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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 Holding Trade Value Shares
Change 		Shares
Change %
VCM
76
Verde Capital Management
Michigan
$1.58M +$202K +3,310 +15%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$1.56M +$61.1K +1,002 +4%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$1.56M +$1.56M +25,548 New
JJBC
79
James J. Burns & Company
New York
$1.54M -$1.38M -22,669 -47%
NFG
80
Nations Financial Group
Iowa
$1.48M +$620K +10,170 +72%
AWA
81
Arete Wealth Advisors
Illinois
$1.47M +$27.5K +452 +2%
AAS
82
Asset Allocation Strategies
Michigan
$1.46M +$1.07M +17,621 +279%
VWA
83
Visionary Wealth Advisors
Illinois
$1.38M -$76.8K -1,260 -5%
Goldman Sachs
84
Goldman Sachs
New York
$1.34M -$188K -3,078 -12%
MSA
85
Marino Stram & Associates
Massachusetts
$1.32M +$258K +4,236 +24%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$1.29M +$437K +7,167 +51%
IWC
87
Integrated Wealth Concepts
Massachusetts
$1.23M +$943K +15,468 +326%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$1.2M -$103K -1,694 -8%
DI
89
DDFG Inc
California
$1.19M +$87.1K +1,429 +8%
SPIA
90
Steward Partners Investment Advisory
New York
$1.16M +$18K +295 +2%
KAS
91
Kestra Advisory Services
Texas
$1.15M -$1.55M -25,447 -57%
OPS
92
Orion Portfolio Solutions
Nebraska
$1.15M -$229K -3,766 -17%
BCI
93
Brinker Capital Investments
Pennsylvania
$1.15M -$229K -3,766 -17%
AAS
94
Ameritas Advisory Services
Nebraska
$1.1M -$2.26M -37,552 -67%
HAIM
95
Hunter Associates Investment Management
Pennsylvania
$1.08M +$65.4K +1,075 +6%
WMWM
96
Whitaker-Myers Wealth Managers
Ohio
$1.08M +$185K +3,038 +21%
MCC
97
Money Concepts Capital
Florida
$1.05M -$4.89M -80,232 -82%
MCWS
98
McKinley Carter Wealth Services
West Virginia
$1.04M -$8.96M -146,992 -90%
FFN
99
Focus Financial Network
Minnesota
$1.04M +$64.4K +1,056 +7%
HIS
100
Horizon Investment Services
Indiana
$1M +$23.8K +390 +2%
2 3
4
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