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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

225 hedge funds and large institutions have $1.94B invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 60 reducing their positions, and 17 closing their positions.

Holders
225
Holders Change
+11
Holders Change %
+5.14%
% of All Funds
3.63%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
32
Increased
88
Reduced
60
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$47.3M
2
FC
2
Forte Capital
New York
$10.7M
3
OWM
3
Orgel Wealth Management
Wisconsin
$20.1M
4
Mariner
4
Mariner
Kansas
$8.67M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15.6M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.29B
2
FHA
2
First Horizon Advisors
Tennessee
$5.45M
3
Morgan Stanley
3
Morgan Stanley
New York
$22.1M
4
JSP
4
Jackson Square Partners
California
$0
5
TA
5
Townsend & Associates
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$6.73M 124,898 +36,043 +41%
CWM
27
Capital Wealth Management
Rhode Island
$5.56M 103,246 +15,991 +18%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$5.53M 102,669 -10,094 -9%
FHA
29
First Horizon Advisors
Tennessee
$5.45M 101,123 -129,303 -56%
IIC
30
Integrated Investment Consultants
Michigan
$5.42M 100,637 +5,888 +6%
PS
31
Portfolio Strategies
New York
$5.29M 98,183 -5,020 -5%
CAN
32
Cetera Advisor Networks
California
$4.87M 90,330 +47,342 +110%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$4.69M 86,944 +71,162 +451%
Truist Financial
34
Truist Financial
North Carolina
$4.55M 84,421 +79,996 +1,808%
MOS
35
MGO One Seven
Ohio
$4.39M 81,452 -24,253 -23%
FA
36
Fermata Advisors
California
$4.31M 80,055 -16,668 -17%
WGCA
37
Wolf Group Capital Advisors
Virginia
$3.97M 73,727 +73,727 New
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$3.84M 71,173 -9,654 -12%
BFC
39
Bedel Financial Consulting
Indiana
$3.74M 69,405 +17,988 +35%
C
40
CEDRUS
Colorado
$3.59M 66,642 +6,154 +10%
IA
41
IFP Advisors
Florida
$3.57M 16,375 -2,017 -11%
SAM
42
Summit Asset Management
Tennessee
$3.51M 65,166 -412 -0.6%
IAG
43
Ipsen Advisor Group
Arkansas
$3.47M 64,477 +64,477 New
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$3.38M 62,669 +9,220 +17%
CAC
45
Certified Advisory Corp
Florida
$3.37M 62,541 +9,562 +18%
HGWM
46
Harvest Group Wealth Management
Massachusetts
$3.32M 61,641 +503 +0.8%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$3.27M 60,698 -8,656 -12%
SCA
48
Scott Capital Advisors
Oregon
$3.09M 57,264 +52,614 +1,131%
Creative Planning
49
Creative Planning
Kansas
$3.06M 56,763 +950 +2%
MML Investors Services
50
MML Investors Services
Massachusetts
$2.97M 55,077 -12,498 -18%
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