IMCG icon

iShares Morningstar Mid-Cap Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SJIM
201
St. Johns Investment Management
Florida
$73.9K -$6.09K -100 -8%
EWM
202
EPG Wealth Management
Georgia
$59.5K
TAIM
203
TD Ameritrade Investment Management
Nebraska
$55K -$15K -247 -21%
CAL
204
Capital Advisors Ltd
Ohio
$55K
OA
205
Operose Advisors
Wisconsin
$54.1K
MFA
206
McClarren Financial Advisors
Pennsylvania
$53K +$60 +1 +0.1%
MFT
207
Moisand Fitzgerald Tamayo
Florida
$47.2K -$36.6K -600 -44%
AssetMark Inc
208
AssetMark Inc
California
$45.7K -$56.2K -923 -55%
BBHC
209
Brown Brothers Harriman & Co
New York
$44.7K +$44.7K +734 New
TCM
210
TD Capital Management
Tennessee
$43.1K +$61 +1 +0.1%
BWM
211
Baystate Wealth Management
Massachusetts
$42K +$61 +1 +0.1%
MA
212
MCF Advisors
Kentucky
$33.5K
TFGT
213
TS Financial Group (TSFG)
Illinois
$31K +$61 +1 +0.2%
TRCT
214
Tower Research Capital (TRC)
New York
$26.5K +$26.5K +435 New
CFGS
215
Concourse Financial Group Securities
Alabama
$26.2K -$2.26K -37 -8%
OC
216
Oakworth Capital
Alabama
$25.6K
AIC
217
Archer Investment Corporation
Indiana
$20.8K
RIA
218
Realta Investment Advisors
Delaware
$18.4K +$18.4K +301 New
GWSG
219
GPS Wealth Strategies Group
Colorado
$17.2K
ACA
220
Aptus Capital Advisors
Alabama
$16.8K
SS
221
Sunbelt Securities
Texas
$16.7K +$2.01K +33 +14%
WT
222
Whittier Trust
California
$14.6K
NA
223
Nordwand Advisors
Pennsylvania
$13.8K
FFA
224
Farther Finance Advisors
California
$12.8K
FDCDDQ
225
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.8K