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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 Holding Trade Value Shares
Change 		Shares
Change %
IAG
51
Ipsen Advisor Group
Arkansas
$5.76M +$5.76M +76,297 New
OC
52
OxenFree Capital
Florida
$5.4M +$222K +2,936 +4%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$5.39M +$2.23M +29,508 +71%
CAC
54
Certified Advisory Corp
Florida
$5.11M +$269K +3,566 +6%
FC
55
Forte Capital
New York
$4.96M -$806K -10,670 -14%
TF
56
Tandem Financial
Colorado
$4.95M +$4.95M +65,601 New
BIP
57
Bouvel Investment Partners
Pennsylvania
$4.61M +$4.61M +61,080 New
WGCA
58
Wolf Group Capital Advisors
Virginia
$4.52M – – –
CWM
59
Castle Wealth Management
Florida
$4.49M -$127K -1,676 -3%
SAM
60
Summit Asset Management
Tennessee
$4.48M -$25.7K -340 -0.6%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$4.39M +$53.2K +705 +1%
AFG
62
Allegheny Financial Group
Pennsylvania
$4.39M +$2.65M +35,136 +153%
VCM
63
Verde Capital Management
Michigan
$4.17M +$309K +4,096 +8%
VWS
64
Virtus Wealth Solutions
New Jersey
$4.07M +$4.07M +53,840 New
NL
65
NWAM LLC
Washington
$3.92M +$18.3K +242 +0.5%
KWA
66
Kellett Wealth Advisors
Ohio
$3.78M +$212K +2,802 +6%
PA
67
PFG Advisors
Arizona
$3.63M -$100K -1,324 -3%
KWA
68
Kingswood Wealth Advisors
California
$3.61M +$2.4M +31,824 +199%
P
69
&Partners
Tennessee
$3.59M +$53.4K +697 +2%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$3.5M +$201K +2,663 +6%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$3.38M +$1.76M +23,306 +109%
CCM
72
Chaney Capital Management
Washington
$3.27M +$512K +6,785 +19%
MFG
73
Merit Financial Group
Georgia
$3.26M +$1.36K +18 +0%
AT
74
American Trust
Kentucky
$3.17M +$3.17M +42,014 New
FLI
75
Family Legacy Inc
South Carolina
$3.16M -$42.3K -553 -1%
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3
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