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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 %
PFS
101
Prospect Financial Services
New York
$1.54M 21,770 +2,165 +11%
PS
102
Principal Securities
Iowa
$1.51M 21,416 +2,899 +16%
AI
103
Atria Investments
North Carolina
$1.5M 21,275 +4,608 +28%
AAS
104
Ameritas Advisory Services
Nebraska
$1.44M 21,399 +16,243 +315%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$1.4M 19,791 +180 +0.9%
PIAS
106
PCA Investment Advisory Services
Ohio
$1.39M 19,687 +2,615 +15%
IWC
107
Integrated Wealth Concepts
Massachusetts
$1.38M 19,530 +361 +2%
HH
108
Hilltop Holdings
Texas
$1.37M 19,384 +4,130 +27%
KWM
109
Kingsview Wealth Management
Oregon
$1.37M 19,383 +4,343 +29%
CA
110
Cetera Advisors
Colorado
$1.37M 19,366 +9,113 +89%
AF
111
Advisornet Financial
Minnesota
$1.35M 19,063 +137 +0.7%
AFG
112
Allegheny Financial Group
Pennsylvania
$1.32M 18,684 +5,100 +38%
Citigroup
113
Citigroup
New York
$1.18M 16,669 -753 -4%
CAM
114
Cresset Asset Management
Illinois
$1.18M 16,638 +4,800 +41%
MCC
115
Money Concepts Capital
Florida
$1.15M 16,216 -1,198 -7%
DAS
116
Diversify Advisory Services
Utah
$1.12M 15,899 +15,899 New
NCM
117
Neumann Capital Management
California
$1.09M 15,476 -200 -1%
FFN
118
Focus Financial Network
Minnesota
$1.05M 16,005 -2,770 -15%
IC
119
IEQ Capital
California
$1.02M 14,370 – –
WWP
120
WR Wealth Planners
Missouri
$999K 14,132 -3,543 -20%
CIC
121
Carnegie Investment Counsel
Ohio
$999K 14,131 +2,253 +19%
AWM
122
Axxcess Wealth Management
California
$956K 13,524 +821 +6%
CAAS
123
Capital Asset Advisory Services
Michigan
$938K 13,510 +807 +6%
HWM
124
HRC Wealth Management
Idaho
$935K 13,225 -2,772 -17%
AFP
125
Ausdal Financial Partners
Iowa
$935K 13,223 +3,112 +31%
3 4
5
6 7