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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

241 hedge funds and large institutions have $788M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 104 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+7
Holders Change %
+2.99%
% of All Funds
3.8%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
25
Increased
104
Reduced
61
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFD
Creative Financial Designs
Indiana
$36.4M
2
Truist Financial
Truist Financial
North Carolina
$6.34M
3
LPL Financial
LPL Financial
California
$39.7M
4
Bank of America
Bank of America
North Carolina
$13.3M
5
Morgan Stanley
Morgan Stanley
New York
$38.4M

Top Sellers

1
MCWS
McKinley Carter Wealth Services
West Virginia
$1.04M
2
PS
Portfolio Strategies
New York
$0
3
MCC
Money Concepts Capital
Florida
$1.05M
4
Wells Fargo
Wells Fargo
California
$26.4M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
226
Element Wealth
Mississippi
$11.3K – – –
National Bank of Canada
227
National Bank of Canada
Quebec, Canada
$10.8K – – –
Russell Investments Group
228
Russell Investments Group
United Kingdom
$10.4K +$10.4K +170 New
CAS
229
Coppell Advisory Solutions
Texas
$9.05K +$9.05K +150 New
CMA
230
Cedar Mountain Advisors
Oregon
$8.04K – – –
BA
231
Ballast Advisors
Minnesota
$7.31K – – –
PA
232
Parallel Advisors
California
$6.58K – – –
KFI
233
Key Financial Inc
Pennsylvania
$5.85K – – –
S
234
SignatureFD
Georgia
$3.66K – – –
AF
235
Allworth Financial
California
$3.5K – – –
RPCA
236
Running Point Capital Advisors
California
$2.8K – – –
PP
237
PrairieView Partners
Minnesota
$2K – – –
SWM
238
Spire Wealth Management
Virginia
$609 – – –
MFG
239
Mendota Financial Group
Wisconsin
$488 +$488 +8 New
PWM
240
Provident Wealth Management
Tennessee
$61 – – –
PS
241
Portfolio Strategies
New York
– -$5.57M -96,810 Closed
GVAG
242
Great Valley Advisor Group
Delaware
– -$3.43M -59,664 Closed
AT
243
American Trust
Kentucky
– -$1.26M -20,972 Closed
AWM
244
AE Wealth Management
Kansas
– -$615K -10,688 Closed
DAS
245
Dynamic Advisor Solutions
Arizona
– -$546K -9,494 Closed
FA
246
Fermata Advisors
California
– -$498K -8,649 Closed
IA
247
IFG Advisory
Georgia
– -$405K -7,030 Closed
OL
248
Owen LaRue
Kentucky
– -$238K -4,386 Closed
Brown Advisory
249
Brown Advisory
Maryland
– -$244K -4,236 Closed
MWM
250
Mattern Wealth Management
Kansas
– -$239K -4,155 Closed
7 8 9
10
11