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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

241 hedge funds and large institutions have $788M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 104 increasing their positions, 61 reducing their positions, and 15 closing their positions.

Holders
241
Holders Change
+7
Holders Change %
+2.99%
% of All Funds
3.8%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
25
Increased
104
Reduced
61
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFD
1
Creative Financial Designs
Indiana
$36.4M
2
Truist Financial
2
Truist Financial
North Carolina
$6.34M
3
LPL Financial
3
LPL Financial
California
$39.7M
4
Bank of America
4
Bank of America
North Carolina
$13.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$38.4M

Top Sellers

1
MCWS
1
McKinley Carter Wealth Services
West Virginia
$1.04M
2
PS
2
Portfolio Strategies
New York
$0
3
MCC
3
Money Concepts Capital
Florida
$1.05M
4
Wells Fargo
4
Wells Fargo
California
$26.4M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
101
Hilltop Holdings
Texas
$979K +$168K +2,749 +21%
NCM
102
Neumann Capital Management
California
$955K – – –
IA
103
IFP Advisors
Florida
$941K +$47.7K +782 +5%
IC
104
IEQ Capital
California
$876K – – –
Citigroup
105
Citigroup
New York
$861K -$18.5K -303 -2%
WWP
106
WR Wealth Planners
Missouri
$857K +$11K +180 +1%
CAL
107
Capital Analysts LLC
Pennsylvania
$792K +$13.4K +229 +2%
CIA
108
Cape Investment Advisory
Georgia
$775K -$6.09K -100 -0.8%
AF
109
Advisornet Financial
Minnesota
$774K +$35.7K +585 +5%
Stifel Financial
110
Stifel Financial
Missouri
$768K +$44.3K +727 +6%
PSF
111
Pacific Sun Financial
California
$746K +$746K +12,958 New
CAM
112
Cresset Asset Management
Illinois
$721K +$126K +2,070 +21%
CAAS
113
Capital Asset Advisory Services
Michigan
$716K +$41.4K +665 +6%
TC
114
TownSquare Capital
Utah
$706K +$347K +5,693 +97%
FSC
115
Full Sail Capital
Oklahoma
$702K – – –
MFG
116
Merit Financial Group
Georgia
$701K -$86.8K -1,424 -11%
HIA
117
Harbor Investment Advisory
Maryland
$670K +$7.31K +120 +1%
RJT
118
Raymond James Trust
Florida
$658K – – –
RA
119
RFG Advisory
Alabama
$655K -$5.12K -84 -0.8%
AFP
120
Ausdal Financial Partners
Iowa
$613K +$792 +13 +0.1%
WWM
121
Windsor Wealth Management
Indiana
$602K – – –
PFO
122
Pathstone Family Office
New Jersey
$585K – – –
FTS
123
Fifth Third Securities
Ohio
$552K -$165K -2,708 -23%
CIC
124
Carnegie Investment Counsel
Ohio
$550K +$164K +2,684 +42%
JWCA
125
J.W. Cole Advisors
Florida
$543K +$15.5K +255 +3%
3 4
5
6 7