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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

249 hedge funds and large institutions have $798M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 103 increasing their positions, 52 reducing their positions, and 17 closing their positions.

Holders
249
Holders Change
+8
Holders Change %
+3.32%
% of All Funds
3.97%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
26
Increased
103
Reduced
52
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.4M
2
ERFOTCOFW
2
Employees Retirement Fund of the City of Fort Worth
Texas
$7.03M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15.5M
4
FA
4
Fermata Advisors
California
$3.47M
5
MOS
5
MGO One Seven
Ohio
$5.79M

Top Sellers

1
EH
1
Equitable Holdings
New York
$8.31M
2
NCMW
2
Northern Capital Management (Washington)
Washington
$474K
3
Jane Street
3
Jane Street
New York
$0
4
AWA
4
Arete Wealth Advisors
Illinois
$0
5
DI
5
DFPG Investments
Utah
$935K
Name Market Value Shares Shares
Change 		Shares
Change %
CFG
26
Cosner Financial Group
Colorado
$8.4M 147,004 +25,540 +21%
EH
27
Equitable Holdings
New York
$8.31M 145,465 -62,541 -30%
IIC
28
Integrated Investment Consultants
Michigan
$7.85M 137,377 +17,464 +15%
OC
29
Oppenheimer & Co
New York
$7.33M 128,385 +32,767 +34%
E
30
ETFidea
New York
$7.05M 123,457 – –
ERFOTCOFW
31
Employees Retirement Fund of the City of Fort Worth
Texas
$7.03M 123,000 +123,000 New
Truist Financial
32
Truist Financial
North Carolina
$6.93M 121,312 +17,217 +17%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$6.9M 120,704 +1,544 +1%
RJA
34
Raymond James & Associates
Florida
$6.55M 114,581 +1,576 +1%
MOS
35
MGO One Seven
Ohio
$5.79M 101,285 +50,496 +99%
ES
36
Eagle Strategies
New York
$5.17M 90,495 +7,515 +9%
SPC
37
Sigma Planning Corp
Michigan
$4.6M 80,504 +12,541 +18%
BFC
38
Bedel Financial Consulting
Indiana
$4.54M 79,554 +3,356 +4%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$4.54M 79,405 +3,212 +4%
C
40
CEDRUS
Colorado
$4.53M 79,245 +6,051 +8%
WGCA
41
Wolf Group Capital Advisors
Virginia
$4.29M 75,027 +1,879 +3%
Creative Planning
42
Creative Planning
Kansas
$3.78M 66,179 +15,587 +31%
CAC
43
Certified Advisory Corp
Florida
$3.74M 65,460 -1,949 -3%
MML Investors Services
44
MML Investors Services
Massachusetts
$3.69M 64,629 +8,095 +14%
SAM
45
Summit Asset Management
Tennessee
$3.53M 61,769 -695 -1%
FA
46
Fermata Advisors
California
$3.47M 60,764 +60,764 New
AAS
47
Ameritas Advisory Services
Nebraska
$3.34M 58,666 +40,387 +221%
AWS
48
Atria Wealth Solutions
New York
$3.3M 57,664 +7,232 +14%
CWM
49
Castle Wealth Management
Florida
$3.11M 54,329 +4,356 +9%
JPMPWA
50
J.P. Morgan Private Wealth Advisors
California
$3.05M 53,381 -3,600 -6%
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