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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 %
PTC
201
Private Trust Company
Ohio
$134K +$49.7K +870 +59%
CSB
202
City State Bank
Iowa
$123K – – –
PCMC
203
Private Capital Management (Colorado)
Colorado
$103K – – –
CWP
204
Concord Wealth Partners
Virginia
$95.8K – – –
FP
205
Financial Perspectives
Minnesota
$78.4K – – –
SJIM
206
St. Johns Investment Management
Florida
$69.3K – – –
EWM
207
EPG Wealth Management
Georgia
$55.8K – – –
CAL
208
Capital Advisors Ltd
Ohio
$52K – – –
OA
209
Operose Advisors
Wisconsin
$50.7K – – –
MFA
210
McClarren Financial Advisors
Pennsylvania
$50K – – –
Qube Research & Technologies (QRT)
211
Qube Research & Technologies (QRT)
United Kingdom
$46.7K +$46.7K +818 New
NS
212
NBC Securities
Alabama
$46K +$46K +806 New
MFT
213
Moisand Fitzgerald Tamayo
Florida
$44.2K – – –
AssetMark Inc
214
AssetMark Inc
California
$42.8K – – –
BBHC
215
Brown Brothers Harriman & Co
New York
$41.9K – – –
TCM
216
TD Capital Management
Tennessee
$40.5K – – –
BWM
217
Baystate Wealth Management
Massachusetts
$39.4K – – –
SSWM
218
Sheets Smith Wealth Management
North Carolina
$33.9K +$33.9K +593 New
SL
219
Salomon & Ludwin
Virginia
$32.9K +$32.9K +576 New
MA
220
MCF Advisors
Kentucky
$31.5K – – –
TFGT
221
TS Financial Group (TSFG)
Illinois
$29K – – –
FIA
222
FNY Investment Advisers
New York
$28K +$28K +500 New
CFGS
223
Concourse Financial Group Securities
Alabama
$24.6K – – –
OC
224
Oakworth Capital
Alabama
$24K – – –
Jones Financial Companies
225
Jones Financial Companies
Missouri
$20.6K +$20.6K +360 New
7 8
9
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