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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 %
GWM
151
Geneos Wealth Management
Colorado
$346K +$4.75K +78 +1%
ML
152
McAdam LLC
Pennsylvania
$339K -$6.03K -99 -2%
RIA
153
Regal Investment Advisors
Michigan
$329K +$37.8K +621 +13%
SI
154
Stephens Inc
Arkansas
$327K +$22.4K +367 +7%
LA
155
LexAurum Advisors
Kansas
$322K +$6.22K +102 +2%
KA
156
Kovack Advisors
Florida
$320K +$5.3K +87 +2%
Renaissance Technologies
157
Renaissance Technologies
New York
$317K +$317K +5,200 New
BFEC
158
Benjamin F. Edwards & Company
Missouri
$316K +$3.47K +57 +1%
KCFA
159
Key Client Fiduciary Advisors
New Jersey
$313K -$670 -11 -0.2%
TCA
160
Transcend Capital Advisors
New Jersey
$312K +$31.2K +512 +11%
AFG
161
Atomi Financial Group
New York
$310K +$28.3K +464 +10%
KWM
162
Kaydan Wealth Management
Michigan
$302K – – –
William Blair & Company
163
William Blair & Company
Illinois
$297K -$32.7K -537 -10%
SWM
164
SeaCrest Wealth Management
New York
$295K -$5.79K -95 -2%
PFP
165
Pinnacle Financial Partners
Tennessee
$283K – – –
LNC
166
Lincoln National Corp
Pennsylvania
$281K -$631K -10,356 -69%
HNWAG
167
High Net Worth Advisory Group
Florida
$274K +$60.9K +1,000 +29%
AMG
168
Asset Management Group
Connecticut
$272K +$427 +7 +0.2%
JAG
169
Journey Advisory Group
Kentucky
$267K – – –
RIA
170
Richwood Investment Advisors
Ohio
$267K – – –
WPW
171
Watershed Private Wealth
Illinois
$265K +$265K +4,347 New
KFS
172
Kaizen Financial Strategies
California
$263K +$263K +4,233 New
HI
173
Harbour Investments
Wisconsin
$260K +$90.1K +1,479 +53%
LWM
174
Laidlaw Wealth Management
New York
$252K – – –
USCWA
175
U.S. Capital Wealth Advisors
Texas
$252K – – –
5 6
7
8 9