IMCG icon

iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

225 hedge funds and large institutions have $1.94B invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 60 reducing their positions, and 17 closing their positions.

Holders
225
Holders Change
+11
Holders Change %
+5.14%
% of All Funds
3.63%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
32
Increased
88
Reduced
60
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$47.3M
2
FC
2
Forte Capital
New York
$10.7M
3
OWM
3
Orgel Wealth Management
Wisconsin
$20.1M
4
Mariner
4
Mariner
Kansas
$8.67M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15.6M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.29B
2
FHA
2
First Horizon Advisors
Tennessee
$5.45M
3
Morgan Stanley
3
Morgan Stanley
New York
$22.1M
4
JSP
4
Jackson Square Partners
California
$0
5
TA
5
Townsend & Associates
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IC
101
IEQ Capital
California
$774K 14,370 – –
Citigroup
102
Citigroup
New York
$721K 13,380 -6,651 -33%
WWP
103
WR Wealth Planners
Missouri
$709K 13,167 +13,167 New
RA
104
RFG Advisory
Alabama
$687K 11,473 -40,098 -78%
WMWM
105
Whitaker-Myers Wealth Managers
Ohio
$678K 12,576 +12,576 New
AFG
106
Allegheny Financial Group
Pennsylvania
$678K 12,576 +3,700 +42%
PSF
107
Pacific Sun Financial
California
$669K 12,423 +479 +4%
HIS
108
Horizon Investment Services
Indiana
$629K 11,668 -6,814 -37%
FSC
109
Full Sail Capital
Oklahoma
$621K 11,520 – –
AF
110
Advisornet Financial
Minnesota
$609K 11,311 +331 +3%
FTS
111
Fifth Third Securities
Ohio
$607K 11,265 -1,619 -13%
HH
112
Hilltop Holdings
Texas
$602K 11,172 +810 +8%
HIA
113
Harbor Investment Advisory
Maryland
$591K 10,970 -120 -1%
JWCA
114
J.W. Cole Advisors
Florida
$589K 10,924 +242 +2%
TWC
115
TD Waterhouse Canada
Ontario, Canada
$566K 10,576 -112 -1%
AFP
116
Ausdal Financial Partners
Iowa
$550K 10,214 -161 -2%
CAAS
117
Capital Asset Advisory Services
Michigan
$550K 10,200 +1,380 +16%
SAS
118
SMI Advisory Services
Indiana
$540K 10,726 – –
Citadel Advisors
119
Citadel Advisors
Florida
$539K 10,005 -6,320 -39%
WWM
120
Windsor Wealth Management
Indiana
$539K 9,876 – –
AWM
121
Accel Wealth Management
Iowa
$515K 9,563 -3,024 -24%
IWM
122
IHT Wealth Management
Illinois
$488K 9,060 +3 +0%
MYIA
123
Mount Yale Investment Advisors
Colorado
$479K 8,893 +8,893 New
SI
124
Stephens Inc
Arkansas
$477K 8,853 -5,800 -40%
EA
125
Echo45 Advisors
California
$476K 8,843 +8,843 New
3 4
5
6 7