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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.

New
Increased
Maintained
Reduced
Closed
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
LPL Financial
California
$104M
2
AWM
Avior Wealth Management
Nebraska
$25.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$13.2M
4
EFG
Ethos Financial Group
Pennsylvania
$8.43M
5
AAS
Avantax Advisory Services
Texas
$28.1M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$159K
2
Morgan Stanley
Morgan Stanley
New York
$63.5M
3
UBS Group
UBS Group
Switzerland
$0
4
CFD
Creative Financial Designs
Indiana
$20.1M
5
GM
GeoWealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$932K +$565K +7,998 +154%
Stifel Financial
127
Stifel Financial
Missouri
$924K +$6.36K +90 +0.7%
AWM
128
Accel Wealth Management
Iowa
$914K +$237K +3,360 +35%
PSF
129
Pacific Sun Financial
California
$884K -$10.6K -150 -1%
CIA
130
Cape Investment Advisory
Georgia
$878K +$71 +1 +0%
FHA
131
First Horizon Advisors
Tennessee
$872K -$331K -4,678 -27%
AT
132
American Trust
Kentucky
$833K +$64K +905 +8%
KIA
133
KLR Investment Advisors
Rhode Island
$818K +$818K +12,405 New
FFS
134
Founders Financial Securities
Maryland
$816K +$816K +11,542 New
FSC
135
Full Sail Capital
Oklahoma
$814K – – –
DI
136
DDFG Inc
California
$813K -$394K -5,579 -33%
Pathstone Holdings
137
Pathstone Holdings
New Jersey
$799K – – –
CAL
138
Capital Analysts LLC
Pennsylvania
$788K +$6.21K +88 +0.8%
HIA
139
Harbor Investment Advisory
Maryland
$773K – – –
TPCW
140
TD Private Client Wealth
New York
$743K -$84.5K -1,195 -10%
RW
141
Rockport Wealth
Ohio
$738K +$738K +10,497 New
FTS
142
Fifth Third Securities
Ohio
$687K +$2.69K +38 +0.4%
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$683K +$169K +2,391 +33%
JWCA
144
J.W. Cole Advisors
Florida
$681K +$92.9K +1,314 +16%
SWA
145
Stratos Wealth Advisors
Ohio
$680K +$680K +9,620 New
Betterment LLC
146
Betterment LLC
New York
$660K +$406K +5,741 +160%
MWP
147
Madison Wealth Partners
Wisconsin
$646K -$6.64K -94 -1%
WH
148
Willner & Heller
California
$644K +$29.5K +417 +5%
CFS
149
CGC Financial Services
Oregon
$620K -$503K -7,113 -45%
HAG
150
HF Advisory Group
Maryland
$614K +$20.1K +284 +3%
4 5
6
7 8