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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

298 hedge funds and large institutions have $1.13B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 120 increasing their positions, 88 reducing their positions, and 23 closing their positions.

Holders
298
Holders Change
+4
Holders Change %
+1.36%
% of All Funds
4.32%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
31
Increased
120
Reduced
88
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$104M
2
AWM
2
Avior Wealth Management
Nebraska
$25.9M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$13.2M
4
EFG
4
Ethos Financial Group
Pennsylvania
$8.43M
5
AAS
5
Avantax Advisory Services
Texas
$28.1M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$159K
2
Morgan Stanley
2
Morgan Stanley
New York
$63.5M
3
UBS Group
3
UBS Group
Switzerland
$0
4
CFD
4
Creative Financial Designs
Indiana
$20.1M
5
GM
5
GeoWealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FA
76
Fermata Advisors
California
$2.34M 33,150 -26,318 -44%
RC
77
Rovin Capital
Arizona
$2.16M 30,556 +1,933 +7%
CS
78
Capital Square
Tennessee
$2.14M 30,225 +30,225 New
LI
79
LRI Investments
Florida
$2.12M 29,940 +29,940 New
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$2.07M 29,107 -2,973 -9%
LWL
81
Leo Wealth LLC
Texas
$2.06M 29,391 +29 +0.1%
AAS
82
Asset Allocation Strategies
Michigan
$2.06M 29,144 -571 -2%
IP
83
Ignite Planners
California
$1.99M 28,350 +2,203 +8%
GIA
84
GHP Investment Advisors
Colorado
$1.97M 27,929 -222 -0.8%
CMP
85
Courage Miller Partners
Virginia
$1.97M 27,916 -453 -2%
NA
86
NewEdge Advisors
Louisiana
$1.97M 27,891 -2,587 -8%
AA
87
Aire Advisors
California
$1.96M 27,754 +39 +0.1%
BDF
88
Black Diamond Financial
Maryland
$1.95M 30,274 – –
KAS
89
Kestra Advisory Services
Texas
$1.95M 27,574 +3,743 +16%
Comerica Bank
90
Comerica Bank
Texas
$1.93M 27,279 -99 -0.4%
AT
91
Arden Trust
Delaware
$1.88M 26,661 – –
WMWM
92
Whitaker-Myers Wealth Managers
Ohio
$1.88M 26,622 -382 -1%
MSA
93
Marino Stram & Associates
Massachusetts
$1.83M 25,926 +825 +3%
AWA
94
Arete Wealth Advisors
Illinois
$1.79M 25,332 +620 +3%
HAIM
95
Hunter Associates Investment Management
Pennsylvania
$1.76M 24,885 +1,037 +4%
PPWM
96
Perissos Private Wealth Management
Oklahoma
$1.71M 24,254 +24,254 New
MFG
97
Merit Financial Group
Georgia
$1.66M 24,555 -1,670 -6%
BAM
98
Belpointe Asset Management
Nevada
$1.62M 22,986 +16,994 +284%
ES
99
Eagle Strategies
New York
$1.57M 22,261 -76,984 -78%
HIS
100
Horizon Investment Services
Indiana
$1.55M 21,940 +2,000 +10%
2 3
4
5 6