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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 %
MML Investors Services
51
MML Investors Services
Massachusetts
$5.2M 71,222 +3,246 +5%
OC
52
OxenFree Capital
Florida
$5M 68,543 +3,697 +6%
CAC
53
Certified Advisory Corp
Florida
$4.67M 64,035 +2,934 +5%
WGCA
54
Wolf Group Capital Advisors
Virginia
$4.52M 74,142 +2,994 +4%
CWM
55
Castle Wealth Management
Florida
$4.46M 61,176 +2,022 +3%
SAM
56
Summit Asset Management
Tennessee
$4.36M 59,702 -300 -0.5%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$4.19M 57,476 +2,248 +4%
NL
58
NWAM LLC
Washington
$3.77M 51,702 +51,702 New
VCM
59
Verde Capital Management
Michigan
$3.73M 51,052 +2,488 +5%
Creative Planning
60
Creative Planning
Kansas
$3.64M 49,939 +27 +0.1%
PA
61
PFG Advisors
Arizona
$3.6M 49,339 +618 +1%
KWA
62
Kellett Wealth Advisors
Ohio
$3.45M 47,224 +3,686 +8%
P
63
&Partners
Tennessee
$3.37M 46,143 +11,156 +32%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$3.19M 43,664 +2,862 +7%
MFG
65
Merit Financial Group
Georgia
$3.15M 43,175 +18,939 +78%
FLI
66
Family Legacy Inc
South Carolina
$3.05M 41,857 -1,448 -3%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$3.04M 41,656 +30,888 +287%
GRP
68
Global Retirement Partners
California
$2.77M 37,901 -1,261 -3%
LWL
69
Leo Wealth LLC
Texas
$2.72M 37,303 +5,555 +17%
VNA
70
Valley National Advisers
Pennsylvania
$2.71M 37,131 -20,134 -35%
CCM
71
Chaney Capital Management
Washington
$2.66M 36,463 +20,572 +129%
RC
72
Rovin Capital
Arizona
$2.64M 36,182 +4,079 +13%
IP
73
Ignite Planners
California
$2.63M 36,028 +4,899 +16%
ICMM
74
Integrated Capital Management (Michigan)
Michigan
$2.54M 34,859 +34,859 New
VWA
75
Visionary Wealth Advisors
Illinois
$2.51M 34,422 -3,455 -9%
1 2
3
4 5