IMCG icon

iShares Morningstar Mid-Cap Growth ETF

214 hedge funds and large institutions have $534M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 26 closing their positions.

Holders
214
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.7%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
27
Increased
77
Reduced
64
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Stifel Financial
101
Stifel Financial
Missouri
$661K 13,114 +7,664 +141%
FTS
102
Fifth Third Securities
Ohio
$649K 12,884 -1,123 -8%
SPC
103
Sigma Planning Corp
Michigan
$614K 12,184 -7,090 -37%
DWMG
104
DB Wealth Management Group
California
$614K 12,189 -1,665 -12%
PSF
105
Pacific Sun Financial
California
$602K 11,944 +1,895 +19%
FSC
106
Full Sail Capital
Oklahoma
$580K 11,520
KA
107
Kovack Advisors
Florida
$572K 11,358 -175 -2%
HIA
108
Harbor Investment Advisory
Maryland
$559K 11,090
AF
109
Advisornet Financial
Minnesota
$553K 10,980 +2,873 +35%
TWC
110
TD Waterhouse Canada
Ontario, Canada
$553K 10,688 -383 -3%
SAS
111
SMI Advisory Services
Indiana
$540K 10,726 -6,761 -39%
JWCA
112
J.W. Cole Advisors
Florida
$538K 10,682 -4,655 -30%
CAM
113
Cresset Asset Management
Illinois
$537K 10,644
AFP
114
Ausdal Financial Partners
Iowa
$523K 10,375 +23 +0.2%
HH
115
Hilltop Holdings
Texas
$522K 10,362 +10,362 New
HAIM
116
Hunter Associates Investment Management
Pennsylvania
$516K 10,205 +10,205 New
WWM
117
Windsor Wealth Management
Indiana
$507K 9,876
TC
118
TAP Consulting
Missouri
$484K 9,601 +124 +1%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$478K 9,497 +5,128 +117%
RW
120
Rede Wealth
Virginia
$477K 9,471 -66 -0.7%
OPS
121
Orion Portfolio Solutions
Nebraska
$472K 9,378 +359 +4%
IWM
122
IHT Wealth Management
Illinois
$456K 9,057 +127 +1%
AFG
123
Allegheny Financial Group
Pennsylvania
$447K 8,876 +1,597 +22%
CAAS
124
Capital Asset Advisory Services
Michigan
$444K 8,820 +625 +8%
HighTower Advisors
125
HighTower Advisors
Illinois
$425K 8,434