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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

294 hedge funds and large institutions have $1.14B invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 103 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+45
Holders Change %
+18.07%
% of All Funds
4.31%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
65
Increased
103
Reduced
71
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$63.2M
2
Morgan Stanley
Morgan Stanley
New York
$109M
3
AWM
Avior Wealth Management
Nebraska
$11.4M
4
LPL Financial
LPL Financial
California
$55M
5
IWP
IAG Wealth Partners
Wisconsin
$9.83M

Top Sellers

1
BWL
Bogart Wealth LLC
Virginia
$282K
2
AAS
Ameritas Advisory Services
Nebraska
$336K
3
MTWM
Masso Torrence Wealth Management
New Jersey
$0
4
SPC
Sigma Planning Corp
Michigan
$2.46M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$334K
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
251
Operose Advisors
Wisconsin
$57.2K – – –
MFA
252
McClarren Financial Advisors
Pennsylvania
$57K +$386 +6 +0.7%
Qube Research & Technologies (QRT)
253
Qube Research & Technologies (QRT)
United Kingdom
$52.7K – – –
NS
254
NBC Securities
Alabama
$51K – – –
MFT
255
Moisand Fitzgerald Tamayo
Florida
$49.9K – – –
TCM
256
TD Capital Management
Tennessee
$45.9K +$258 +4 +0.6%
BWM
257
Baystate Wealth Management
Massachusetts
$44.7K +$258 +4 +0.6%
TSWM
258
Tyler-Stone Wealth Management
Ohio
$40.9K +$24.6K +382 +152%
MA
259
MCF Advisors
Kentucky
$35.4K – – –
TFGT
260
TS Financial Group (TSFG)
Illinois
$33K +$130 +2 +0.4%
SL
261
Salomon & Ludwin
Virginia
$32.9K – – –
CFGS
262
Concourse Financial Group Securities
Alabama
$27.7K – – –
OC
263
Oakworth Capital
Alabama
$27.1K – – –
AIC
264
Archer Investment Corporation
Indiana
$22K – – –
GWSG
265
GPS Wealth Strategies Group
Colorado
$18.2K – – –
ACA
266
Aptus Capital Advisors
Alabama
$17.8K – – –
SS
267
Sunbelt Securities
Texas
$17.7K – – –
WT
268
Whittier Trust
California
$15.5K – – –
MSG
269
Main Street Group
Virginia
$15.4K +$15.4K +238 New
NA
270
Nordwand Advisors
Pennsylvania
$14.6K – – –
FFA
271
Farther Finance Advisors
California
$13.5K – – –
FDCDDQ
272
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.5K – – –
EW
273
Element Wealth
Mississippi
$11.9K – – –
HI
274
Hoey Investments
Pennsylvania
$11.6K +$11.6K +180 New
Russell Investments Group
275
Russell Investments Group
United Kingdom
$11K +$65 +1 +0.6%
9 10
11
12 13