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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

249 hedge funds and large institutions have $798M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 103 increasing their positions, 52 reducing their positions, and 17 closing their positions.

Holders
249
Holders Change
+8
Holders Change %
+3.32%
% of All Funds
3.97%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
26
Increased
103
Reduced
52
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.4M
2
ERFOTCOFW
2
Employees Retirement Fund of the City of Fort Worth
Texas
$7.03M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15.5M
4
FA
4
Fermata Advisors
California
$3.47M
5
MOS
5
MGO One Seven
Ohio
$5.79M

Top Sellers

1
EH
1
Equitable Holdings
New York
$8.31M
2
NCMW
2
Northern Capital Management (Washington)
Washington
$474K
3
Jane Street
3
Jane Street
New York
$0
4
AWA
4
Arete Wealth Advisors
Illinois
$0
5
DI
5
DFPG Investments
Utah
$935K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
101
Focus Financial Network
Minnesota
$1.01M +$27.8K +485 +3%
IA
102
IFP Advisors
Florida
$958K +$75.9K +1,329 +9%
DI
103
DFPG Investments
Utah
$935K -$1.15M -20,479 -55%
Citigroup
104
Citigroup
New York
$932K +$124K +2,179 +15%
HH
105
Hilltop Holdings
Texas
$924K +$6.34K +111 +0.7%
DI
106
DDFG Inc
California
$921K -$191K -3,351 -17%
NCM
107
Neumann Capital Management
California
$896K – – –
IP
108
Ignite Planners
California
$856K +$856K +15,226 New
IC
109
IEQ Capital
California
$821K – – –
Stifel Financial
110
Stifel Financial
Missouri
$790K +$70.7K +1,237 +10%
PSF
111
Pacific Sun Financial
California
$736K -$4K -70 -0.5%
AFG
112
Allegheny Financial Group
Pennsylvania
$720K +$336K +5,883 +88%
MCWS
113
McKinley Carter Wealth Services
West Virginia
$717K -$262K -4,594 -27%
CIA
114
Cape Investment Advisory
Georgia
$710K -$16.6K -291 -2%
CAAS
115
Capital Asset Advisory Services
Michigan
$706K +$35.9K +617 +5%
AWM
116
Axxcess Wealth Management
California
$681K +$681K +11,927 New
CAM
117
Cresset Asset Management
Illinois
$677K – – –
CIC
118
Carnegie Investment Counsel
Ohio
$674K +$158K +2,765 +31%
MFG
119
Merit Financial Group
Georgia
$664K +$7.31K +128 +1%
FSC
120
Full Sail Capital
Oklahoma
$658K – – –
PFO
121
Pathstone Family Office
New Jersey
$646K +$97.7K +1,710 +18%
HIA
122
Harbor Investment Advisory
Maryland
$624K -$3.43K -60 -0.5%
RJT
123
Raymond James Trust
Florida
$616K -$743 -13 -0.1%
KWM
124
Kingsview Wealth Management
Oregon
$582K +$168K +2,942 +41%
AFP
125
Ausdal Financial Partners
Iowa
$575K – – –
3 4
5
6 7