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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 %
HighTower Advisors
76
HighTower Advisors
Illinois
$2.46M 33,793 -4,397 -12%
NA
77
NewEdge Advisors
Louisiana
$2.42M 33,137 -8,467 -20%
BDF
78
Black Diamond Financial
Maryland
$2.41M 32,992 +1,356 +4%
LI
79
LRI Investments
Florida
$2.3M 29,730 – –
SC
80
Savant Capital
Illinois
$2.07M 28,410 +28,410 New
CS
81
Capital Square
Tennessee
$2.06M 28,186 -2,039 -7%
AA
82
Aire Advisors
California
$2.03M 27,751 -90 -0.3%
GIA
83
GHP Investment Advisors
Colorado
$2.01M 27,500 -5 -0%
Jane Street
84
Jane Street
New York
$2M 27,346 +27,346 New
CMP
85
Courage Miller Partners
Virginia
$1.98M 27,084 -708 -3%
PS
86
Principal Securities
Iowa
$1.96M 26,847 +2,907 +12%
MSA
87
Marino Stram & Associates
Massachusetts
$1.96M 26,806 +551 +2%
Comerica Bank
88
Comerica Bank
Texas
$1.94M 26,582 -7 -0%
William Blair & Company
89
William Blair & Company
Illinois
$1.88M 25,777 +2,536 +11%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$1.84M 25,423 -2,247 -8%
KAS
91
Kestra Advisory Services
Texas
$1.83M 25,111 -5,756 -19%
AWA
92
Arete Wealth Advisors
Illinois
$1.78M 24,512 -440 -2%
HAIM
93
Hunter Associates Investment Management
Pennsylvania
$1.78M 24,311 +930 +4%
Corient Private Wealth
94
Corient Private Wealth
Florida
$1.77M 24,196 -28,080 -54%
PAS
95
Park Avenue Securities
New York
$1.75M 23,963 -9,518 -28%
AFG
96
Allegheny Financial Group
Pennsylvania
$1.68M 22,984 +3,010 +15%
PFS
97
Prospect Financial Services
New York
$1.67M 22,846 +607 +3%
Goldman Sachs
98
Goldman Sachs
New York
$1.63M 22,344 -8,542 -28%
HIS
99
Horizon Investment Services
Indiana
$1.62M 22,191 +11 +0%
HH
100
Hilltop Holdings
Texas
$1.61M 22,047 +1,246 +6%
2 3
4
5 6