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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 %
BDF
76
Black Diamond Financial
Maryland
$1.32M 24,413 +3,429 +16%
SA
77
Stewardship Advisors
Pennsylvania
$1.31M 24,249 -820 -3%
VWA
78
Visionary Wealth Advisors
Illinois
$1.28M 23,745 -285 -1%
KAS
79
Kestra Advisory Services
Texas
$1.25M 23,122 -5,749 -20%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$1.15M 21,359 – –
MFG
81
Merit Financial Group
Georgia
$1.14M 21,094 +3,216 +18%
MCC
82
Money Concepts Capital
Florida
$1.11M 20,557 +3,306 +19%
BCI
83
Brinker Capital Investments
Pennsylvania
$1.11M 20,535 -4 -0%
VCM
84
Verde Capital Management
Michigan
$1.07M 19,935 +3,944 +25%
PFO
85
Pathstone Family Office
New Jersey
$1.03M 19,200 – –
SPIA
86
Steward Partners Investment Advisory
New York
$1.02M 18,857 -523 -3%
AAS
87
Asset Allocation Strategies
Michigan
$999K 18,534 +18,534 New
Comerica Bank
88
Comerica Bank
Texas
$981K 17,203 -283 -2%
PAG
89
Private Advisor Group
New Jersey
$972K 33,893 +18,032 +114%
MSA
90
Marino Stram & Associates
Massachusetts
$965K 17,904 +3,851 +27%
Stifel Financial
91
Stifel Financial
Missouri
$936K 17,366 +4,252 +32%
NCM
92
Neumann Capital Management
California
$925K 17,175 -1,001 -6%
CAL
93
Capital Analysts LLC
Pennsylvania
$889K 16,492 -1,531 -8%
LWAC
94
Laurel Wealth Advisors (California)
California
$883K 16,395 +358 +2%
FFN
95
Focus Financial Network
Minnesota
$863K 16,024 +912 +6%
HAIM
96
Hunter Associates Investment Management
Pennsylvania
$836K 15,440 +5,235 +51%
DI
97
DDFG Inc
California
$816K 15,140 +15,140 New
FA
98
Flagstar Advisors
New York
$810K 15,034 +32 +0.2%
LNC
99
Lincoln National Corp
Pennsylvania
$806K 14,956 +9,377 +168%
NL
100
NWAM LLC
Washington
$797K 14,787 +635 +4%
2 3
4
5 6