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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

241 hedge funds and large institutions have $788M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 104 increasing their positions, 61 reducing their positions, and 15 closing their positions.

Holders
241
Holders Change
+7
Holders Change %
+2.99%
% of All Funds
3.8%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
25
Increased
104
Reduced
61
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFD
1
Creative Financial Designs
Indiana
$36.4M
2
Truist Financial
2
Truist Financial
North Carolina
$6.34M
3
LPL Financial
3
LPL Financial
California
$39.7M
4
Bank of America
4
Bank of America
North Carolina
$13.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$38.4M

Top Sellers

1
MCWS
1
McKinley Carter Wealth Services
West Virginia
$1.04M
2
PS
2
Portfolio Strategies
New York
$0
3
MCC
3
Money Concepts Capital
Florida
$1.05M
4
Wells Fargo
4
Wells Fargo
California
$26.4M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$35.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$7.46M 122,425 +15,273 +14%
CFG
27
Cosner Financial Group
Colorado
$7.4M 121,464 +121,464 New
SCA
28
Scott Capital Advisors
Oregon
$7.38M 121,048 +9,049 +8%
IIC
29
Integrated Investment Consultants
Michigan
$7.31M 119,913 +8,723 +8%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$7.26M 119,160 +20,739 +21%
RJA
31
Raymond James & Associates
Florida
$6.89M 113,005 +114 +0.1%
Truist Financial
32
Truist Financial
North Carolina
$6.34M 104,095 +96,521 +1,274%
OC
33
Oppenheimer & Co
New York
$5.83M 95,618 +21,379 +29%
ES
34
Eagle Strategies
New York
$5.06M 82,980 +13,795 +20%
BFC
35
Bedel Financial Consulting
Indiana
$4.64M 76,198 +3,310 +5%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$4.64M 76,193 +936 +1%
C
37
CEDRUS
Colorado
$4.46M 73,194 -3,265 -4%
WGCA
38
Wolf Group Capital Advisors
Virginia
$4.18M 73,148 +2,721 +4%
SPC
39
Sigma Planning Corp
Michigan
$4.14M 67,963 +17,142 +34%
CAC
40
Certified Advisory Corp
Florida
$4.11M 67,409 +3,274 +5%
SAM
41
Summit Asset Management
Tennessee
$3.81M 62,464 -1,646 -3%
NCMW
42
Northern Capital Management (Washington)
Washington
$3.79M 62,233 +1,063 +2%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$3.47M 56,981 -1,321 -2%
MML Investors Services
44
MML Investors Services
Massachusetts
$3.45M 56,534 +1,145 +2%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$3.15M 51,716 -29,230 -36%
MOS
46
MGO One Seven
Ohio
$3.1M 50,789 -32,857 -39%
Creative Planning
47
Creative Planning
Kansas
$3.08M 50,592 -5,035 -9%
AWS
48
Atria Wealth Solutions
New York
$3.07M 50,432 +50,432 New
MTWM
49
Masso Torrence Wealth Management
New Jersey
$3.05M 50,129 +7,279 +17%
CWM
50
Castle Wealth Management
Florida
$3.05M 49,973 +4,866 +11%
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