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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.

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
Raymond James Financial
1
Raymond James Financial
Florida
$68.3M
2
AI
2
AdvisorShares Investments
Maryland
$41.3M
3
VFG
3
Victory Financial Group
Texas
$24M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$42.8M
5
LPL Financial
5
LPL Financial
California
$89.8M

Top Sellers

1
ECA
1
Elevation Capital Advisory
Oregon
$0
2
KWM
2
Kingsview Wealth Management
Oregon
$2.18M
3
EH
3
Equitable Holdings
New York
$10.6M
4
ICMM
4
Integrated Capital Management (Michigan)
Michigan
$225K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$105M 1,393,915 +182,639 +15%
LPL Financial
2
LPL Financial
California
$89.8M 1,189,592 +203,055 +21%
Morgan Stanley
3
Morgan Stanley
New York
$69M 914,124 +120,619 +15%
Raymond James Financial
4
Raymond James Financial
Florida
$68.3M 903,777 +903,777 New
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$48.2M 638,031 +34,559 +6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$46.1M 609,856 +140,171 +30%
Wells Fargo
7
Wells Fargo
California
$43.2M 572,389 +185,435 +48%
Osaic Holdings
8
Osaic Holdings
Arizona
$42.8M 566,606 +311,685 +122%
AWM
9
Avior Wealth Management
Nebraska
$42.1M 557,968 +10,058 +2%
AI
10
AdvisorShares Investments
Maryland
$41.3M 546,730 +546,730 New
AAS
11
Avantax Advisory Services
Texas
$40.8M 540,253 +39,345 +8%
UBS Group
12
UBS Group
Switzerland
$36M 476,721 +38,232 +9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$33.2M 439,327 +84,462 +24%
Bank of America
14
Bank of America
North Carolina
$26.3M 347,634 +85,328 +33%
CPG
15
Cornerstone Planning Group
New Jersey
$24.5M 311,080 +934 +0.3%
VFG
16
Victory Financial Group
Texas
$24M 318,341 +318,341 New
OWM
17
Orgel Wealth Management
Wisconsin
$23.6M 312,272 -10,669 -3%
CFD
18
Creative Financial Designs
Indiana
$21.7M 287,832 +6,431 +2%
Mariner
19
Mariner
Kansas
$20.5M 271,571 +4,452 +2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$19.4M 256,568 +16,316 +7%
CFG
21
Cosner Financial Group
Colorado
$19.2M 253,572 +9,607 +4%
RA
22
Rodgers & Associates
Pennsylvania
$16.6M 219,476 -459 -0.2%
PAG
23
Private Advisor Group
New Jersey
$16M 211,353 +106,145 +101%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$15.7M 207,674 -16,178 -7%
SCM
25
Steele Capital Management
Iowa
$13.9M 184,472 -1,562 -0.8%
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