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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 %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$1.42M 24,666 -15,726 -39%
VWA
77
Visionary Wealth Advisors
Illinois
$1.38M 23,955 +210 +0.9%
AWA
78
Arete Wealth Advisors
Illinois
$1.36M 23,640 -320 -1%
NA
79
NewEdge Advisors
Louisiana
$1.35M 23,650 +14,903 +170%
VCM
80
Verde Capital Management
Michigan
$1.3M 22,628 +2,693 +14%
BCI
81
Brinker Capital Investments
Pennsylvania
$1.3M 22,616 +2,081 +10%
OPS
82
Orion Portfolio Solutions
Nebraska
$1.3M 22,616 +15,063 +199%
AT
83
American Trust
Kentucky
$1.26M 20,972 +20,972 New
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$1.23M 21,380 +21 +0.1%
SPIA
85
Steward Partners Investment Advisory
New York
$1.08M 18,711 -146 -0.8%
DI
86
DDFG Inc
California
$1.04M 18,049 +2,909 +19%
MCC
87
Money Concepts Capital
Florida
$1.01M 97,471 +76,914 +374%
MSA
88
Marino Stram & Associates
Massachusetts
$1M 17,386 -518 -3%
HAIM
89
Hunter Associates Investment Management
Pennsylvania
$966K 16,665 +1,225 +8%
FFN
90
Focus Financial Network
Minnesota
$925K 16,064 +40 +0.2%
HIS
91
Horizon Investment Services
Indiana
$922K 16,026 +4,358 +37%
NCM
92
Neumann Capital Management
California
$902K 15,676 -1,499 -9%
DI
93
DFPG Investments
Utah
$899K 15,626 +15,626 New
LNC
94
Lincoln National Corp
Pennsylvania
$861K 14,965 +9 +0.1%
NL
95
NWAM LLC
Washington
$852K 14,795 +8 +0.1%
WMWM
96
Whitaker-Myers Wealth Managers
Ohio
$841K 14,610 +2,034 +16%
Citigroup
97
Citigroup
New York
$831K 14,432 +1,052 +8%
IC
98
IEQ Capital
California
$827K 14,370 – –
NFG
99
Nations Financial Group
Iowa
$810K 14,074 +7,829 +125%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$808K 14,039 +14,039 New
2 3
4
5 6