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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
AI
126
Atria Investments
North Carolina
$1.08M -$113K -1,554 -10%
IC
127
IEQ Capital
California
$1.06M +$11.2K +154 +1%
CIC
128
Carnegie Investment Counsel
Ohio
$1.05M +$13K +178 +1%
WWP
129
WR Wealth Planners
Missouri
$1.03M +$22.2K +304 +2%
JJBC
130
James J. Burns & Company
New York
$996K -$2.92K -40 -0.3%
HWM
131
HRC Wealth Management
Idaho
$949K +$1.82K +25 +0.2%
DI
132
DDFG Inc
California
$932K +$42.5K +583 +5%
DAS
133
Diversify Advisory Services
Utah
$926K -$288K -3,889 -24%
AWS
134
Atria Wealth Solutions
New York
$924K +$12K +164 +1%
HAG
135
HF Advisory Group
Maryland
$922K +$203K +2,785 +28%
PSF
136
Pacific Sun Financial
California
$916K +$3.28K +45 +0.4%
VAMG
137
Voisard Asset Management Group
Michigan
$910K +$706K +9,674 +345%
CIA
138
Cape Investment Advisory
Georgia
$900K +$146 +2 +0%
FHA
139
First Horizon Advisors
Tennessee
$894K +$16.9K +232 +2%
SOS
140
Silver Oak Securities
Tennessee
$888K +$341K +4,675 +62%
CAL
141
Capital Analysts LLC
Pennsylvania
$864K +$48.8K +669 +6%
SA
142
Sanctuary Advisors
Indiana
$857K +$857K +10,733 New
FSC
143
Full Sail Capital
Oklahoma
$841K – – –
Fidelity Investments
144
Fidelity Investments
Massachusetts
$828K +$147K +2,017 +22%
Stifel Financial
145
Stifel Financial
Missouri
$810K -$141K -1,931 -15%
HIA
146
Harbor Investment Advisory
Maryland
$798K – – –
Pathstone Holdings
147
Pathstone Holdings
New Jersey
$797K +$96.4K +1,321 +14%
TPCW
148
TD Private Client Wealth
New York
$796K +$34.7K +475 +5%
BAM
149
Belpointe Asset Management
Nevada
$791K -$33.1K -454 -4%
AFG
150
Atomi Financial Group
New York
$754K +$319K +4,378 +73%
4 5
6
7 8