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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 Market Value Shares Shares
Change 		Shares
Change %
MTC
26
Matrix Trust Company
Colorado
$13.9M 184,472 -1,562 -0.8%
GM
27
GeoWealth Management
Illinois
$13.5M 178,430 +49,685 +39%
IWP
28
IAG Wealth Partners
Wisconsin
$12.9M 170,503 -302 -0.2%
AAP
29
Arax Advisory Partners
Colorado
$12.3M 162,754 +162,596 +102,909%
CWM
30
Capital Wealth Management
Rhode Island
$11.8M 156,090 -465 -0.3%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$10.6M 140,180 +18,824 +16%
EH
32
Equitable Holdings
New York
$10.6M 140,056 -38,094 -21%
SPC
33
Sigma Planning Corp
Michigan
$9.95M 131,788 +13,134 +11%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$9.95M 131,749 +48,876 +59%
ERFOTCOFW
35
Employees Retirement Fund of the City of Fort Worth
Texas
$9.29M 123,000 – –
SCA
36
Scott Capital Advisors
Oregon
$9.2M 121,935 -302 -0.2%
ES
37
Eagle Strategies
New York
$8.99M 119,082 +8,180 +7%
MFG
38
Marmo Financial Group
Tennessee
$8.84M 117,110 -1,938 -2%
IIC
39
Integrated Investment Consultants
Michigan
$8.37M 113,762 +999 +0.9%
Truist Financial
40
Truist Financial
North Carolina
$8.26M 109,372 +13,817 +14%
MOS
41
MGO One Seven
Ohio
$8.22M 108,806 -2,344 -2%
SOWAS
42
Silver Oak Wealth Advisors Services
California
$7.67M 101,555 +101,555 New
NFG
43
Nations Financial Group
Iowa
$7.61M 100,775 +13,359 +15%
BFC
44
Bedel Financial Consulting
Indiana
$7.37M 92,209 +4,365 +5%
PP
45
PFS Partners
New Jersey
$7.07M 93,643 +1,301 +1%
OC
46
Oppenheimer & Co
New York
$6.69M 88,557 +963 +1%
SPIA
47
Steward Partners Investment Advisory
New York
$6.64M 87,848 +1,820 +2%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$6.45M 85,339 -4,464 -5%
WTFG
49
Wood Tarver Financial Group
Idaho
$5.99M 79,322 +79,322 New
MML Investors Services
50
MML Investors Services
Massachusetts
$5.82M 77,114 +5,892 +8%
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