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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

225 hedge funds and large institutions have $1.94B invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 60 reducing their positions, and 17 closing their positions.

Holders
225
Holders Change
+11
Holders Change %
+5.14%
% of All Funds
3.63%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
32
Increased
88
Reduced
60
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$47.3M
2
FC
2
Forte Capital
New York
$10.7M
3
OWM
3
Orgel Wealth Management
Wisconsin
$20.1M
4
Mariner
4
Mariner
Kansas
$8.67M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15.6M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.29B
2
FHA
2
First Horizon Advisors
Tennessee
$5.45M
3
Morgan Stanley
3
Morgan Stanley
New York
$22.1M
4
JSP
4
Jackson Square Partners
California
$0
5
TA
5
Townsend & Associates
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NCMW
51
Northern Capital Management (Washington)
Washington
$2.95M 54,830 -8,156 -13%
ES
52
Eagle Strategies
New York
$2.82M 52,392 +16,151 +45%
AAS
53
Ameritas Advisory Services
Nebraska
$2.65M 49,131 +5,663 +13%
FLI
54
Family Legacy Inc
South Carolina
$2.61M 45,331 +7,852 +21%
PAS
55
Park Avenue Securities
New York
$2.45M 45,519 -534 -1%
CWM
56
Castle Wealth Management
Florida
$2.32M 43,084 +3,213 +8%
JJBC
57
James J. Burns & Company
New York
$2.31M 42,937 +76 +0.2%
GM
58
GeoWealth Management
Illinois
$2.29M 42,453 +36,877 +661%
GVAG
59
Great Valley Advisor Group
Delaware
$2.26M 41,930 +1,024 +3%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$2.18M 40,392 +21,429 +113%
HighTower Advisors
61
HighTower Advisors
Illinois
$2.11M 39,108 +30,674 +364%
PA
62
PFG Advisors
Arizona
$1.92M 35,550 -14,283 -29%
Goldman Sachs
63
Goldman Sachs
New York
$1.91M 35,471 -1,239 -3%
BI
64
Berkeley Inc
Idaho
$1.87M 34,628 +2,523 +8%
CMP
65
Courage Miller Partners
Virginia
$1.8M 33,498 -1,190 -3%
VNA
66
Valley National Advisers
Pennsylvania
$1.76M 31,271 +26,126 +508%
MTWM
67
Masso Torrence Wealth Management
New Jersey
$1.72M 31,887 +2,003 +7%
MHS
68
M Holdings Securities
Oregon
$1.62M 30,091 +1 +0%
AA
69
Aire Advisors
California
$1.61M 29,848 +15,940 +115%
GIA
70
GHP Investment Advisors
Colorado
$1.59M 29,558 -696 -2%
EP
71
Eudaimonia Partners
Tennessee
$1.54M 28,643 +1,293 +5%
FFL
72
Financial Freedom LLC
Ohio
$1.49M 27,630 +27,630 New
RC
73
Rovin Capital
Arizona
$1.48M 27,385 -180 -0.7%
SPC
74
Sigma Planning Corp
Michigan
$1.38M 25,564 +13,380 +110%
GRP
75
Global Retirement Partners
California
$1.38M 25,558 +10,395 +69%
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