IMCG icon

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 %
IP
76
Ignite Planners
California
$2.11M 31,129 +2,779 +10%
CS
77
Capital Square
Tennessee
$2.1M 30,225 – –
Goldman Sachs
78
Goldman Sachs
New York
$2.09M 30,886 -25,368 -45%
LI
79
LRI Investments
Florida
$2.01M 29,730 -210 -0.7%
AAS
80
Asset Allocation Strategies
Michigan
$1.95M 28,783 -361 -1%
AA
81
Aire Advisors
California
$1.89M 27,841 +87 +0.3%
CMP
82
Courage Miller Partners
Virginia
$1.88M 27,792 -124 -0.4%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$1.87M 27,670 -1,437 -5%
GIA
84
GHP Investment Advisors
Colorado
$1.86M 27,505 -424 -2%
KAS
85
Kestra Advisory Services
Texas
$1.81M 30,867 +3,293 +12%
AT
86
Arden Trust
Delaware
$1.81M 26,661 – –
Comerica Bank
87
Comerica Bank
Texas
$1.8M 26,589 -690 -3%
MSA
88
Marino Stram & Associates
Massachusetts
$1.78M 26,255 +329 +1%
AWA
89
Arete Wealth Advisors
Illinois
$1.69M 24,952 -380 -2%
MFG
90
Merit Financial Group
Georgia
$1.64M 24,236 -319 -1%
PS
91
Principal Securities
Iowa
$1.62M 23,940 +2,524 +12%
HAIM
92
Hunter Associates Investment Management
Pennsylvania
$1.59M 23,381 -1,504 -6%
William Blair & Company
93
William Blair & Company
Illinois
$1.57M 23,241 +17,972 +341%
PFS
94
Prospect Financial Services
New York
$1.51M 22,239 +469 +2%
HIS
95
Horizon Investment Services
Indiana
$1.5M 22,180 +240 +1%
AAS
96
Ameritas Advisory Services
Nebraska
$1.46M 21,556 +157 +0.7%
HH
97
Hilltop Holdings
Texas
$1.41M 20,801 +1,417 +7%
PPWM
98
Perissos Private Wealth Management
Oklahoma
$1.36M 20,088 -4,166 -17%
AFG
99
Allegheny Financial Group
Pennsylvania
$1.35M 19,974 +1,290 +7%
IWC
100
Integrated Wealth Concepts
Massachusetts
$1.35M 19,921 +391 +2%
2 3
4
5 6