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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

215 hedge funds and large institutions have $482M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 74 reducing their positions, and 33 closing their positions.

Holders
215
Holders Change
-4
Holders Change %
-1.83%
% of All Funds
3.64%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
30
Increased
66
Reduced
74
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FHA
1
First Horizon Advisors
Tennessee
$18.1M
2
OWM
2
Orgel Wealth Management
Wisconsin
$16.7M
3
RA
3
Rodgers & Associates
Pennsylvania
$7.79M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$26.2M
5
IIC
5
Integrated Investment Consultants
Michigan
$3.11M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$24.2M
2
AWM
2
AE Wealth Management
Kansas
$0
3
AIP
3
Almanack Investment Partners
Pennsylvania
$0
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.84M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$3.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$3.98M -$3.7M -71,240 -48%
KAS
27
Kestra Advisory Services
Texas
$3.84M -$1.19M -22,853 -24%
IA
28
IFP Advisors
Florida
$3.8M – – –
AW
29
ACG Wealth
Georgia
$3.66M +$22.2K +427 +0.6%
EH
30
Equitable Holdings
New York
$3.49M +$797K +15,336 +30%
SAM
31
Summit Asset Management
Tennessee
$3.44M -$107K -2,067 -3%
HGWM
32
Harvest Group Wealth Management
Massachusetts
$3.38M -$119K -2,077 -3%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$3.2M +$918K +17,676 +40%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$3.15M -$639K -12,307 -17%
CAC
35
Certified Advisory Corp
Florida
$3.14M +$731K +14,069 +30%
IIC
36
Integrated Investment Consultants
Michigan
$3.11M +$2.72M +52,352 +690%
Creative Planning
37
Creative Planning
Kansas
$2.9M -$5.71K -110 -0.2%
C
38
CEDRUS
Colorado
$2.79M +$617K +11,887 +28%
TA
39
Townsend & Associates
Colorado
$2.65M +$159K +2,983 +6%
SHFP
40
Second Half Financial Partners
Florida
$2.63M – – –
PAS
41
Park Avenue Securities
New York
$2.39M +$46.1K +887 +2%
S
42
Surevest
California
$2.39M +$73.5K +1,415 +3%
LB
43
Leo Brokerage
Texas
$2.38M -$1.61M -30,994 -40%
Citadel Advisors
44
Citadel Advisors
Florida
$2.33M +$1.5M +28,809 +179%
AAS
45
Ameritas Advisory Services
Nebraska
$2.22M +$86.7K +1,670 +4%
CAN
46
Cetera Advisor Networks
California
$2.06M +$141K +2,712 +7%
GVAG
47
Great Valley Advisor Group
Delaware
$2.04M +$216K +4,167 +12%
FLI
48
Family Legacy Inc
South Carolina
$1.96M +$316K +5,991 +19%
Goldman Sachs
49
Goldman Sachs
New York
$1.91M +$1.91M +36,825 New
RA
50
RFG Advisory
Alabama
$1.91M +$1.91M +32,528 New
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