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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

219 hedge funds and large institutions have $577M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 68 reducing their positions, and 27 closing their positions.

Holders
219
Holders Change
+3
Holders Change %
+1.39%
% of All Funds
3.47%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
32
Increased
72
Reduced
68
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWL
1
Bogart Wealth LLC
Virginia
$22.6M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$8.68M
3
AWM
3
AE Wealth Management
Kansas
$9.11M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$9M
5
LPL Financial
5
LPL Financial
California
$38.5M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
Ameriprise
2
Ameriprise
Minnesota
$20.1M
3
SI
3
Stephens Inc
Arkansas
$2.39M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$1.19M
5
FTS
5
Fifth Third Securities
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LB
26
Leo Brokerage
Texas
$4.94M 76,843 +76,843 New
RA
27
Rodgers & Associates
Pennsylvania
$4.8M 74,632 +69 +0.1%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$4.68M 72,856 -44,070 -38%
AW
29
ACG Wealth
Georgia
$4.51M 70,087 +209 +0.3%
SAM
30
Summit Asset Management
Tennessee
$4.4M 68,369 -1,011 -1%
HGWM
31
Harvest Group Wealth Management
Massachusetts
$3.93M 61,191 +61,191 New
OMC
32
Old Mission Capital
Illinois
$3.86M 60,118 +60,118 New
CWM
33
Capital Wealth Management
Rhode Island
$3.8M 59,093 +9,043 +18%
IA
34
IFP Advisors
Florida
$3.8M 17,432 +7,987 +85%
Creative Planning
35
Creative Planning
Kansas
$3.6M 55,954 -2,686 -5%
EH
36
Equitable Holdings
New York
$3.33M 51,832 +11,687 +29%
CAC
37
Certified Advisory Corp
Florida
$2.98M 46,354 +6,245 +16%
TA
38
Townsend & Associates
Colorado
$2.94M 46,715 +7,816 +20%
PAS
39
Park Avenue Securities
New York
$2.9M 45,166 +175 +0.4%
S
40
Surevest
California
$2.86M 44,541 +42,675 +2,287%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$2.82M 43,925 -1,090 -2%
FA
42
Fermata Advisors
California
$2.73M 42,472 +14,721 +53%
VCM
43
Verde Capital Management
Michigan
$2.73M 42,426 +20,178 +91%
C
44
CEDRUS
Colorado
$2.69M 41,828 +14,534 +53%
AAS
45
Ameritas Advisory Services
Nebraska
$2.64M 41,071 +15,533 +61%
SHFP
46
Second Half Financial Partners
Florida
$2.63M 6,965 +6,965 New
WCAMG
47
Woodard & Company Asset Management Group
North Carolina
$2.58M 40,103 +40,103 New
SI
48
Stephens Inc
Arkansas
$2.39M 37,249 -185,872 -83%
CAN
49
Cetera Advisor Networks
California
$2.38M 36,999 +2,455 +7%
CMP
50
Courage Miller Partners
Virginia
$2.28M 35,448 -131 -0.4%
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