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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 Holding Trade Value Shares
Change 		Shares
Change %
FFL
101
Financial Freedom LLC
Ohio
$1.35M -$1.26M -18,590 -48%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$1.33M -$12.2K -180 -0.9%
AF
103
Advisornet Financial
Minnesota
$1.3M +$12.7K +188 +1%
PIAS
104
PCA Investment Advisory Services
Ohio
$1.29M -$43K -634 -3%
Citigroup
105
Citigroup
New York
$1.25M +$124K +1,825 +11%
AFP
106
Ausdal Financial Partners
Iowa
$1.24M +$343K +5,062 +38%
MCC
107
Money Concepts Capital
Florida
$1.12M +$21.2K +313 +2%
FFN
108
Focus Financial Network
Minnesota
$1.11M +$417 +6 +0%
JPMorgan Chase & Co
109
JPMorgan Chase & Co
New York
$1.11M -$2.23M -32,894 -67%
AI
110
Atria Investments
North Carolina
$1.11M -$335K -4,939 -23%
DAS
111
Diversify Advisory Services
Utah
$1.11M +$33.8K +501 +3%
Betterment LLC
112
Betterment LLC
New York
$1.09M +$456K +6,725 +72%
CCM
113
Chaney Capital Management
Washington
$1.08M +$1.08M +15,891 New
CAM
114
Cresset Asset Management
Illinois
$1.05M -$73.3K -1,082 -7%
Prudential Financial
115
Prudential Financial
New Jersey
$1.03M +$1.03M +15,223 New
NCM
116
Neumann Capital Management
California
$1.02M -$27.1K -400 -3%
CAAS
117
Capital Asset Advisory Services
Michigan
$1.01M +$100K +1,490 +11%
AWM
118
Axxcess Wealth Management
California
$1.01M +$93.7K +1,383 +10%
AWM
119
Accel Wealth Management
Iowa
$1,000K +$124K +1,833 +14%
IC
120
IEQ Capital
California
$974K – – –
CIC
121
Carnegie Investment Counsel
Ohio
$959K +$1.36K +20 +0.1%
WWP
122
WR Wealth Planners
Missouri
$940K -$17.8K -262 -2%
BWA
123
Beam Wealth Advisors
Louisiana
$934K +$934K +13,781 New
JJBC
124
James J. Burns & Company
New York
$928K +$338K +4,986 +57%
Stifel Financial
125
Stifel Financial
Missouri
$883K -$3.05K -45 -0.3%
3 4
5
6 7