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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.

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

Top Sellers

1
MCWS
1
McKinley Carter Wealth Services
West Virginia
$1.04M
2
PS
2
Portfolio Strategies
New York
$0
3
MCC
3
Money Concepts Capital
Florida
$1.05M
4
Wells Fargo
4
Wells Fargo
California
$26.4M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$35.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
– – -3,786 Closed
BAM
252
Belpointe Asset Management
Nevada
– – -3,752 Closed
EIP
253
Ellis Investment Partners
Pennsylvania
– – -3,726 Closed
ASN
254
Advisory Services Network
Georgia
– – -2,118 Closed
Qube Research & Technologies (QRT)
255
Qube Research & Technologies (QRT)
United Kingdom
– – -52 Closed
FCAS
256
First Command Advisory Services
Texas
$0 70 +70 New
7 8 9 10
11