IMCG icon

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 %
MCM
176
MidAtlantic Capital Management
Virginia
$522K – – –
WIM
177
Westside Investment Management
California
$515K – – –
AFS
178
AFG Fiduciary Services
Massachusetts
$501K – – –
BWA
179
BlueChip Wealth Advisors
Georgia
$498K +$8.39K +115 +2%
D.E. Shaw & Co
180
D.E. Shaw & Co
New York
$497K +$156K +2,143 +46%
RIA
181
Regal Investment Advisors
Michigan
$487K -$60.3K -827 -11%
SWA
182
Stratos Wealth Advisors
Ohio
$472K – – –
AA
183
Addison Advisors
Vermont
$465K +$156K +2,140 +51%
DIP
184
Davis Investment Partners
North Carolina
$457K – – –
KCFA
185
Key Client Fiduciary Advisors
New Jersey
$446K +$1.1K +15 +0.2%
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$438K – – –
MAG
187
Mayfair Advisory Group
Alabama
$423K +$10.5K +144 +3%
GWM
188
Geneos Wealth Management
Colorado
$421K -$3.94K -54 -0.9%
AMM
189
American Money Management
California
$414K – – –
VA
190
Valmark Advisers
Ohio
$411K +$411K +5,627 New
KFS
191
Kaizen Financial Strategies
California
$408K +$37.5K +514 +10%
PA
192
Promethium Advisors
Maryland
$402K +$402K +5,511 New
CCM
193
Coldstream Capital Management
Washington
$395K -$35.6K -488 -8%
ASN
194
Advisory Services Network
Georgia
$379K – – –
TCA
195
Transcend Capital Advisors
New Jersey
$378K – – –
GIA
196
Gladstone Institutional Advisory
Florida
$373K -$219 -3 -0.1%
BEI
197
Benjamin Edwards Inc
Missouri
$366K +$366K +5,017 New
AT
198
Avalon Trust
New Mexico
$365K – – –
LA
199
LexAurum Advisors
Kansas
$364K -$82.5K -1,130 -18%
PFS
200
Prospera Financial Services
Texas
$362K -$3.43K -47 -0.9%
6 7
8
9 10