IMCG icon

iShares Morningstar Mid-Cap Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
201
AssetMark Inc
California
$40.4K
TCM
202
TD Capital Management
Tennessee
$38K +$108 +2 +0.3%
MA
203
MCF Advisors
Kentucky
$29.6K
TFGT
204
TS Financial Group (TSFG)
Illinois
$27K +$107 +2 +0.4%
CFGS
205
Concourse Financial Group Securities
Alabama
$25.2K +$2.16K +40 +9%
OC
206
Oakworth Capital
Alabama
$22.6K
AIC
207
Archer Investment Corporation
Indiana
$18.4K
WT
208
Whittier Trust
California
$12.9K
FDCDDQ
209
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.3K
FFA
210
Farther Finance Advisors
California
$11.3K +$11.3K +210 New
ACA
211
Aptus Capital Advisors
Alabama
$10.8K
TRCT
212
Tower Research Capital (TRC)
New York
$10K -$971K -17,868 -99%
National Bank of Canada
213
National Bank of Canada
Quebec, Canada
$9.58K +$9.58K +178 New
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$9K +$6.08K +125 +208%
CMA
215
Cedar Mountain Advisors
Oregon
$7.11K
BA
216
Ballast Advisors
Minnesota
$6.47K
CA
217
CoreCap Advisors
Michigan
$6.04K +$6.04K +112 New
PA
218
Parallel Advisors
California
$5.82K
KFI
219
Key Financial Inc
Pennsylvania
$4.84K
S
220
SignatureFD
Georgia
$3.23K
RPCA
221
Running Point Capital Advisors
California
$2.48K
PP
222
PrairieView Partners
Minnesota
$2K
SWM
223
Spire Wealth Management
Virginia
$1K
WIM
224
Westside Investment Management
California
$161
PWM
225
Provident Wealth Management
Tennessee
$108