IMCG icon

iShares Morningstar Mid-Cap Growth ETF

214 hedge funds and large institutions have $534M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.7%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
27
Increased
77
Reduced
64
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HS
176
Horan Securities
United States
$79K +$76K +1,515 +2,525%
PTC
177
Private Trust Company
Ohio
$76K +$76K +1,500 New
JWBC
178
John W. Brooker & Co
California
$76K +$76K +1,510 New
SJIM
179
St. Johns Investment Management
Florida
$75K
AWM
180
Aspire Wealth Management
Massachusetts
$63K
HI
181
Hudock Inc
Pennsylvania
$60K +$150 +3 +0.3%
TAIM
182
TD Ameritrade Investment Management
Nebraska
$59K -$18.2K -359 -24%
GWM
183
Geneos Wealth Management
Colorado
$51K -$21.7K -432 -30%
EWM
184
EPG Wealth Management
Georgia
$49K +$49K +976 New
CAL
185
Capital Advisors Ltd
Ohio
$46K
OA
186
Operose Advisors
Wisconsin
$45K
MFA
187
McClarren Financial Advisors
Pennsylvania
$44K +$44K +875 New
William Blair & Company
188
William Blair & Company
Illinois
$43K
MFT
189
Moisand Fitzgerald Tamayo
Florida
$39K
MOS
190
MGO One Seven
Ohio
$38.4K +$38.4K +105,705 New
AssetMark Inc
191
AssetMark Inc
California
$38K
TCM
192
TD Capital Management
Tennessee
$35K +$35K +703 New
TAM
193
Tucker Asset Management
Colorado
$29.4K +$29.4K +547 New
MA
194
MCF Advisors
Kentucky
$28K +$28K +550 New
TFGT
195
TS Financial Group (TSFG)
Illinois
$25K +$50 +1 +0.2%
CFGS
196
Concourse Financial Group Securities
Alabama
$22K -$18.8K -364 -46%
OC
197
Oakworth Capital
Alabama
$21K
AIC
198
Archer Investment Corporation
Indiana
$17.2K
OPW
199
Oxler Private Wealth
New York
$13.5K
WT
200
Whittier Trust
California
$12K