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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

249 hedge funds and large institutions have $798M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 103 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+8
Holders Change %
+3.32%
% of All Funds
3.97%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
26
Increased
103
Reduced
52
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$43.4M
2
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
$7.03M
3
Osaic Holdings
Osaic Holdings
Arizona
$15.5M
4
FA
Fermata Advisors
California
$3.47M
5
MOS
MGO One Seven
Ohio
$5.79M

Top Sellers

1
EH
Equitable Holdings
New York
$8.31M
2
NCMW
Northern Capital Management (Washington)
Washington
$474K
3
Jane Street
Jane Street
New York
$0
4
AWA
Arete Wealth Advisors
Illinois
$0
5
DI
DFPG Investments
Utah
$935K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
226
Archer Investment Corporation
Indiana
$19.5K – – –
RIA
227
Realta Investment Advisors
Delaware
$18.4K – – –
GWSG
228
GPS Wealth Strategies Group
Colorado
$16.2K – – –
ACA
229
Aptus Capital Advisors
Alabama
$15.8K – – –
SS
230
Sunbelt Securities
Texas
$15.7K – – –
TSWM
231
Tyler-Stone Wealth Management
Ohio
$14K +$14K +252 New
WT
232
Whittier Trust
California
$13.7K – – –
NA
233
Nordwand Advisors
Pennsylvania
$12.9K – – –
FFA
234
Farther Finance Advisors
California
$12K – – –
FDCDDQ
235
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12K – – –
EW
236
Element Wealth
Mississippi
$10.6K – – –
National Bank of Canada
237
National Bank of Canada
Quebec, Canada
$10.1K – – –
Russell Investments Group
238
Russell Investments Group
United Kingdom
$9.74K – – –
AAP
239
Arax Advisory Partners
Colorado
$8.91K +$8.91K +156 New
CMA
240
Cedar Mountain Advisors
Oregon
$7.54K – – –
BA
241
Ballast Advisors
Minnesota
$6.86K – – –
PA
242
Parallel Advisors
California
$6.17K – – –
KFI
243
Key Financial Inc
Pennsylvania
$5.48K – – –
S
244
SignatureFD
Georgia
$3.43K – – –
RPCA
245
Running Point Capital Advisors
California
$2.63K – – –
PP
246
PrairieView Partners
Minnesota
$2K – – –
SWM
247
Spire Wealth Management
Virginia
$571 – – –
MFG
248
Mendota Financial Group
Wisconsin
$458 – – –
PWM
249
Provident Wealth Management
Tennessee
$57 – – –
Jane Street
250
Jane Street
New York
– -$1.99M -32,587 Closed
7 8 9
10
11