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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

249 hedge funds and large institutions have $798M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 103 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+8
Holders Change %
+3.32%
% of All Funds
3.97%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
26
Increased
103
Reduced
52
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$43.4M
2
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
$7.03M
3
Osaic Holdings
Osaic Holdings
Arizona
$15.5M
4
FA
Fermata Advisors
California
$3.47M
5
MOS
MGO One Seven
Ohio
$5.79M

Top Sellers

1
EH
Equitable Holdings
New York
$8.31M
2
NCMW
Northern Capital Management (Washington)
Washington
$474K
3
Jane Street
Jane Street
New York
$0
4
AWA
Arete Wealth Advisors
Illinois
$0
5
DI
DFPG Investments
Utah
$935K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
176
Pinnacle Financial Partners
Tennessee
$266K – – –
Renaissance Technologies
177
Renaissance Technologies
New York
$263K -$34.3K -600 -12%
HNWAG
178
High Net Worth Advisory Group
Florida
$257K – – –
AMG
179
Asset Management Group
Connecticut
$255K – – –
JAG
180
Journey Advisory Group
Kentucky
$251K – – –
KFS
181
Kaizen Financial Strategies
California
$242K – – –
AFG
182
Atomi Financial Group
New York
$240K -$50.5K -884 -17%
RIA
183
Richwood Investment Advisors
Ohio
$237K -$12.9K -225 -5%
WIP
184
WealthCare Investment Partners
Rhode Island
$226K – – –
RW
185
Rede Wealth
Virginia
$225K -$107K -1,872 -32%
MAG
186
Mayfair Advisory Group
Alabama
$225K +$225K +3,876 New
D
187
Dentgroup
Louisiana
$222K +$222K +3,883 New
BAMG
188
Brand Asset Management Group
Missouri
$221K – – –
SG
189
StoneX Group
New York
$220K -$7.5K -131 -3%
PP
190
Patron Partners
Texas
$216K +$1.77K +31 +0.8%
PFS
191
Prospera Financial Services
Texas
$212K +$212K +3,717 New
MWM
192
Maripau Wealth Management
Indiana
$203K +$203K +3,552 New
SI
193
Stephens Inc
Arkansas
$200K -$106K -1,857 -35%
HFA
194
High Falls Advisors
New York
$200K – – –
DAM
195
Delta Asset Management
Tennessee
$192K – – –
AWM
196
Aspire Wealth Management
Massachusetts
$188K – – –
WIM
197
Westside Investment Management
California
$181K – – –
WCAMG
198
Woodard & Company Asset Management Group
North Carolina
$147K +$70.6K +1,235 +93%
EBA
199
Eagle Bay Advisors
New York
$137K – – –
TWC
200
TD Waterhouse Canada
Ontario, Canada
$136K -$259K -4,580 -66%
6 7
8
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