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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 %
WH
151
Willner & Heller
California
$560K +$560K +8,688 New
MA
152
Mutual Advisors
Nebraska
$553K -$7.09K -110 -1%
MCM
153
MAI Capital Management
Ohio
$542K +$17.7K +274 +3%
HAG
154
HF Advisory Group
Maryland
$541K +$40K +621 +8%
BWA
155
Burt Wealth Advisors
Maryland
$541K – – –
JWCA
156
J.W. Cole Advisors
Florida
$536K +$19.4K +301 +4%
FWP
157
Falcon Wealth Planning
California
$517K -$64 -1 -0%
RI
158
Ridgewood Investments
New Jersey
$500K +$1.03K +16 +0.2%
IWM
159
IHT Wealth Management
Illinois
$499K +$11.3K +175 +2%
ASN
160
Advisory Services Network
Georgia
$477K +$130K +2,012 +37%
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$468K +$83.9K +1,302 +22%
AWM
162
AE Wealth Management
Kansas
$447K +$69.8K +1,086 +19%
IA
163
IFG Advisory
Georgia
$442K – – –
AF
164
Allworth Financial
California
$438K -$1.76M -27,373 -80%
ML
165
McAdam LLC
Pennsylvania
$435K +$75.7K +1,175 +21%
AFS
166
AFG Fiduciary Services
Massachusetts
$428K – – –
AMM
167
American Money Management
California
$419K – – –
DWMG
168
DB Wealth Management Group
California
$412K -$79.7K -1,236 -16%
WPW
169
Watershed Private Wealth
Illinois
$404K +$64 +1 +0%
LWM
170
LongView Wealth Management
Georgia
$402K +$402K +6,338 New
BWA
171
BlueChip Wealth Advisors
Georgia
$398K +$398K +6,172 New
DIP
172
Davis Investment Partners
North Carolina
$393K – – –
KCFA
173
Key Client Fiduciary Advisors
New Jersey
$392K -$20.9K -325 -5%
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$390K – – –
GIA
175
Gladstone Institutional Advisory
Florida
$388K +$39.5K +613 +11%
5 6
7
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