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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 %
BWP
151
Baldwin Wealth Partners
Massachusetts
$715K +$715K +9,799 New
RI
152
Ridgewood Investments
New Jersey
$709K +$3.28K +45 +0.5%
WH
153
Willner & Heller
California
$699K +$13.6K +187 +2%
MWP
154
Madison Wealth Partners
Wisconsin
$672K – – –
RJT
155
Raymond James Trust
Florida
$672K -$79K -1,083 -11%
IWM
156
IHT Wealth Management
Illinois
$667K -$19.6K -268 -3%
JWCA
157
J.W. Cole Advisors
Florida
$666K -$9.41K -129 -1%
GS
158
GTS Securities
New York
$661K +$661K +9,065 New
LG
159
LaFleur & Godfrey
Michigan
$656K +$32.7K +448 +5%
WMWM
160
Whitaker-Myers Wealth Managers
Ohio
$650K -$158K -2,167 -20%
Renaissance Technologies
161
Renaissance Technologies
New York
$649K +$649K +8,900 New
BWA
162
Burt Wealth Advisors
Maryland
$612K – – –
KAS
163
KPP Advisory Services
Kentucky
$610K +$98.2K +1,346 +19%
KPWS
164
Kestra Private Wealth Services
Texas
$608K -$146 -2 -0%
FA
165
Fermata Advisors
California
$601K -$34K -466 -5%
MA
166
Mutual Advisors
Nebraska
$598K -$26.9K -365 -4%
PA
167
Pinnacle Associates
New York
$590K +$126K +1,950 +27%
EAM
168
Everstar Asset Management
North Carolina
$588K +$588K +8,060 New
HI
169
Harbour Investments
Wisconsin
$587K +$47.5K +651 +9%
FWP
170
Falcon Wealth Planning
California
$584K -$73 -1 -0%
RW
171
Rockport Wealth
Ohio
$577K -$171K -2,346 -23%
FA
172
Flagstar Advisors
New York
$560K -$10.7K -146 -2%
MCWS
173
McKinley Carter Wealth Services
West Virginia
$540K -$62K -850 -10%
LWM
174
LongView Wealth Management
Georgia
$534K +$51.2K +702 +11%
ML
175
McAdam LLC
Pennsylvania
$525K +$31.6K +433 +6%
5 6
7
8 9