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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 %
KCFA
151
Key Client Fiduciary Advisors
New Jersey
$366K +$72.6K +1,271 +25%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$358K -$1.19K -20 -0.3%
WPW
153
Watershed Private Wealth
Illinois
$358K +$109K +1,914 +44%
RIA
154
Regal Investment Advisors
Michigan
$354K +$45.8K +802 +15%
DIP
155
Davis Investment Partners
North Carolina
$354K – – –
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$341K +$341K +5,963 New
TC
157
TAP Consulting
Missouri
$338K -$16.7K -292 -5%
AWM
158
AE Wealth Management
Kansas
$335K +$335K +5,869 New
GWM
159
Geneos Wealth Management
Colorado
$330K +$4.86K +85 +1%
ML
160
McAdam LLC
Pennsylvania
$319K +$1.09K +19 +0.3%
GIA
161
Gladstone Institutional Advisory
Florida
$309K +$309K +5,414 New
ASN
162
Advisory Services Network
Georgia
$308K +$308K +5,384 New
BFEC
163
Benjamin F. Edwards & Company
Missouri
$302K +$5.43K +95 +2%
HI
164
Harbour Investments
Wisconsin
$300K +$56.4K +988 +23%
LA
165
LexAurum Advisors
Kansas
$300K -$2.11K -37 -0.7%
TCA
166
Transcend Capital Advisors
New Jersey
$299K +$6.91K +121 +2%
SAS
167
SMI Advisory Services
Indiana
$296K +$296K +5,219 New
KWM
168
Kaydan Wealth Management
Michigan
$283K – – –
LNC
169
Lincoln National Corp
Pennsylvania
$282K +$18.6K +325 +7%
William Blair & Company
170
William Blair & Company
Illinois
$279K – – –
KA
171
Kovack Advisors
Florida
$275K -$25.1K -439 -8%
KAS
172
KPP Advisory Services
Kentucky
$274K +$274K +4,804 New
LWM
173
Liberty Wealth Management
California
$271K +$52.2K +914 +24%
SWM
174
SeaCrest Wealth Management
New York
$271K -$5.54K -97 -2%
Fidelity Investments
175
Fidelity Investments
Massachusetts
$269K -$56K -981 -17%
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7
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