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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 %
Cerity Partners
201
Cerity Partners
New York
$491K +$122K +1,614 +33%
AA
202
Addison Advisors
Vermont
$481K -$378 -5 -0.1%
DIP
203
Davis Investment Partners
North Carolina
$475K – – –
KCFA
204
Key Client Fiduciary Advisors
New Jersey
$463K +$982 +13 +0.2%
KFS
205
Kaizen Financial Strategies
California
$461K +$38.8K +514 +9%
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$457K +$3.78K +50 +0.8%
GWM
207
Geneos Wealth Management
Colorado
$446K +$10.6K +141 +2%
WCM
208
WealthTrak Capital Management
Virginia
$443K +$443K +5,860 New
AMM
209
American Money Management
California
$428K – – –
MIC
210
Means Investment Company
Maine
$418K +$70.6K +935 +20%
PA
211
Promethium Advisors
Maryland
$415K -$1.51K -20 -0.4%
FA
212
Faithward Advisors
Pennsylvania
$410K +$170K +2,251 +71%
CCM
213
Coldstream Capital Management
Washington
$409K – – –
MCM
214
MAI Capital Management
Ohio
$389K +$48K +635 +14%
TCA
215
Transcend Capital Advisors
New Jersey
$379K -$11.7K -155 -3%
BEI
216
Benjamin Edwards Inc
Missouri
$379K +$151 +2 +0%
AT
217
Avalon Trust
New Mexico
$378K – – –
LA
218
LexAurum Advisors
Kansas
$376K -$76 -1 -0%
KWM
219
Kaydan Wealth Management
Michigan
$374K – – –
TC
220
TAP Consulting
Missouri
$371K +$755 +10 +0.2%
HFW
221
Horizon Family Wealth
Illinois
$370K +$81.4K +1,077 +28%
MF
222
Montis Financial
Massachusetts
$370K +$370K +4,896 New
Jones Financial Companies
223
Jones Financial Companies
Missouri
$363K +$188K +2,484 +107%
PA
224
Pinnacle Associates
New York
$363K -$329K -4,350 -48%
UIM
225
Unified Investment Management
Georgia
$357K +$357K +4,722 New
7 8
9
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