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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

234 hedge funds and large institutions have $688M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 103 increasing their positions, 62 reducing their positions, and 10 closing their positions.

Holders
234
Holders Change
+9
Holders Change %
+4%
% of All Funds
3.75%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
26
Increased
103
Reduced
62
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Marmo Financial Group
Tennessee
$11.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.2M
3
OC
3
Oppenheimer & Co
New York
$4.27M
4
FC
4
Forte Capital
New York
$15.6M
5
LPL Financial
5
LPL Financial
California
$33.6M

Top Sellers

1
BWL
1
Bogart Wealth LLC
Virginia
$20M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.8M
3
Ameriprise
3
Ameriprise
Minnesota
$45.9M
4
Truist Financial
4
Truist Financial
North Carolina
$436K
5
FA
5
Fermata Advisors
California
$498K
Name Market Value Shares Shares
Change 		Shares
Change %
WWP
101
WR Wealth Planners
Missouri
$799K 13,879 +712 +5%
HH
102
Hilltop Holdings
Texas
$767K 13,321 +2,149 +19%
FA
103
Flagstar Advisors
New York
$765K 13,291 -1,743 -12%
CAL
104
Capital Analysts LLC
Pennsylvania
$763K 13,257 -3,235 -20%
MFG
105
Merit Financial Group
Georgia
$744K 12,924 -8,170 -39%
CIA
106
Cape Investment Advisory
Georgia
$737K 12,811 +12,811 New
AFG
107
Allegheny Financial Group
Pennsylvania
$724K 12,583 +7 +0.1%
AF
108
Advisornet Financial
Minnesota
$697K 12,108 +797 +7%
Stifel Financial
109
Stifel Financial
Missouri
$683K 11,866 -5,500 -32%
FTS
110
Fifth Third Securities
Ohio
$678K 11,774 +509 +5%
FSC
111
Full Sail Capital
Oklahoma
$663K 11,520 – –
HIA
112
Harbor Investment Advisory
Maryland
$626K 10,870 -100 -0.9%
CAAS
113
Capital Asset Advisory Services
Michigan
$624K 10,847 +647 +6%
RA
114
RFG Advisory
Alabama
$624K 10,836 -637 -6%
RJT
115
Raymond James Trust
Florida
$622K 10,798 +2,765 +34%
AWM
116
AE Wealth Management
Kansas
$615K 10,688 +10,688 New
TWC
117
TD Waterhouse Canada
Ontario, Canada
$585K 10,197 -379 -4%
AFP
118
Ausdal Financial Partners
Iowa
$579K 10,051 -163 -2%
CAM
119
Cresset Asset Management
Illinois
$562K 9,768 – –
WWM
120
Windsor Wealth Management
Indiana
$558K 9,876 – –
PFO
121
Pathstone Family Office
New Jersey
$553K 9,600 -9,600 -50%
DAS
122
Dynamic Advisor Solutions
Arizona
$546K 9,494 +9,494 New
JWCA
123
J.W. Cole Advisors
Florida
$498K 8,653 -2,271 -21%
FA
124
Fermata Advisors
California
$498K 8,649 -71,406 -89%
AWM
125
Accel Wealth Management
Iowa
$488K 8,477 -1,086 -11%
3 4
5
6 7