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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$88.4M 1,211,276 +160,709 +15%
LPL Financial
2
LPL Financial
California
$72M 986,537 +69,614 +8%
Morgan Stanley
3
Morgan Stanley
New York
$57.9M 793,505 -126,775 -14%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$50.8M 695,780 +43,479 +7%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$44M 603,472 -118,345 -16%
AWM
6
Avior Wealth Management
Nebraska
$40M 547,910 +24,367 +5%
AAS
7
Avantax Advisory Services
Texas
$36.6M 500,908 +40,752 +9%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$34.3M 469,685 -94,606 -17%
UBS Group
9
UBS Group
Switzerland
$32M 438,489 -79,625 -15%
Wells Fargo
10
Wells Fargo
California
$28.2M 386,954 -6,466 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$25.9M 354,865 +3,742 +1%
OWM
12
Orgel Wealth Management
Wisconsin
$23.6M 322,941 -13,668 -4%
CPG
13
Cornerstone Planning Group
New Jersey
$23M 310,146 +17,527 +6%
CFD
14
Creative Financial Designs
Indiana
$20.5M 281,401 -7,761 -3%
Mariner
15
Mariner
Kansas
$19.5M 267,119 +11,802 +5%
Bank of America
16
Bank of America
North Carolina
$19.1M 262,306 +23,459 +10%
Osaic Holdings
17
Osaic Holdings
Arizona
$18.6M 254,921 +24,274 +11%
CFG
18
Cosner Financial Group
Colorado
$17.8M 243,965 -1,193 -0.5%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$17.5M 240,252 +30,840 +15%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$16.3M 223,852 +2,223 +1%
RA
21
Rodgers & Associates
Pennsylvania
$16M 219,935 +8,895 +4%
SCM
22
Steele Capital Management
Iowa
$13.6M 186,034 +22,222 +14%
MTC
23
Matrix Trust Company
Colorado
$13.6M 186,034 +22,222 +14%
EH
24
Equitable Holdings
New York
$13M 178,150 -36,239 -17%
IWP
25
IAG Wealth Partners
Wisconsin
$12.5M 170,805 +5,317 +3%
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