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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 %
MML Investors Services
51
MML Investors Services
Massachusetts
$4.61M 67,976 +2,204 +3%
OC
52
OxenFree Capital
Florida
$4.39M 64,846 -23,631 -27%
CAC
53
Certified Advisory Corp
Florida
$4.14M 61,101 -1,308 -2%
SAM
54
Summit Asset Management
Tennessee
$4.07M 60,002 -958 -2%
CWM
55
Castle Wealth Management
Florida
$4.01M 59,154 +5,006 +9%
VNA
56
Valley National Advisers
Pennsylvania
$3.88M 57,265 +3,175 +6%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$3.74M 55,228 -18 -0%
Corient Private Wealth
58
Corient Private Wealth
Florida
$3.54M 52,276 -378 -0.7%
Creative Planning
59
Creative Planning
Kansas
$3.38M 49,912 -466 -0.9%
PA
60
PFG Advisors
Arizona
$3.3M 48,721 +13,312 +38%
VCM
61
Verde Capital Management
Michigan
$3.29M 48,564 +5,767 +13%
KWA
62
Kellett Wealth Advisors
Ohio
$2.95M 43,538 +43,538 New
FLI
63
Family Legacy Inc
South Carolina
$2.93M 43,305 +1,001 +2%
NA
64
NewEdge Advisors
Louisiana
$2.82M 41,604 +13,713 +49%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$2.76M 40,802 +2,640 +7%
GRP
66
Global Retirement Partners
California
$2.65M 39,162 +4,469 +13%
WIA
67
World Investment Advisors
California
$2.65M 39,072 +2,022 +5%
HighTower Advisors
68
HighTower Advisors
Illinois
$2.59M 38,190 +193 +0.5%
Citadel Advisors
69
Citadel Advisors
Florida
$2.57M 37,951 +37,951 New
VWA
70
Visionary Wealth Advisors
Illinois
$2.57M 37,877 +1,595 +4%
P
71
&Partners
Tennessee
$2.37M 34,987 +28,343 +427%
PAS
72
Park Avenue Securities
New York
$2.27M 33,481 -609 -2%
RC
73
Rovin Capital
Arizona
$2.18M 32,103 +1,547 +5%
BDF
74
Black Diamond Financial
Maryland
$2.14M 31,636 +1,362 +4%
LWL
75
Leo Wealth LLC
Texas
$2.13M 31,748 +2,357 +8%
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