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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

234 hedge funds and large institutions have $688M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 103 increasing their positions, 62 reducing their positions, and 10 closing their positions.

Holders
234
Holders Change
+9
Holders Change %
+4%
% of All Funds
3.75%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
26
Increased
103
Reduced
62
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Marmo Financial Group
Tennessee
$11.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.2M
3
OC
3
Oppenheimer & Co
New York
$4.27M
4
FC
4
Forte Capital
New York
$15.6M
5
LPL Financial
5
LPL Financial
California
$33.6M

Top Sellers

1
BWL
1
Bogart Wealth LLC
Virginia
$20M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.8M
3
Ameriprise
3
Ameriprise
Minnesota
$45.9M
4
Truist Financial
4
Truist Financial
North Carolina
$436K
5
FA
5
Fermata Advisors
California
$498K
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
26
Scott Capital Advisors
Oregon
$6.45M 111,999 +54,735 +96%
IIC
27
Integrated Investment Consultants
Michigan
$6.4M 111,190 +10,553 +10%
CAN
28
Cetera Advisor Networks
California
$6.17M 107,152 +16,822 +19%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$5.67M 98,421 -4,248 -4%
PS
30
Portfolio Strategies
New York
$5.57M 96,810 -1,373 -1%
MOS
31
MGO One Seven
Ohio
$4.81M 83,646 +2,194 +3%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$4.66M 80,946 -5,998 -7%
C
33
CEDRUS
Colorado
$4.4M 76,459 +9,817 +15%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$4.33M 75,257 +4,084 +6%
OC
35
Oppenheimer & Co
New York
$4.27M 74,239 +74,239 New
BFC
36
Bedel Financial Consulting
Indiana
$4.2M 72,888 +3,483 +5%
WGCA
37
Wolf Group Capital Advisors
Virginia
$4.05M 70,427 -3,300 -4%
ES
38
Eagle Strategies
New York
$3.98M 69,185 +16,793 +32%
HGWM
39
Harvest Group Wealth Management
Massachusetts
$3.81M 66,144 +4,503 +7%
CAC
40
Certified Advisory Corp
Florida
$3.69M 64,135 +1,594 +3%
SAM
41
Summit Asset Management
Tennessee
$3.69M 64,110 -1,056 -2%
NCMW
42
Northern Capital Management (Washington)
Washington
$3.52M 61,170 +6,340 +12%
GVAG
43
Great Valley Advisor Group
Delaware
$3.43M 59,664 +17,734 +42%
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$3.36M 58,302 -4,367 -7%
Creative Planning
45
Creative Planning
Kansas
$3.2M 55,627 -1,136 -2%
IA
46
IFP Advisors
Florida
$3.2M 14,667 -1,708 -10%
AAS
47
Ameritas Advisory Services
Nebraska
$3.19M 55,831 +6,700 +14%
MML Investors Services
48
MML Investors Services
Massachusetts
$3.19M 55,389 +312 +0.6%
SPC
49
Sigma Planning Corp
Michigan
$2.93M 50,821 +25,257 +99%
JJBC
50
James J. Burns & Company
New York
$2.76M 47,915 +4,978 +12%
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