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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.

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

Top Sellers

1
EH
Equitable Holdings
New York
$8.31M
2
NCMW
Northern Capital Management (Washington)
Washington
$474K
3
Jane Street
Jane Street
New York
$0
4
AWA
Arete Wealth Advisors
Illinois
$0
5
DI
DFPG Investments
Utah
$935K
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
126
Windsor Wealth Management
Indiana
$564K – – –
FTS
127
Fifth Third Securities
Ohio
$541K +$22.2K +388 +4%
FA
128
Flagstar Advisors
New York
$530K +$79.6K +1,389 +18%
CAL
129
Capital Analysts LLC
Pennsylvania
$514K -$256K -4,488 -33%
MWP
130
Madison Wealth Partners
Wisconsin
$509K +$8K +140 +2%
MA
131
Mutual Advisors
Nebraska
$496K +$28.6K +500 +6%
BWA
132
Burt Wealth Advisors
Maryland
$479K – – –
NCMW
133
Northern Capital Management (Washington)
Washington
$474K -$3.08M -53,942 -87%
CA
134
Cetera Advisors
Colorado
$472K +$39.4K +689 +9%
CFS
135
CGC Financial Services
Oregon
$467K -$4.69K -82 -1%
MCM
136
MAI Capital Management
Ohio
$465K +$230K +4,032 +98%
FWP
137
Falcon Wealth Planning
California
$458K – – –
TPCW
138
TD Private Client Wealth
New York
$458K +$38.3K +670 +9%
JWCA
139
J.W. Cole Advisors
Florida
$458K -$51K -893 -10%
HAG
140
HF Advisory Group
Maryland
$455K +$12.5K +213 +3%
RI
141
Ridgewood Investments
New Jersey
$443K -$57 -1 -0%
DWMG
142
DB Wealth Management Group
California
$435K -$1.83K -32 -0.4%
AWM
143
Accel Wealth Management
Iowa
$435K -$5.77K -101 -1%
IWM
144
IHT Wealth Management
Illinois
$432K -$26.5K -464 -6%
TC
145
TownSquare Capital
Utah
$414K -$248K -4,340 -37%
IA
146
IFG Advisory
Georgia
$391K +$391K +6,852 New
PA
147
Pinnacle Associates
New York
$386K – – –
AFS
148
AFG Fiduciary Services
Massachusetts
$384K – – –
AMM
149
American Money Management
California
$371K – – –
SOS
150
Silver Oak Securities
Tennessee
$366K +$38.5K +674 +12%
4 5
6
7 8