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iShares Morningstar Mid-Cap Growth ETF
IMCG

356 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 67 funds opening new positions, 141 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 19

88% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 75

33% more funds holding in top 10

Funds holding in top 10: 12 → 16 (+4)

26% more capital invested

Capital invested by funds: $1.19B → $1.49B (+$303M)

13% more funds holding

Funds holding: 316 → 356 (+40)

4.67% more ownership

Funds ownership: 55.29% → 59.96% (+4.7%)

Holders
356
Holders Change
+40
Holders Change %
+12.66%
% of All Funds
4.69%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
67
Increased
141
Reduced
75
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
AdvisorShares Investments
Maryland
+$41.8M
2
Osaic Holdings
Osaic Holdings
Arizona
+$23.8M
3
LPL Financial
LPL Financial
California
+$15.5M
4
Wells Fargo
Wells Fargo
California
+$14.2M
5
Ameriprise
Ameriprise
Minnesota
+$14M

Top Sellers

1
ECA
Elevation Capital Advisory
Oregon
-$9.41M
2
KWM
Kingsview Wealth Management
Oregon
-$3.4M
3
EH
Equitable Holdings
New York
-$2.91M
4
ICMM
Integrated Capital Management (Michigan)
Michigan
-$2.44M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
201
AFG Fiduciary Services
Massachusetts
$520K – – –
ASN
202
Advisory Services Network
Georgia
$510K +$88.9K +1,162 +21%
Cerity Partners
203
Cerity Partners
New York
$491K +$123K +1,614 +33%
AA
204
Addison Advisors
Vermont
$481K -$383 -5 -0.1%
DIP
205
Davis Investment Partners
North Carolina
$475K – – –
KCFA
206
Key Client Fiduciary Advisors
New Jersey
$463K +$995 +13 +0.2%
KFS
207
Kaizen Financial Strategies
California
$461K +$39.3K +514 +9%
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$457K +$3.83K +50 +0.8%
GWM
209
Geneos Wealth Management
Colorado
$446K +$10.8K +141 +2%
WCM
210
WealthTrak Capital Management
Virginia
$443K +$448K +5,860 New
AMM
211
American Money Management
California
$428K – – –
MIC
212
Means Investment Company
Maine
$418K +$71.5K +935 +20%
PA
213
Promethium Advisors
Maryland
$415K -$1.53K -20 -0.4%
FA
214
Faithward Advisors
Pennsylvania
$410K +$172K +2,251 +71%
CCM
215
Coldstream Capital Management
Washington
$409K – – –
MCM
216
MAI Capital Management
Ohio
$389K +$48.6K +635 +14%
TCA
217
Transcend Capital Advisors
New Jersey
$379K -$11.9K -155 -3%
BEI
218
Benjamin Edwards Inc
Missouri
$379K +$153 +2 +0%
AT
219
Avalon Trust
New Mexico
$378K – – –
LA
220
LexAurum Advisors
Kansas
$376K -$77 -1 -0%
KWM
221
Kaydan Wealth Management
Michigan
$374K – – –
TC
222
TAP Consulting
Missouri
$371K +$765 +10 +0.2%
HFW
223
Horizon Family Wealth
Illinois
$370K +$82.4K +1,077 +28%
MF
224
Montis Financial
Massachusetts
$370K +$375K +4,896 New
Jones Financial Companies
225
Jones Financial Companies
Missouri
$363K +$190K +2,484 +107%
7 8
9
10 11

IMCG Hedge Fund Activity: Q4 2024 in Review

356 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q4 2024, worth a combined $1.49B — up 26% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new IMCG positions and 19 closed out — a net gain of 48 holders — while 141 added to existing stakes and 75 trimmed.

The largest buyer was AdvisorShares Investments, opening a new position worth an estimated $41.8M. The largest seller was Elevation Capital Advisory, exiting entirely with an estimated $9.41M sold.

  • 356 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q4 2024, up from 316 in Q3 2024.
  • Funds reported $1.49B of iShares Morningstar Mid-Cap Growth ETF stock for Q4 2024, up 26% quarter-over-quarter.
  • 67 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q4 2024 and 19 closed out, a net change of +48 holders.
  • The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q4 2024 was AdvisorShares Investments, an estimated $41.8M added.
  • The largest iShares Morningstar Mid-Cap Growth ETF seller in Q4 2024 was Elevation Capital Advisory, an estimated $9.41M sold.

Based on aggregated 13F filings for Q4 2024.