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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.

New
Increased
Maintained
Reduced
Closed
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
AdvisorShares Investments
Maryland
$41.3M
2
Osaic Holdings
Osaic Holdings
Arizona
$42.8M
3
LPL Financial
LPL Financial
California
$89.8M
4
Wells Fargo
Wells Fargo
California
$43.2M
5
Ameriprise
Ameriprise
Minnesota
$105M

Top Sellers

1
ECA
Elevation Capital Advisory
Oregon
$0
2
KWM
Kingsview Wealth Management
Oregon
$2.18M
3
EH
Equitable Holdings
New York
$10.6M
4
ICMM
Integrated Capital Management (Michigan)
Michigan
$225K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
126
Advisornet Financial
Minnesota
$1.45M -$69.7K -923 -5%
Renaissance Technologies
127
Renaissance Technologies
New York
$1.44M +$770K +10,200 +115%
IA
128
IFP Advisors
Florida
$1.44M +$1.11M +14,752 +346%
PPWM
129
Perissos Private Wealth Management
Oklahoma
$1.42M +$378 +5 +0%
FFN
130
Focus Financial Network
Minnesota
$1.39M +$116K +1,537 +9%
AFP
131
Ausdal Financial Partners
Iowa
$1.35M +$98.4K +1,303 +8%
Citigroup
132
Citigroup
New York
$1.35M -$131K -1,740 -9%
TWM
133
Trinity Wealth Management
Pennsylvania
$1.33M +$1.33M +17,647 New
AWM
134
Accel Wealth Management
Iowa
$1.31M +$31.4K +416 +2%
CAAS
135
Capital Asset Advisory Services
Michigan
$1.29M +$71.3K +930 +6%
AWM
136
Axxcess Wealth Management
California
$1.28M +$79.7K +1,055 +7%
MCC
137
Money Concepts Capital
Florida
$1.24M -$7.93K -105 -0.6%
Fidelity Investments
138
Fidelity Investments
Massachusetts
$1.23M +$376K +4,973 +44%
AAS
139
Asset Allocation Strategies
Michigan
$1.22M -$414K -5,231 -25%
NP
140
Nilsine Partners
Colorado
$1.2M +$57.5K +761 +5%
SC
141
Savant Capital
Illinois
$1.19M -$951K -12,597 -44%
DAS
142
Diversify Advisory Services
Utah
$1.17M +$223K +2,963 +24%
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$1.16M -$760K -10,068 -40%
Stifel Financial
144
Stifel Financial
Missouri
$1.15M +$307K +4,061 +37%
NCM
145
Neumann Capital Management
California
$1.14M – – –
Corient Private Wealth
146
Corient Private Wealth
Florida
$1.12M -$707K -9,355 -39%
PAG
147
Private Advisory Group
Washington
$1.1M +$1.1M +14,580 New
IC
148
IEQ Capital
California
$1.1M +$76 +1 +0%
UAG
149
United Advisor Group
Ohio
$1.1M +$1.1M +14,508 New
CIC
150
Carnegie Investment Counsel
Ohio
$1.09M +$11.3K +150 +1%
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