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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.

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

Top Sellers

1
MCWS
McKinley Carter Wealth Services
West Virginia
$1.04M
2
PS
Portfolio Strategies
New York
$0
3
MCC
Money Concepts Capital
Florida
$1.05M
4
Wells Fargo
Wells Fargo
California
$26.4M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
126
Madison Wealth Partners
Wisconsin
$534K +$44.2K +726 +9%
BWA
127
Burt Wealth Advisors
Maryland
$511K -$4.27K -70 -0.8%
CFS
128
CGC Financial Services
Oregon
$503K +$503K +8,260 New
MA
129
Mutual Advisors
Nebraska
$499K +$72.3K +1,187 +17%
IWM
130
IHT Wealth Management
Illinois
$489K – – –
FWP
131
Falcon Wealth Planning
California
$489K – – –
FA
132
Flagstar Advisors
New York
$480K -$330K -5,418 -41%
RI
133
Ridgewood Investments
New Jersey
$472K +$80.6K +1,323 +21%
AWM
134
Accel Wealth Management
Iowa
$471K -$46K -755 -9%
DWMG
135
DB Wealth Management Group
California
$466K -$1.34K -22 -0.3%
CA
136
Cetera Advisors
Colorado
$462K +$26.9K +441 +6%
HAG
137
HF Advisory Group
Maryland
$461K -$19.7K -324 -4%
TPCW
138
TD Private Client Wealth
New York
$448K +$29K +476 +7%
KWM
139
Kingsview Wealth Management
Oregon
$442K +$186K +3,059 +73%
TWC
140
TD Waterhouse Canada
Ontario, Canada
$426K -$196K -3,215 -32%
AFS
141
AFG Fiduciary Services
Massachusetts
$420K – – –
PA
142
Pinnacle Associates
New York
$411K – – –
AFG
143
Allegheny Financial Group
Pennsylvania
$409K -$358K -5,867 -47%
AMM
144
American Money Management
California
$396K – – –
DIP
145
Davis Investment Partners
North Carolina
$393K – – –
TC
146
TAP Consulting
Missouri
$378K -$10.4K -171 -3%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$368K – – –
RW
148
Rede Wealth
Virginia
$354K – – –
SOS
149
Silver Oak Securities
Tennessee
$349K +$349K +5,735 New
Fidelity Investments
150
Fidelity Investments
Massachusetts
$347K +$53.6K +879 +18%
4 5
6
7 8