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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

294 hedge funds and large institutions have $1.14B invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 103 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+45
Holders Change %
+18.07%
% of All Funds
4.31%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
65
Increased
103
Reduced
71
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$63.2M
2
Morgan Stanley
Morgan Stanley
New York
$109M
3
AWM
Avior Wealth Management
Nebraska
$11.4M
4
LPL Financial
LPL Financial
California
$55M
5
IWP
IAG Wealth Partners
Wisconsin
$9.83M

Top Sellers

1
BWL
Bogart Wealth LLC
Virginia
$282K
2
AAS
Ameritas Advisory Services
Nebraska
$336K
3
MTWM
Masso Torrence Wealth Management
New Jersey
$0
4
SPC
Sigma Planning Corp
Michigan
$2.46M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$334K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
126
Capital Asset Advisory Services
Michigan
$819K +$37K +574 +5%
AWM
127
Axxcess Wealth Management
California
$819K +$50K +776 +7%
PSF
128
Pacific Sun Financial
California
$815K -$15.1K -235 -2%
CIA
129
Cape Investment Advisory
Georgia
$801K +$258 +4 +0%
CIC
130
Carnegie Investment Counsel
Ohio
$766K +$5.16K +80 +0.7%
CAM
131
Cresset Asset Management
Illinois
$763K – – –
TPCW
132
TD Private Client Wealth
New York
$755K +$238K +3,695 +46%
Goldman Sachs
133
Goldman Sachs
New York
$745K -$670K -10,394 -47%
FSC
134
Full Sail Capital
Oklahoma
$742K – – –
CAG
135
Csenge Advisory Group
Florida
$733K +$733K +11,368 New
Pathstone Holdings
136
Pathstone Holdings
New Jersey
$729K +$729K +11,310 New
CAL
137
Capital Analysts LLC
Pennsylvania
$713K +$134K +2,076 +23%
HIA
138
Harbor Investment Advisory
Maryland
$704K – – –
AT
139
American Trust
Kentucky
$701K +$701K +10,884 New
RJT
140
Raymond James Trust
Florida
$687K -$8.06K -125 -1%
SOS
141
Silver Oak Securities
Tennessee
$668K +$254K +3,948 +62%
CA
142
Cetera Advisors
Colorado
$661K +$128K +1,985 +24%
FA
143
Flagstar Advisors
New York
$661K +$63.6K +987 +11%
AFP
144
Ausdal Financial Partners
Iowa
$652K +$3.03K +47 +0.5%
FTS
145
Fifth Third Securities
Ohio
$624K +$14.4K +224 +2%
AWM
146
Accel Wealth Management
Iowa
$617K +$125K +1,946 +26%
MCM
147
MidAtlantic Capital Management
Virginia
$608K +$608K +7,155 New
MCWS
148
McKinley Carter Wealth Services
West Virginia
$604K -$204K -3,172 -25%
MWP
149
Madison Wealth Partners
Wisconsin
$595K +$21.3K +330 +4%
PA
150
Pinnacle Associates
New York
$590K +$155K +2,400 +36%
4 5
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