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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

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.

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
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$47.3M
2
FC
2
Forte Capital
New York
$10.7M
3
CPG
3
Cornerstone Planning Group
New Jersey
$8.94M
4
OWM
4
Orgel Wealth Management
Wisconsin
$20.1M
5
Mariner
5
Mariner
Kansas
$8.67M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.29B
2
FHA
2
First Horizon Advisors
Tennessee
$5.45M
3
Morgan Stanley
3
Morgan Stanley
New York
$22.1M
4
JSP
4
Jackson Square Partners
California
$0
5
TA
5
Townsend & Associates
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$1.29B 23,960 -990 -4%
Ameriprise
2
Ameriprise
Minnesota
$47.3M 876,652 +294,415 +51%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$33.5M 621,431 +84,517 +16%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$30.2M 560,378 +18,016 +3%
UBS Group
5
UBS Group
Switzerland
$29.9M 555,849 +57,174 +11%
LPL Financial
6
LPL Financial
California
$27.6M 512,263 +11,345 +2%
Wells Fargo
7
Wells Fargo
California
$27.4M 508,929 -19,610 -4%
BWL
8
Bogart Wealth LLC
Virginia
$24.6M 456,979 +28,852 +7%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$22.4M 415,625 -20,129 -5%
Morgan Stanley
10
Morgan Stanley
New York
$22.1M 409,991 -102,558 -20%
OWM
11
Orgel Wealth Management
Wisconsin
$20.1M 372,525 +124,139 +50%
CFD
12
Creative Financial Designs
Indiana
$17.6M 327,102 +31,580 +11%
Osaic Holdings
13
Osaic Holdings
Arizona
$15.8M 294,144 +72,180 +33%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$15.6M 289,478 +98,038 +51%
EH
15
Equitable Holdings
New York
$10.8M 200,636 +26,212 +15%
FC
16
Forte Capital
New York
$10.7M 198,442 +198,442 New
RA
17
Rodgers & Associates
Pennsylvania
$10.2M 188,989 +20,782 +12%
AAS
18
Avantax Advisory Services
Texas
$9.51M 176,590 +12,787 +8%
CPG
19
Cornerstone Planning Group
New Jersey
$8.94M 161,168 +161,168 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$8.89M 164,973 -15,321 -8%
Mariner
21
Mariner
Kansas
$8.67M 160,857 +113,594 +240%
MTC
22
Matrix Trust Company
Colorado
$8.64M 160,274 -530 -0.3%
MCWS
23
McKinley Carter Wealth Services
West Virginia
$8.42M 156,181 +4,761 +3%
Bank of America
24
Bank of America
North Carolina
$7.17M 132,994 -24,992 -16%
E
25
ETFidea
New York
$6.78M 125,898 – –
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