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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BWA
126
Burt Wealth Advisors
Maryland
$456K +$456K +8,458 New
AWS
127
Atria Wealth Solutions
New York
$449K +$75.8K +1,407 +20%
RW
128
Rede Wealth
Virginia
$437K -$73.5K -1,365 -14%
RJT
129
Raymond James Trust
Florida
$433K +$433K +8,033 New
FWP
130
Falcon Wealth Planning
California
$432K – – –
DWMG
131
DB Wealth Management Group
California
$428K -$229K -4,247 -35%
HAG
132
HF Advisory Group
Maryland
$427K +$427K +7,933 New
WH
133
Willner & Heller
California
$420K +$8.73K +162 +2%
OPS
134
Orion Portfolio Solutions
Nebraska
$407K -$98.3K -1,825 -19%
MA
135
Mutual Advisors
Nebraska
$390K +$33.4K +619 +9%
NA
136
NewEdge Advisors
Louisiana
$382K +$82.8K +1,896 +28%
CAM
137
Cresset Asset Management
Illinois
$379K -$34K -876 -8%
DIP
138
Davis Investment Partners
North Carolina
$375K +$375K +6,300 New
AFS
139
AFG Fiduciary Services
Massachusetts
$364K – – –
Corient Private Wealth
140
Corient Private Wealth
Florida
$354K +$354K +44,775 New
AMM
141
American Money Management
California
$350K – – –
TC
142
TAP Consulting
Missouri
$342K -$175K -3,257 -34%
NFG
143
Nations Financial Group
Iowa
$337K +$337K +6,245 New
MWP
144
Madison Wealth Partners
Wisconsin
$327K +$327K +6,064 New
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$324K -$43.2K -801 -12%
KA
146
Kovack Advisors
Florida
$320K -$292K -5,413 -48%
RI
147
Ridgewood Investments
New Jersey
$320K +$47.2K +876 +17%
TPCW
148
TD Private Client Wealth
New York
$319K +$37.1K +688 +13%
IA
149
IFG Advisory
Georgia
$318K +$3.76K +70 +1%
BFEC
150
Benjamin F. Edwards & Company
Missouri
$306K -$55.6K -1,032 -15%
4 5
6
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