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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 %
JJBC
151
James J. Burns & Company
New York
$1.07M +$41.2K +545 +4%
DI
152
DDFG Inc
California
$1.04M +$80.1K +1,060 +8%
AFG
153
Atomi Financial Group
New York
$1.04M +$261K +3,457 +33%
AWS
154
Atria Wealth Solutions
New York
$1.04M +$81.6K +1,080 +9%
HWM
155
HRC Wealth Management
Idaho
$1.03M +$52.6K +696 +5%
HAG
156
HF Advisory Group
Maryland
$960K +$5.59K +74 +0.6%
Jane Street
157
Jane Street
New York
$960K -$1.11M -14,640 -54%
PSF
158
Pacific Sun Financial
California
$932K -$15.9K -210 -2%
WWP
159
WR Wealth Planners
Missouri
$929K -$142K -1,876 -13%
FHA
160
First Horizon Advisors
Tennessee
$925K -$1.13K -15 -0.1%
CIA
161
Cape Investment Advisory
Georgia
$924K -$7.48K -99 -0.8%
CAL
162
Capital Analysts LLC
Pennsylvania
$895K +$1.21K +16 +0.1%
FSC
163
Full Sail Capital
Oklahoma
$870K – – –
BRWA
164
B. Riley Wealth Advisors
Florida
$857K +$857K +11,349 New
SA
165
Sanctuary Advisors
Indiana
$854K -$3.03K -38 -0.4%
CAM
166
Cresset Asset Management
Illinois
$839K -$336K -4,442 -29%
SOS
167
Silver Oak Securities
Tennessee
$837K -$84.2K -1,113 -9%
Pathstone Holdings
168
Pathstone Holdings
New Jersey
$826K +$1.28K +17 +0.2%
HIA
169
Harbor Investment Advisory
Maryland
$826K – – –
KPWS
170
Kestra Private Wealth Services
Texas
$803K +$173K +2,287 +27%
BAM
171
Belpointe Asset Management
Nevada
$801K -$18.1K -239 -2%
TPCW
172
TD Private Client Wealth
New York
$795K -$29K -384 -4%
JWCA
173
J.W. Cole Advisors
Florida
$763K +$73K +967 +11%
WH
174
Willner & Heller
California
$725K +$1.59K +21 +0.2%
LG
175
LaFleur & Godfrey
Michigan
$719K +$40.2K +532 +6%
5 6
7
8 9