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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

214 hedge funds and large institutions have $534M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 26 closing their positions.

Holders
214
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.7%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
27
Increased
77
Reduced
64
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$27.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$27.1M
3
Ameriprise
3
Ameriprise
Minnesota
$29.3M
4
MCWS
4
McKinley Carter Wealth Services
West Virginia
$7.63M
5
EH
5
Equitable Holdings
New York
$8.79M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$25.1M
2
FHA
2
First Horizon Advisors
Tennessee
$11.6M
3
LPL Financial
3
LPL Financial
California
$25.2M
4
OWM
4
Orgel Wealth Management
Wisconsin
$12.5M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$22M
Name Market Value Shares Shares
Change 		Shares
Change %
JJBC
51
James J. Burns & Company
New York
$2.16M 42,861 +42,861 New
GVAG
52
Great Valley Advisor Group
Delaware
$2.06M 40,906 +1,732 +4%
CWM
53
Castle Wealth Management
Florida
$2.01M 39,871 +4,064 +11%
FLI
54
Family Legacy Inc
South Carolina
$1.89M 37,479 +250 +0.7%
Goldman Sachs
55
Goldman Sachs
New York
$1.85M 36,710 -115 -0.3%
ES
56
Eagle Strategies
New York
$1.83M 36,241 +1,863 +5%
CMP
57
Courage Miller Partners
Virginia
$1.75M 34,688 -760 -2%
BI
58
Berkeley Inc
Idaho
$1.62M 32,105 +1,233 +4%
GIA
59
GHP Investment Advisors
Colorado
$1.52M 30,254 +2,006 +7%
MHS
60
M Holdings Securities
Oregon
$1.52M 30,090 – –
MTWM
61
Masso Torrence Wealth Management
New Jersey
$1.51M 29,884 -2,405 -7%
KAS
62
Kestra Advisory Services
Texas
$1.46M 28,871 -45,140 -61%
RC
63
Rovin Capital
Arizona
$1.39M 27,565 +1,308 +5%
APA
64
American Portfolios Advisors
New York
$1.38M 27,467 +1,824 +7%
EP
65
Eudaimonia Partners
Tennessee
$1.38M 27,350 +631 +2%
Jane Street
66
Jane Street
New York
$1.37M 27,252 +19,685 +260%
SA
67
Stewardship Advisors
Pennsylvania
$1.26M 25,069 -2,853 -10%
AWA
68
Arete Wealth Advisors
Illinois
$1.26M 24,950 -38 -0.2%
MIAN
69
Mariner Independent Advisor Network
Kansas
$1.23M 24,460 -2,107 -8%
VWA
70
Visionary Wealth Advisors
Illinois
$1.21M 24,030 -4,095 -15%
ML
71
McAdam LLC
Pennsylvania
$1.19M 23,677 -2,925 -11%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$1.08M 21,359 +18,600 +674%
BDF
73
Black Diamond Financial
Maryland
$1.06M 20,984 +3,988 +23%
BCI
74
Brinker Capital Investments
Pennsylvania
$1.04M 20,539 -13 -0.1%
Citigroup
75
Citigroup
New York
$1.01M 20,031 -1,807 -8%
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