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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

293 hedge funds and large institutions have $1.08B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 125 increasing their positions, 78 reducing their positions, and 21 closing their positions.

Holders
293
Holders Change
-5
Holders Change %
-1.68%
% of All Funds
4.26%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
22
Increased
125
Reduced
78
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$35.1M
2
Ameriprise
2
Ameriprise
Minnesota
$71.2M
3
AWM
3
Avior Wealth Management
Nebraska
$35.5M
4
ES
4
Eagle Strategies
New York
$7.41M
5
EH
5
Equitable Holdings
New York
$14.5M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$62.1M
2
CCWM
2
Correct Capital Wealth Management
Missouri
$0
3
FC
3
Forte Capital
New York
$7.1M
4
EFG
4
Ethos Financial Group
Pennsylvania
$0
5
NL
5
NWAM LLC
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$71.2M 1,050,567 +162,282 +18%
Morgan Stanley
2
Morgan Stanley
New York
$62.3M 920,280 +21,559 +2%
LPL Financial
3
LPL Financial
California
$62.1M 916,923 -557,362 -38%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$48.9M 721,817 +23,442 +3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$44.2M 652,301 +28,973 +5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$38.2M 564,291 +17,290 +3%
AWM
7
Avior Wealth Management
Nebraska
$35.5M 523,543 +156,496 +43%
UBS Group
8
UBS Group
Switzerland
$35.1M 518,114 +518,114 New
AAS
9
Avantax Advisory Services
Texas
$31.2M 460,156 +61,952 +16%
Wells Fargo
10
Wells Fargo
California
$26.7M 393,420 -41,292 -9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$23.8M 351,123 -24,466 -7%
OWM
12
Orgel Wealth Management
Wisconsin
$22.8M 336,609 -857 -0.3%
CFD
13
Creative Financial Designs
Indiana
$19.6M 289,162 +4,948 +2%
CPG
14
Cornerstone Planning Group
New Jersey
$19.1M 292,619 +18,848 +7%
Mariner
15
Mariner
Kansas
$17.3M 255,317 +17,272 +7%
CFG
16
Cosner Financial Group
Colorado
$16.6M 245,158 +2,466 +1%
VFG
17
Victory Financial Group
Texas
$16.3M 241,216 +24,639 +11%
Bank of America
18
Bank of America
North Carolina
$16.2M 238,847 +21,411 +10%
Osaic Holdings
19
Osaic Holdings
Arizona
$15.6M 230,647 +15,393 +7%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$15M 221,629 +37,486 +20%
EH
21
Equitable Holdings
New York
$14.5M 214,389 +80,779 +60%
RA
22
Rodgers & Associates
Pennsylvania
$14.3M 211,040 -349 -0.2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$14.2M 209,412 +22,345 +12%
MFG
24
Marmo Financial Group
Tennessee
$14M 207,239 -556 -0.3%
IWP
25
IAG Wealth Partners
Wisconsin
$11.2M 165,488 +6,014 +4%
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