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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 %
KWM
201
Kaydan Wealth Management
Michigan
$361K – – –
TC
202
TAP Consulting
Missouri
$358K -$41.1K -563 -10%
Cerity Partners
203
Cerity Partners
New York
$357K +$137K +1,873 +62%
LWM
204
Liberty Wealth Management
California
$349K +$730 +10 +0.2%
US Bancorp
205
US Bancorp
Minnesota
$339K – – –
MIC
206
Means Investment Company
Maine
$336K +$22.2K +304 +7%
MCM
207
MAI Capital Management
Ohio
$329K -$256K -3,503 -44%
AMG
208
Asset Management Group
Connecticut
$329K +$803 +11 +0.2%
HNWAG
209
High Net Worth Advisory Group
Florida
$328K – – –
LFG
210
Larson Financial Group
Missouri
$316K +$316K +4,329 New
IA
211
IFP Advisors
Florida
$311K -$65.7K -900 -17%
Citadel Advisors
212
Citadel Advisors
Florida
$311K -$2.46M -33,690 -89%
AssetMark Inc
213
AssetMark Inc
California
$300K +$85.4K +1,170 +40%
JAG
214
Journey Advisory Group
Kentucky
$297K – – –
RIA
215
Richwood Investment Advisors
Ohio
$293K – – –
WIP
216
WealthCare Investment Partners
Rhode Island
$293K -$4.27K -59 -1%
CA
217
Clearstead Advisors
Ohio
$284K +$73 +1 +0%
NCMW
218
Northern Capital Management (Washington)
Washington
$283K – – –
HFW
219
Horizon Family Wealth
Illinois
$279K +$730 +10 +0.3%
TC
220
TownSquare Capital
Utah
$279K -$7.74K -106 -3%
RW
221
Rede Wealth
Virginia
$276K – – –
BAMG
222
Brand Asset Management Group
Missouri
$273K – – –
SG
223
StoneX Group
New York
$268K -$5.84K -80 -2%
TC
224
TAGStone Capital
North Carolina
$267K +$1.61K +22 +0.6%
DAS
225
Dynamic Advisor Solutions
Arizona
$260K +$260K +3,568 New
7 8
9
10 11