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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

298 hedge funds and large institutions have $1.13B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 120 increasing their positions, 88 reducing their positions, and 23 closing their positions.

Holders
298
Holders Change
+4
Holders Change %
+1.36%
% of All Funds
4.32%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
31
Increased
120
Reduced
88
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$104M
2
AWM
2
Avior Wealth Management
Nebraska
$25.9M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$13.2M
4
EFG
4
Ethos Financial Group
Pennsylvania
$8.43M
5
AAS
5
Avantax Advisory Services
Texas
$28.1M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$159K
2
Morgan Stanley
2
Morgan Stanley
New York
$63.5M
3
UBS Group
3
UBS Group
Switzerland
$0
4
CFD
4
Creative Financial Designs
Indiana
$20.1M
5
GM
5
GeoWealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$104M 1,474,285 +620,381 +73%
Morgan Stanley
2
Morgan Stanley
New York
$63.5M 898,721 -797,731 -47%
Ameriprise
3
Ameriprise
Minnesota
$62.7M 888,285 +8,701 +1%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$49.4M 698,375 +9,076 +1%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$44.1M 623,328 +11,930 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$38.7M 547,001 +13,705 +3%
Wells Fargo
7
Wells Fargo
California
$30.7M 434,712 -24,092 -5%
AAS
8
Avantax Advisory Services
Texas
$28.1M 398,204 +65,978 +20%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$26.5M 375,589 +8,007 +2%
AWM
10
Avior Wealth Management
Nebraska
$25.9M 367,047 +189,430 +107%
OWM
11
Orgel Wealth Management
Wisconsin
$23.9M 337,466 -76,777 -19%
CFD
12
Creative Financial Designs
Indiana
$20.1M 284,214 -329,214 -54%
FC
13
Forte Capital
New York
$19.2M 271,766 +1,704 +0.6%
CPG
14
Cornerstone Planning Group
New Jersey
$18.5M 273,771 +16,574 +6%
CFG
15
Cosner Financial Group
Colorado
$17.2M 242,692 +13,449 +6%
Mariner
16
Mariner
Kansas
$16.8M 238,045 +24,094 +11%
CCWM
17
Correct Capital Wealth Management
Missouri
$16.3M 231,201 -3,173 -1%
Bank of America
18
Bank of America
North Carolina
$15.4M 217,436 +10,466 +5%
VFG
19
Victory Financial Group
Texas
$15.3M 216,577 +34,583 +19%
Osaic Holdings
20
Osaic Holdings
Arizona
$15.2M 215,254 -85,253 -28%
RA
21
Rodgers & Associates
Pennsylvania
$14.9M 211,389 -11,025 -5%
MFG
22
Marmo Financial Group
Tennessee
$14.7M 207,795 +8,534 +4%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$13.2M 187,067 +169,195 +947%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$13M 184,143 -20,074 -10%
SCM
25
Steele Capital Management
Iowa
$11.7M 165,467 -4,141 -2%
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