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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 %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$1.56M 21,394 +5,055 +31%
AAS
102
Asset Allocation Strategies
Michigan
$1.51M 20,656 -8,127 -28%
NA
103
Nottingham Advisors
New York
$1.51M 20,651 +20,651 New
IWC
104
Integrated Wealth Concepts
Massachusetts
$1.51M 20,626 +705 +4%
PIAS
105
PCA Investment Advisory Services
Ohio
$1.49M 20,466 +1,413 +7%
AF
106
Advisornet Financial
Minnesota
$1.47M 20,153 +902 +5%
FFL
107
Financial Freedom LLC
Ohio
$1.45M 19,888 -23 -0.1%
DWM
108
Diversify Wealth Management
Utah
$1.44M 19,558 +19,558 New
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$1.43M 19,611 – –
Citigroup
110
Citigroup
New York
$1.43M 19,610 +1,116 +6%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$1.39M 19,099 +19,099 New
PPWM
112
Perissos Private Wealth Management
Oklahoma
$1.38M 18,854 -1,234 -6%
BWA
113
Beam Wealth Advisors
Louisiana
$1.31M 18,008 +4,227 +31%
Betterment LLC
114
Betterment LLC
New York
$1.29M 17,675 +1,613 +10%
FFN
115
Focus Financial Network
Minnesota
$1.24M 16,929 +918 +6%
AWM
116
Accel Wealth Management
Iowa
$1.23M 16,865 +2,105 +14%
JSA
117
Jim Saulnier & Associates
Colorado
$1.23M 16,847 +16,847 New
AFP
118
Ausdal Financial Partners
Iowa
$1.21M 16,616 -1,669 -9%
MCC
119
Money Concepts Capital
Florida
$1.21M 16,580 +51 +0.3%
KWA
120
Kingswood Wealth Advisors
California
$1.17M 15,994 +8,612 +117%
CAAS
121
Capital Asset Advisory Services
Michigan
$1.16M 15,965 +965 +6%
AWM
122
Axxcess Wealth Management
California
$1.15M 15,826 +919 +6%
CAM
123
Cresset Asset Management
Illinois
$1.14M 15,556 – –
NP
124
Nilsine Partners
Colorado
$1.11M 15,167 +15,167 New
NCM
125
Neumann Capital Management
California
$1.1M 15,076 – –
3 4
5
6 7