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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
+$23.5M
3
LPL Financial
LPL Financial
California
+$15.3M
4
Wells Fargo
Wells Fargo
California
+$14M
5
Ameriprise
Ameriprise
Minnesota
+$13.8M

Top Sellers

1
ECA
Elevation Capital Advisory
Oregon
-$9.41M
2
KWM
Kingsview Wealth Management
Oregon
-$3.35M
3
EH
Equitable Holdings
New York
-$2.88M
4
ICMM
Integrated Capital Management (Michigan)
Michigan
-$2.41M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
RI
176
Ridgewood Investments
New Jersey
$708K -$26.1K -346 -4%
MAG
177
Mayfair Advisory Group
Alabama
$702K +$263K +3,485 +60%
MA
178
Mutual Advisors
Nebraska
$697K +$65.9K +848 +10%
MWP
179
Madison Wealth Partners
Wisconsin
$695K – – –
RW
180
Rockport Wealth
Ohio
$693K +$116K +1,585 +20%
IWM
181
IHT Wealth Management
Illinois
$691K +$982 +13 +0.1%
GSC
182
G&S Capital
Colorado
$689K +$689K +9,124 New
HI
183
Harbour Investments
Wisconsin
$673K +$65K +860 +11%
MFF
184
Michels Family Financial
Texas
$645K +$645K +8,534 New
BWA
185
Burt Wealth Advisors
Maryland
$634K – – –
KAS
186
KPP Advisory Services
Kentucky
$620K -$11.4K -151 -2%
FWP
187
Falcon Wealth Planning
California
$604K – – –
EAM
188
Everstar Asset Management
North Carolina
$601K -$7.55K -100 -1%
WMWM
189
Whitaker-Myers Wealth Managers
Ohio
$598K -$75K -993 -11%
FA
190
Flagstar Advisors
New York
$577K -$3.02K -40 -0.5%
LWM
191
LongView Wealth Management
Georgia
$574K +$21.8K +288 +4%
FA
192
Fermata Advisors
California
$566K -$56.4K -747 -9%
IA
193
IFG Advisory
Georgia
$563K +$563K +7,449 New
AI
194
Atria Investments
North Carolina
$555K -$561K -7,429 -50%
RIA
195
Regal Investment Advisors
Michigan
$551K +$46.8K +619 +9%
MCM
196
MidAtlantic Capital Management
Virginia
$540K – – –
ML
197
McAdam LLC
Pennsylvania
$539K -$4.23K -56 -0.8%
WIM
198
Westside Investment Management
California
$532K -$21.8K -288 -4%
AFS
199
AFG Fiduciary Services
Massachusetts
$520K – – –
ASN
200
Advisory Services Network
Georgia
$510K +$87.8K +1,162 +21%
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8
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