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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 %
William Blair & Company
151
William Blair & Company
Illinois
$312K 5,412 +4,566 +540%
LA
152
LexAurum Advisors
Kansas
$299K 5,190 +81 +2%
KA
153
Kovack Advisors
Florida
$297K 5,165 -780 -13%
KCFA
154
Key Client Fiduciary Advisors
New Jersey
$296K 5,140 +625 +14%
BFEC
155
Benjamin F. Edwards & Company
Missouri
$295K 5,133 -547 -10%
SI
156
Stephens Inc
Arkansas
$288K 4,997 -3,856 -44%
SG
157
StoneX Group
New York
$286K 4,971 +4,971 New
KWM
158
Kaydan Wealth Management
Michigan
$285K 4,950 – –
SWM
159
SeaCrest Wealth Management
New York
$284K 4,935 +167 +4%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$277K 4,811 +135 +3%
RIA
161
Regal Investment Advisors
Michigan
$275K 4,779 -865 -15%
IWC
162
Integrated Wealth Concepts
Massachusetts
$273K 4,751 +4,751 New
PFP
163
Pinnacle Financial Partners
Tennessee
$268K 4,648 +4,648 New
AFG
164
Atomi Financial Group
New York
$266K 4,622 +4,622 New
TCA
165
Transcend Capital Advisors
New Jersey
$265K 4,601 +885 +24%
AMG
166
Asset Management Group
Connecticut
$256K 4,452 +9 +0.2%
JAG
167
Journey Advisory Group
Kentucky
$252K 4,385 – –
RIA
168
Richwood Investment Advisors
Ohio
$252K 4,380 – –
Brown Advisory
169
Brown Advisory
Maryland
$244K 4,236 – –
KWM
170
Kingsview Wealth Management
Oregon
$241K 4,191 +4,191 New
MWM
171
Mattern Wealth Management
Kansas
$239K 4,155 -454 -10%
MCM
172
MAI Capital Management
Ohio
$239K 4,148 – –
LWM
173
Laidlaw Wealth Management
New York
$238K 4,140 – –
AMC
174
Asset Management Corp
Illinois
$238K 4,139 +104 +3%
OL
175
Owen LaRue
Kentucky
$238K 4,386 – –
5 6
7
8 9