 156,555 -543 -0.3%
RJA
27
Raymond James & Associates
Florida
$9.79M 134,148 +14,704 +12%
ECA
28
Elevation Capital Advisory
Oregon
$9.41M 128,942 +128,942 New
GM
29
GeoWealth Management
Illinois
$9.39M 128,745 +128,745 New
ERFOTCOFW
30
Employees Retirement Fund of the City of Fort Worth
Texas
$8.98M 123,000 – –
SCA
31
Scott Capital Advisors
Oregon
$8.92M 122,237 -4,229 -3%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$8.86M 121,356 -10,762 -8%
MFG
33
Marmo Financial Group
Tennessee
$8.69M 119,048 -88,191 -43%
E
34
ETFidea
New York
$8.69M 119,039 – –
SPC
35
Sigma Planning Corp
Michigan
$8.66M 118,654 +29,619 +33%
MOS
36
MGO One Seven
Ohio
$8.11M 111,150 -100 -0.1%
ES
37
Eagle Strategies
New York
$8.09M 110,902 +1,601 +1%
IIC
38
Integrated Investment Consultants
Michigan
$8.01M 112,763 +8,611 +8%
PAG
39
Private Advisor Group
New Jersey
$7.68M 105,208 +7,429 +8%
C
40
CEDRUS
Colorado
$7.55M 103,508 +7,982 +8%
Truist Financial
41
Truist Financial
North Carolina
$6.97M 95,555 +2,635 +3%
PP
42
PFS Partners
New Jersey
$6.74M 92,342 +848 +0.9%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$6.55M 89,803 -339 -0.4%
BFC
44
Bedel Financial Consulting
Indiana
$6.41M 87,844 +5,533 +7%
OC
45
Oppenheimer & Co
New York
$6.39M 87,594 -3,808 -4%
NFG
46
Nations Financial Group
Iowa
$6.38M 87,416 +16,470 +23%
SPIA
47
Steward Partners Investment Advisory
New York
$6.28M 86,028 -23,794 -22%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$6.05M 82,873 -2,187 -3%
FC
49
Forte Capital
New York
$5.57M 76,334 -28,399 -27%
KWM
50
Kingsview Wealth Management
Oregon
$5.34M 73,243 +4,320 +6%
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