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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 %
BWA
126
Burt Wealth Advisors
Maryland
$487K 8,458 – –
MWP
127
Madison Wealth Partners
Wisconsin
$463K 8,039 +1,975 +33%
IWM
128
IHT Wealth Management
Illinois
$462K 8,032 -1,028 -11%
FWP
129
Falcon Wealth Planning
California
$462K 8,019 – –
HAG
130
HF Advisory Group
Maryland
$454K 7,890 -43 -0.5%
DWMG
131
DB Wealth Management Group
California
$442K 7,676 -266 -3%
Truist Financial
132
Truist Financial
North Carolina
$436K 7,574 -76,847 -91%
CA
133
Cetera Advisors
Colorado
$411K 7,138 +2,438 +52%
IA
134
IFG Advisory
Georgia
$405K 7,030 +1,114 +19%
MA
135
Mutual Advisors
Nebraska
$403K 6,997 -237 -3%
TPCW
136
TD Private Client Wealth
New York
$396K 6,872 +950 +16%
AFS
137
AFG Fiduciary Services
Massachusetts
$389K 6,750 – –
PA
138
Pinnacle Associates
New York
$389K 6,750 +1,950 +41%
SAS
139
SMI Advisory Services
Indiana
$378K 7,014 -3,712 -35%
AMM
140
American Money Management
California
$374K 6,500 – –
RI
141
Ridgewood Investments
New Jersey
$370K 6,425 +490 +8%
TC
142
TAP Consulting
Missouri
$367K 6,378 +34 +0.5%
CIC
143
Carnegie Investment Counsel
Ohio
$365K 6,349 +1,724 +37%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$365K 6,026 +20 +0.3%
AAS
145
Asset Allocation Strategies
Michigan
$363K 6,314 -12,220 -66%
DIP
146
Davis Investment Partners
North Carolina
$357K 6,300 – –
TC
147
TownSquare Capital
Utah
$339K 5,892 +1,589 +37%
RW
148
Rede Wealth
Virginia
$334K 5,808 -2,298 -28%
ML
149
McAdam LLC
Pennsylvania
$326K 5,661 +5,661 New
GWM
150
Geneos Wealth Management
Colorado
$323K 5,605 +340 +6%
4 5
6
7 8