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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

294 hedge funds and large institutions have $1.14B invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 103 increasing their positions, 71 reducing their positions, and 17 closing their positions.

Holders
294
Holders Change
+45
Holders Change %
+18.07%
% of All Funds
4.31%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
65
Increased
103
Reduced
71
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$63.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$109M
3
AWM
3
Avior Wealth Management
Nebraska
$11.4M
4
LPL Financial
4
LPL Financial
California
$55M
5
IWP
5
IAG Wealth Partners
Wisconsin
$9.83M

Top Sellers

1
BWL
1
Bogart Wealth LLC
Virginia
$282K
2
AAS
2
Ameritas Advisory Services
Nebraska
$336K
3
MTWM
3
Masso Torrence Wealth Management
New Jersey
$0
4
SPC
4
Sigma Planning Corp
Michigan
$2.46M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$334K
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$2.07M 32,080 -10,412 -25%
LWL
77
Leo Wealth LLC
Texas
$2.04M 29,362 +29,362 New
NA
78
NewEdge Advisors
Louisiana
$1.97M 30,478 -1,162 -4%
BDF
79
Black Diamond Financial
Maryland
$1.95M 30,274 +2,982 +11%
LNC
80
Lincoln National Corp
Pennsylvania
$1.93M 29,974 +25,040 +507%
MHS
81
M Holdings Securities
Oregon
$1.92M 29,805 -111 -0.4%
AAS
82
Asset Allocation Strategies
Michigan
$1.92M 29,715 +3,782 +15%
SWA
83
SFMG Wealth Advisors
Texas
$1.86M 28,933 +28,933 New
RC
84
Rovin Capital
Arizona
$1.85M 28,623 -1,133 -4%
CMP
85
Courage Miller Partners
Virginia
$1.83M 28,369 -2,689 -9%
GIA
86
GHP Investment Advisors
Colorado
$1.81M 28,151 -1,084 -4%
AA
87
Aire Advisors
California
$1.79M 27,715 -2,592 -9%
Comerica Bank
88
Comerica Bank
Texas
$1.76M 27,378 +2,099 +8%
BCM
89
Beaumont Capital Management
Massachusetts
$1.76M 27,327 +27,327 New
WMWM
90
Whitaker-Myers Wealth Managers
Ohio
$1.74M 27,004 +6,079 +29%
AT
91
Arden Trust
Delaware
$1.72M 26,661 +26,661 New
MFG
92
Merit Financial Group
Georgia
$1.69M 26,225 +14,597 +126%
IP
93
Ignite Planners
California
$1.66M 26,147 +10,921 +72%
MSA
94
Marino Stram & Associates
Massachusetts
$1.62M 25,101 +283 +1%
AWA
95
Arete Wealth Advisors
Illinois
$1.59M 24,712 +24,712 New
HFW
96
Horizon Family Wealth
Illinois
$1.59M 24,706 +3,084 +14%
HAIM
97
Hunter Associates Investment Management
Pennsylvania
$1.54M 23,848 +4,608 +24%
KAS
98
Kestra Advisory Services
Texas
$1.54M 23,831 +103 +0.4%
Jane Street
99
Jane Street
New York
$1.34M 20,806 +20,806 New
HIS
100
Horizon Investment Services
Indiana
$1.29M 19,940 -186 -0.9%
2 3
4
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