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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

234 hedge funds and large institutions have $688M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 103 increasing their positions, 62 reducing their positions, and 10 closing their positions.

Holders
234
Holders Change
+9
Holders Change %
+4%
% of All Funds
3.75%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
26
Increased
103
Reduced
62
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Marmo Financial Group
Tennessee
$11.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.2M
3
OC
3
Oppenheimer & Co
New York
$4.27M
4
FC
4
Forte Capital
New York
$15.6M
5
LPL Financial
5
LPL Financial
California
$33.6M

Top Sellers

1
BWL
1
Bogart Wealth LLC
Virginia
$20M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.8M
3
Ameriprise
3
Ameriprise
Minnesota
$45.9M
4
Truist Financial
4
Truist Financial
North Carolina
$436K
5
FA
5
Fermata Advisors
California
$498K
Name Market Value Shares Shares
Change 		Shares
Change %
USCWA
176
U.S. Capital Wealth Advisors
Texas
$238K 4,130 +120 +3%
WIP
177
WealthCare Investment Partners
Rhode Island
$230K 3,990 +8 +0.2%
BAMG
178
Brand Asset Management Group
Missouri
$222K 3,862 -480 -11%
LWM
179
Liberty Wealth Management
California
$218K 3,792 +3,792 New
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$218K 3,786 – –
BAM
181
Belpointe Asset Management
Nevada
$216K 3,752 +6 +0.2%
PP
182
Patron Partners
Texas
$216K 3,747 +3,747 New
EIP
183
Ellis Investment Partners
Pennsylvania
$214K 3,726 +8 +0.2%
HFA
184
High Falls Advisors
New York
$202K 3,503 +3,503 New
HNWAG
185
High Net Worth Advisory Group
Florida
$201K 3,500 – –
DAM
186
Delta Asset Management
Tennessee
$193K 3,360 – –
AWM
187
Aspire Wealth Management
Massachusetts
$192K 3,339 +350 +12%
CF
188
Centaurus Financial
California
$186K 3,233 -101 -3%
WIM
189
Westside Investment Management
California
$182K 3,168 +168 +6%
HI
190
Harbour Investments
Wisconsin
$161K 2,790 +739 +36%
EBA
191
Eagle Bay Advisors
New York
$138K 2,400 – –
CSB
192
City State Bank
Iowa
$124K 2,148 – –
ASN
193
Advisory Services Network
Georgia
$122K 2,118 +455 +27%
HS
194
Horan Securities
United States
$120K 2,088 +513 +33%
PCMC
195
Private Capital Management (Colorado)
Colorado
$104K 1,800 +1,800 New
AssetMark Inc
196
AssetMark Inc
California
$96.3K 1,673 +923 +123%
PTC
197
Private Trust Company
Ohio
$91.1K 1,583 – –
MFT
198
Moisand Fitzgerald Tamayo
Florida
$79.1K 1,374 +600 +78%
FP
199
Financial Perspectives
Minnesota
$78.8K 1,369 +3 +0.2%
SJIM
200
St. Johns Investment Management
Florida
$75.6K 1,313 -180 -12%
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8
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