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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

215 hedge funds and large institutions have $482M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 74 reducing their positions, and 33 closing their positions.

Holders
215
Holders Change
-4
Holders Change %
-1.83%
% of All Funds
3.64%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
30
Increased
66
Reduced
74
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FHA
1
First Horizon Advisors
Tennessee
$18.1M
2
OWM
2
Orgel Wealth Management
Wisconsin
$16.7M
3
RA
3
Rodgers & Associates
Pennsylvania
$7.79M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$26.2M
5
IIC
5
Integrated Investment Consultants
Michigan
$3.11M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$24.2M
2
AWM
2
AE Wealth Management
Kansas
$0
3
AIP
3
Almanack Investment Partners
Pennsylvania
$0
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.84M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$3.98M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
51
Castle Wealth Management
Florida
$1.86M 35,807 +35,807 New
CMP
52
Courage Miller Partners
Virginia
$1.84M 35,448 – –
OAM
53
Oak Asset Management
California
$1.84M 35,448 +35,448 New
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$1.84M 35,346 -104,646 -75%
ES
55
Eagle Strategies
New York
$1.79M 34,378 +34,378 New
MTWM
56
Masso Torrence Wealth Management
New Jersey
$1.68M 32,289 +1,107 +4%
AI
57
Atria Investments
North Carolina
$1.62M 31,216 +12,273 +65%
BI
58
Berkeley Inc
Idaho
$1.6M 30,872 +30,872 New
MHS
59
M Holdings Securities
Oregon
$1.56M 30,090 +96 +0.3%
GIA
60
GHP Investment Advisors
Colorado
$1.47M 28,248 +2,102 +8%
VWA
61
Visionary Wealth Advisors
Illinois
$1.46M 28,125 +28,125 New
SA
62
Stewardship Advisors
Pennsylvania
$1.45M 27,922 +2,447 +10%
MIAN
63
Mariner Independent Advisor Network
Kansas
$1.44M 26,567 +9,583 +56%
Comerica Bank
64
Comerica Bank
Texas
$1.44M 26,344 -633 -2%
EP
65
Eudaimonia Partners
Tennessee
$1.39M 26,719 -2,720 -9%
ML
66
McAdam LLC
Pennsylvania
$1.38M 26,602 +26,602 New
RC
67
Rovin Capital
Arizona
$1.36M 26,257 +1,623 +7%
APA
68
American Portfolios Advisors
New York
$1.33M 25,643 -5,077 -17%
AWA
69
Arete Wealth Advisors
Illinois
$1.3M 24,988 -2,251 -8%
BFC
70
Bedel Financial Consulting
Indiana
$1.18M 22,713 +22,597 +19,480%
VCM
71
Verde Capital Management
Michigan
$1.15M 22,151 -20,275 -48%
Citigroup
72
Citigroup
New York
$1.13M 21,838 -728 -3%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$1.12M 21,571 +818 +4%
SPIA
74
Steward Partners Investment Advisory
New York
$1.1M 21,117 -8,874 -30%
BCI
75
Brinker Capital Investments
Pennsylvania
$1.07M 20,552 -96 -0.5%
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