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iShares Morningstar Mid-Cap Growth ETF
IMCG

244 hedge funds and large institutions have $789M 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

70% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 61

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

14% more capital invested

Capital invested by funds: $689M → $789M (+$99.6M)

3% more funds holding

Funds holding: 237 → 244 (+7)

0.58% less ownership

Funds ownership: 50.68% → 50.1% (-0.58%)

Holders
244
Holders Change
+7
Holders Change %
+2.95%
% of All Funds
3.83%
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
+$14.9M
2
Truist Financial
Truist Financial
North Carolina
+$5.54M
3
LPL Financial
LPL Financial
California
+$3.92M
4
Bank of America
Bank of America
North Carolina
+$3.42M
5
Morgan Stanley
Morgan Stanley
New York
+$3.1M

Top Sellers

1
MCWS
McKinley Carter Wealth Services
West Virginia
-$8.43M
2
PS
Portfolio Strategies
New York
-$5.57M
3
MCC
Money Concepts Capital
Florida
-$4.6M
4
Wells Fargo
Wells Fargo
California
-$3.71M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
OL
251
Owen LaRue
Kentucky
– -$238K -4,386 Closed
Brown Advisory
252
Brown Advisory
Maryland
– -$244K -4,236 Closed
MWM
253
Mattern Wealth Management
Kansas
– -$239K -4,155 Closed
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
– -$218K -3,786 Closed
BAM
255
Belpointe Asset Management
Nevada
– -$216K -3,752 Closed
EIP
256
Ellis Investment Partners
Pennsylvania
– -$214K -3,726 Closed
ASN
257
Advisory Services Network
Georgia
– -$122K -2,118 Closed
Qube Research & Technologies (QRT)
258
Qube Research & Technologies (QRT)
United Kingdom
– -$2.99K -52 Closed
FCAS
259
First Command Advisory Services
Texas
– +$4.01K +70 New
7 8 9 10
11