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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

241 hedge funds and large institutions have $788M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 104 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+7
Holders Change %
+2.99%
% of All Funds
3.8%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
25
Increased
104
Reduced
61
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFD
Creative Financial Designs
Indiana
$36.4M
2
Truist Financial
Truist Financial
North Carolina
$6.34M
3
LPL Financial
LPL Financial
California
$39.7M
4
Bank of America
Bank of America
North Carolina
$13.3M
5
Morgan Stanley
Morgan Stanley
New York
$38.4M

Top Sellers

1
MCWS
McKinley Carter Wealth Services
West Virginia
$1.04M
2
PS
Portfolio Strategies
New York
$0
3
MCC
Money Concepts Capital
Florida
$1.05M
4
Wells Fargo
Wells Fargo
California
$26.4M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
176
MAI Capital Management
Ohio
$250K -$2.32K -38 -0.9%
WIP
177
WealthCare Investment Partners
Rhode Island
$243K +$425 +7 +0.2%
SG
178
StoneX Group
New York
$242K -$60.9K -1,000 -20%
BAMG
179
Brand Asset Management Group
Missouri
$235K – – –
LWM
180
Liberty Wealth Management
California
$234K +$2.62K +43 +1%
PP
181
Patron Partners
Texas
$229K +$244 +4 +0.1%
HFA
182
High Falls Advisors
New York
$213K – – –
SAM
183
Silvercrest Asset Management
New York
$210K +$210K +3,453 New
FA
184
FDx Advisors
Illinois
$210K +$210K +3,439 New
KPWS
185
Kestra Private Wealth Services
Texas
$210K +$210K +3,439 New
ICP
186
Interchange Capital Partners
Pennsylvania
$210K +$210K +3,439 New
PCA
187
Prosperity Capital Advisors
Ohio
$207K +$207K +3,389 New
DAM
188
Delta Asset Management
Tennessee
$205K – – –
FA
189
FC Advisory
Pennsylvania
$203K +$203K +3,333 New
AWM
190
Aspire Wealth Management
Massachusetts
$201K -$2.62K -43 -1%
WIM
191
Westside Investment Management
California
$193K – – –
EBA
192
Eagle Bay Advisors
New York
$146K – – –
HS
193
Horan Securities
United States
$135K +$7.74K +127 +6%
CSB
194
City State Bank
Iowa
$131K – – –
CF
195
Centaurus Financial
California
$126K -$71.7K -1,173 -36%
PCMC
196
Private Capital Management (Colorado)
Colorado
$110K – – –
CWP
197
Concord Wealth Partners
Virginia
$102K +$47.7K +782 +87%
PTC
198
Private Trust Company
Ohio
$89.9K -$6.58K -108 -7%
FP
199
Financial Perspectives
Minnesota
$83.6K +$183 +3 +0.2%
WCAMG
200
Woodard & Company Asset Management Group
North Carolina
$81.1K +$81.1K +1,330 New
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8
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