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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

225 hedge funds and large institutions have $1.94B invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+11
Holders Change %
+5.14%
% of All Funds
3.63%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
32
Increased
88
Reduced
60
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$47.3M
2
FC
2
Forte Capital
New York
$10.7M
3
OWM
3
Orgel Wealth Management
Wisconsin
$20.1M
4
Mariner
4
Mariner
Kansas
$8.67M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15.6M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.29B
2
FHA
2
First Horizon Advisors
Tennessee
$5.45M
3
Morgan Stanley
3
Morgan Stanley
New York
$22.1M
4
JSP
4
Jackson Square Partners
California
$0
5
TA
5
Townsend & Associates
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
176
Belpointe Asset Management
Nevada
$202K -$593 -11 -0.3%
EIP
177
Ellis Investment Partners
Pennsylvania
$200K -$72K -1,337 -26%
TCA
178
Transcend Capital Advisors
New Jersey
$200K +$200K +3,716 New
HNWAG
179
High Net Worth Advisory Group
Florida
$189K +$189K +3,500 New
DAM
180
Delta Asset Management
Tennessee
$181K +$181K +3,360 New
CF
181
Centaurus Financial
California
$180K -$9.72K -180 -5%
CS
182
Comerica Securities
Michigan
$169K -$243K -4,502 -59%
AWM
183
Aspire Wealth Management
Massachusetts
$161K +$93.3K +1,731 +138%
EBA
184
Eagle Bay Advisors
New York
$129K – – –
CSB
185
City State Bank
Iowa
$116K – – –
HI
186
Harbour Investments
Wisconsin
$111K -$32.3K -600 -23%
ASN
187
Advisory Services Network
Georgia
$89.6K +$89.6K +1,663 New
CWP
188
Concord Wealth Partners
Virginia
$85.7K +$85.7K +1,590 New
PTC
189
Private Trust Company
Ohio
$85K +$4.46K +83 +6%
HS
190
Horan Securities
United States
$84.9K – – –
SJIM
191
St. Johns Investment Management
Florida
$80.4K – – –
FP
192
Financial Perspectives
Minnesota
$73.6K +$73.6K +1,366 New
Qube Research & Technologies (QRT)
193
Qube Research & Technologies (QRT)
United Kingdom
$64.4K -$48.4K -899 -43%
TAIM
194
TD Ameritrade Investment Management
Nebraska
$62K -$536 -10 -0.9%
EWM
195
EPG Wealth Management
Georgia
$52.6K – – –
CAL
196
Capital Advisors Ltd
Ohio
$49K – – –
OA
197
Operose Advisors
Wisconsin
$47.8K – – –
MFA
198
McClarren Financial Advisors
Pennsylvania
$47K +$161 +3 +0.3%
William Blair & Company
199
William Blair & Company
Illinois
$45.6K – – –
MFT
200
Moisand Fitzgerald Tamayo
Florida
$41.7K – – –
6 7
8
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