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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

214 hedge funds and large institutions have $534M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 26 closing their positions.

Holders
214
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.7%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
27
Increased
77
Reduced
64
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$27.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$27.1M
3
Ameriprise
3
Ameriprise
Minnesota
$29.3M
4
MCWS
4
McKinley Carter Wealth Services
West Virginia
$7.63M
5
EH
5
Equitable Holdings
New York
$8.79M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$25.1M
2
FHA
2
First Horizon Advisors
Tennessee
$11.6M
3
LPL Financial
3
LPL Financial
California
$25.2M
4
OWM
4
Orgel Wealth Management
Wisconsin
$12.5M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$22M
Name Market Value Shares Shares
Change 		Shares
Change %
IIC
26
Integrated Investment Consultants
Michigan
$4.77M 94,749 +34,815 +58%
RJA
27
Raymond James & Associates
Florida
$4.48M 88,855 -1,293 -1%
CWM
28
Capital Wealth Management
Rhode Island
$4.4M 87,255 +3,310 +4%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$4.07M 80,827 +4,260 +6%
IA
30
IFP Advisors
Florida
$4.01M 18,392 +960 +6%
AW
31
ACG Wealth
Georgia
$3.73M 73,944 +3,430 +5%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$3.49M 69,354 +7,753 +13%
MML Investors Services
33
MML Investors Services
Massachusetts
$3.4M 67,575 -14,394 -18%
SAM
34
Summit Asset Management
Tennessee
$3.3M 65,578 -724 -1%
NCMW
35
Northern Capital Management (Washington)
Washington
$3.17M 62,986 +62,986 New
HGWM
36
Harvest Group Wealth Management
Massachusetts
$3.12M 61,138 +2,024 +3%
C
37
CEDRUS
Colorado
$3.05M 60,488 +6,773 +13%
JSP
38
Jackson Square Partners
California
$2.98M 59,197 +59,197 New
TA
39
Townsend & Associates
Colorado
$2.93M 54,906 +5,208 +10%
Creative Planning
40
Creative Planning
Kansas
$2.81M 55,813 -31 -0.1%
RA
41
RFG Advisory
Alabama
$2.75M 51,571 +19,043 +59%
BFC
42
Bedel Financial Consulting
Indiana
$2.72M 51,417 +28,704 +126%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$2.69M 53,449 -7,100 -12%
CAC
44
Certified Advisory Corp
Florida
$2.67M 52,979 -7,444 -12%
PA
45
PFG Advisors
Arizona
$2.51M 49,833 +49,833 New
S
46
Surevest
California
$2.51M 49,750 +3,794 +8%
Mariner
47
Mariner
Kansas
$2.38M 47,263 +47,263 New
PAS
48
Park Avenue Securities
New York
$2.32M 46,053 – –
AAS
49
Ameritas Advisory Services
Nebraska
$2.19M 43,468 +727 +2%
CAN
50
Cetera Advisor Networks
California
$2.17M 42,988 +3,277 +8%
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