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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 Market Value Shares Shares
Change 		Shares
Change %
RC
76
Rovin Capital
Arizona
$3.15M 41,749 +5,567 +15%
GRP
77
Global Retirement Partners
California
$3.11M 41,236 +3,335 +9%
NA
78
NewEdge Advisors
Louisiana
$3.09M 40,874 +7,737 +23%
VNA
79
Valley National Advisers
Pennsylvania
$3.07M 40,652 +3,521 +9%
Creative Planning
80
Creative Planning
Kansas
$2.98M 39,430 -10,509 -21%
SA
81
Sovran Advisors
California
$2.9M 38,101 +38,101 New
LWL
82
Leo Wealth LLC
Texas
$2.9M 38,388 +1,085 +3%
EP
83
Essential Planning
New Hampshire
$2.89M 37,830 +37,830 New
FIA
84
Foundations Investment Advisors
Arizona
$2.87M 38,006 +35,171 +1,241%
IP
85
Ignite Planners
California
$2.79M 36,461 +433 +1%
VWA
86
Visionary Wealth Advisors
Illinois
$2.67M 35,376 +954 +3%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$2.58M 34,116 +15,017 +79%
PFS
88
Prospera Financial Services
Texas
$2.52M 33,400 +28,436 +573%
BDF
89
Black Diamond Financial
Maryland
$2.52M 33,347 +355 +1%
BSG
90
Black Swift Group
Colorado
$2.39M 31,700 +31,700 New
CS
91
Capital Square
Tennessee
$2.36M 29,702 +1,516 +5%
HighTower Advisors
92
HighTower Advisors
Illinois
$2.35M 31,049 -2,744 -8%
MSA
93
Marino Stram & Associates
Massachusetts
$2.28M 30,220 +3,414 +13%
LI
94
LRI Investments
Florida
$2.25M 29,730 – –
William Blair & Company
95
William Blair & Company
Illinois
$2.23M 29,565 +3,788 +15%
GIA
96
Gladstone Institutional Advisory
Florida
$2.23M 29,470 +24,362 +477%
KWM
97
Kingsview Wealth Management
Oregon
$2.18M 28,850 -44,393 -61%
AA
98
Aire Advisors
California
$2.15M 28,518 +767 +3%
PS
99
Principal Securities
Iowa
$2.15M 28,451 +1,604 +6%
PAS
100
Park Avenue Securities
New York
$2.12M 28,110 +4,147 +17%
2 3
4
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