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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

234 hedge funds and large institutions have $688M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 103 increasing their positions, 62 reducing their positions, and 10 closing their positions.

Holders
234
Holders Change
+9
Holders Change %
+4%
% of All Funds
3.75%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
26
Increased
103
Reduced
62
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Marmo Financial Group
Tennessee
$11.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.2M
3
OC
3
Oppenheimer & Co
New York
$4.27M
4
FC
4
Forte Capital
New York
$15.6M
5
LPL Financial
5
LPL Financial
California
$33.6M

Top Sellers

1
BWL
1
Bogart Wealth LLC
Virginia
$20M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.8M
3
Ameriprise
3
Ameriprise
Minnesota
$45.9M
4
Truist Financial
4
Truist Financial
North Carolina
$436K
5
FA
5
Fermata Advisors
California
$498K
Name Market Value Shares Shares
Change 		Shares
Change %
PAS
51
Park Avenue Securities
New York
$2.65M 45,963 +444 +1%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$2.65M 45,966 -14,732 -24%
FLI
53
Family Legacy Inc
South Carolina
$2.6M 45,255 -76 -0.2%
CWM
54
Castle Wealth Management
Florida
$2.6M 45,107 +2,023 +5%
KAS
55
Kestra Advisory Services
Texas
$2.55M 44,372 +21,250 +92%
MTWM
56
Masso Torrence Wealth Management
New Jersey
$2.47M 42,850 +10,963 +34%
Corient Private Wealth
57
Corient Private Wealth
Florida
$2.45M 42,484 -2,291 -5%
FFL
58
Financial Freedom LLC
Ohio
$2.36M 40,940 +13,310 +48%
HighTower Advisors
59
HighTower Advisors
Illinois
$2.33M 40,335 +1,227 +3%
FHA
60
First Horizon Advisors
Tennessee
$2.25M 39,170 -61,953 -61%
VNA
61
Valley National Advisers
Pennsylvania
$2.18M 38,278 +7,007 +22%
PA
62
PFG Advisors
Arizona
$2.07M 35,907 +357 +1%
BI
63
Berkeley Inc
Idaho
$2M 34,799 +171 +0.5%
PAG
64
Private Advisor Group
New Jersey
$1.99M 34,584 +691 +2%
LB
65
Leo Brokerage
Texas
$1.97M 34,287 +34,287 New
CMP
66
Courage Miller Partners
Virginia
$1.87M 32,559 -939 -3%
GRP
67
Global Retirement Partners
California
$1.87M 33,633 +8,075 +32%
EP
68
Eudaimonia Partners
Tennessee
$1.77M 30,671 +2,028 +7%
PIAS
69
PCA Investment Advisory Services
Ohio
$1.76M 30,553 +30,553 New
MHS
70
M Holdings Securities
Oregon
$1.73M 30,091 – –
GIA
71
GHP Investment Advisors
Colorado
$1.7M 29,537 -21 -0.1%
AA
72
Aire Advisors
California
$1.59M 27,566 -2,282 -8%
RC
73
Rovin Capital
Arizona
$1.53M 26,587 -798 -3%
BDF
74
Black Diamond Financial
Maryland
$1.49M 25,885 +1,472 +6%
Goldman Sachs
75
Goldman Sachs
New York
$1.44M 25,031 -10,440 -29%
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