IMCG icon

iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

241 hedge funds and large institutions have $788M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 104 increasing their positions, 61 reducing their positions, and 15 closing their positions.

Holders
241
Holders Change
+7
Holders Change %
+2.99%
% of All Funds
3.8%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
25
Increased
104
Reduced
61
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFD
1
Creative Financial Designs
Indiana
$36.4M
2
Truist Financial
2
Truist Financial
North Carolina
$6.34M
3
LPL Financial
3
LPL Financial
California
$39.7M
4
Bank of America
4
Bank of America
North Carolina
$13.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$38.4M

Top Sellers

1
MCWS
1
McKinley Carter Wealth Services
West Virginia
$1.04M
2
PS
2
Portfolio Strategies
New York
$0
3
MCC
3
Money Concepts Capital
Florida
$1.05M
4
Wells Fargo
4
Wells Fargo
California
$26.4M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$35.2M
Name Market Value Shares Shares
Change 		Shares
Change %
FLI
51
Family Legacy Inc
South Carolina
$2.84M 46,581 +1,326 +3%
FFL
52
Financial Freedom LLC
Ohio
$2.8M 45,908 +4,968 +12%
PAS
53
Park Avenue Securities
New York
$2.75M 45,056 -907 -2%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$2.72M 44,600 -1,366 -3%
VNA
55
Valley National Advisers
Pennsylvania
$2.66M 43,599 +5,321 +14%
PAG
56
Private Advisor Group
New Jersey
$2.65M 42,580 +7,996 +23%
Corient Private Wealth
57
Corient Private Wealth
Florida
$2.45M 40,204 -2,280 -5%
DI
58
DFPG Investments
Utah
$2.35M 37,180 +21,554 +138%
HighTower Advisors
59
HighTower Advisors
Illinois
$2.34M 38,369 -1,966 -5%
PA
60
PFG Advisors
Arizona
$2.17M 35,606 -301 -0.8%
BI
61
Berkeley Inc
Idaho
$2.11M 34,586 -213 -0.6%
LB
62
Leo Brokerage
Texas
$2.05M 33,700 -587 -2%
GRP
63
Global Retirement Partners
California
$2.05M 33,687 +54 +0.2%
PIAS
64
PCA Investment Advisory Services
Ohio
$2.03M 33,246 +2,693 +9%
Jane Street
65
Jane Street
New York
$1.99M 32,587 +32,587 New
CMP
66
Courage Miller Partners
Virginia
$1.94M 31,786 -773 -2%
EP
67
Eudaimonia Partners
Tennessee
$1.93M 31,642 +971 +3%
NA
68
NewEdge Advisors
Louisiana
$1.88M 30,869 +7,219 +31%
AA
69
Aire Advisors
California
$1.84M 30,066 +2,500 +9%
NL
70
NWAM LLC
Washington
$1.77M 28,978 +14,183 +96%
MHS
71
M Holdings Securities
Oregon
$1.76M 28,950 -1,141 -4%
GIA
72
GHP Investment Advisors
Colorado
$1.76M 29,175 -362 -1%
FHA
73
First Horizon Advisors
Tennessee
$1.68M 27,492 -11,678 -30%
RC
74
Rovin Capital
Arizona
$1.66M 27,279 +692 +3%
BDF
75
Black Diamond Financial
Maryland
$1.63M 26,695 +810 +3%
1 2
3
4 5