IMCG icon

iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

249 hedge funds and large institutions have $798M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 103 increasing their positions, 52 reducing their positions, and 17 closing their positions.

Holders
249
Holders Change
+8
Holders Change %
+3.32%
% of All Funds
3.97%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
26
Increased
103
Reduced
52
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.4M
2
ERFOTCOFW
2
Employees Retirement Fund of the City of Fort Worth
Texas
$7.03M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15.5M
4
FA
4
Fermata Advisors
California
$3.47M
5
MOS
5
MGO One Seven
Ohio
$5.79M

Top Sellers

1
EH
1
Equitable Holdings
New York
$8.31M
2
NCMW
2
Northern Capital Management (Washington)
Washington
$474K
3
Jane Street
3
Jane Street
New York
$0
4
AWA
4
Arete Wealth Advisors
Illinois
$0
5
DI
5
DFPG Investments
Utah
$935K
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
76
M Holdings Securities
Oregon
$1.71M +$55.2K +966 +3%
RC
77
Rovin Capital
Arizona
$1.7M +$142K +2,477 +9%
GIA
78
GHP Investment Advisors
Colorado
$1.66M +$3.41K +60 +0.2%
BDF
79
Black Diamond Financial
Maryland
$1.56M +$34.1K +597 +2%
AAS
80
Asset Allocation Strategies
Michigan
$1.48M +$114K +1,998 +8%
Comerica Bank
81
Comerica Bank
Texas
$1.44M +$1.44M +25,279 New
MSA
82
Marino Stram & Associates
Massachusetts
$1.42M +$183K +3,196 +15%
KAS
83
Kestra Advisory Services
Texas
$1.36M +$274K +4,803 +25%
VWA
84
Visionary Wealth Advisors
Illinois
$1.27M -$22.7K -398 -2%
Goldman Sachs
85
Goldman Sachs
New York
$1.25M – – –
HFW
86
Horizon Family Wealth
Illinois
$1.24M +$1.24M +21,622 New
WMWM
87
Whitaker-Myers Wealth Managers
Ohio
$1.2M +$187K +3,277 +19%
SPIA
88
Steward Partners Investment Advisory
New York
$1.19M +$100K +1,757 +9%
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$1.16M -$310K -5,422 -21%
HIS
90
Horizon Investment Services
Indiana
$1.15M +$212K +3,710 +23%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$1.13M +$857 +15 +0.1%
AF
92
Advisornet Financial
Minnesota
$1.11M +$383K +6,704 +53%
HAIM
93
Hunter Associates Investment Management
Pennsylvania
$1.1M +$85.8K +1,500 +8%
IWC
94
Integrated Wealth Concepts
Massachusetts
$1.1M -$59.8K -1,046 -5%
FHA
95
First Horizon Advisors
Tennessee
$1.08M -$495K -8,671 -32%
OPS
96
Orion Portfolio Solutions
Nebraska
$1.07M -$3.09K -54 -0.3%
BCI
97
Brinker Capital Investments
Pennsylvania
$1.07M -$3.09K -54 -0.3%
JJBC
98
James J. Burns & Company
New York
$1.07M -$375K -6,564 -26%
MCC
99
Money Concepts Capital
Florida
$1.02M +$37.5K +657 +4%
WWP
100
WR Wealth Planners
Missouri
$1.01M +$208K +3,647 +26%
2 3
4
5 6