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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 %
GIA
101
GHP Investment Advisors
Colorado
$2.08M 27,479 -21 -0.1%
PFS
102
Prospect Financial Services
New York
$2.06M 27,234 +4,388 +19%
CMP
103
Courage Miller Partners
Virginia
$2.01M 26,675 -409 -2%
HAIM
104
Hunter Associates Investment Management
Pennsylvania
$1.96M 26,003 +1,692 +7%
AWA
105
Arete Wealth Advisors
Illinois
$1.94M 25,727 +1,215 +5%
KAS
106
Kestra Advisory Services
Texas
$1.86M 24,622 -489 -2%
HH
107
Hilltop Holdings
Texas
$1.81M 23,940 +1,893 +9%
Comerica Bank
108
Comerica Bank
Texas
$1.81M 23,922 -2,660 -10%
KW
109
Keyvantage Wealth
Pennsylvania
$1.79M 23,725 +23,725 New
DWM
110
Diversify Wealth Management
Utah
$1.76M 23,401 +3,843 +20%
BWA
111
Beam Wealth Advisors
Louisiana
$1.76M 23,246 +5,238 +29%
BF
112
Bonfire Financial
Colorado
$1.75M 23,149 +23,149 New
SWP
113
Sagespring Wealth Partners
Tennessee
$1.73M 22,955 +22,955 New
LSWP
114
Liberty Square Wealth Partners
Pennsylvania
$1.71M 21,514 +21,514 New
Goldman Sachs
115
Goldman Sachs
New York
$1.69M 22,344 – –
IWA
116
IBEX Wealth Advisors
New Jersey
$1.68M 22,205 +22,205 New
HIS
117
Horizon Investment Services
Indiana
$1.67M 22,120 -71 -0.3%
SG
118
Stanich Group
New York
$1.61M 21,257 +21,257 New
Betterment LLC
119
Betterment LLC
New York
$1.6M 21,149 +3,474 +20%
IWC
120
Integrated Wealth Concepts
Massachusetts
$1.59M 21,003 +377 +2%
JSA
121
Jim Saulnier & Associates
Colorado
$1.57M 20,766 +3,919 +23%
NA
122
Nottingham Advisors
New York
$1.55M 20,569 -82 -0.4%
PIAS
123
PCA Investment Advisory Services
Ohio
$1.5M 19,895 -571 -3%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$1.48M 19,612 +1 +0%
FFL
125
Financial Freedom LLC
Ohio
$1.47M 19,488 -400 -2%
3 4
5
6 7