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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

234 hedge funds and large institutions have $688M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 103 increasing their positions, 62 reducing their positions, and 10 closing their positions.

Holders
234
Holders Change
+9
Holders Change %
+4%
% of All Funds
3.75%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
26
Increased
103
Reduced
62
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Marmo Financial Group
Tennessee
$11.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.2M
3
OC
3
Oppenheimer & Co
New York
$4.27M
4
FC
4
Forte Capital
New York
$15.6M
5
LPL Financial
5
LPL Financial
California
$33.6M

Top Sellers

1
BWL
1
Bogart Wealth LLC
Virginia
$20M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.8M
3
Ameriprise
3
Ameriprise
Minnesota
$45.9M
4
Truist Financial
4
Truist Financial
North Carolina
$436K
5
FA
5
Fermata Advisors
California
$498K
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$45.9M 797,461 -79,191 -9%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$37M 642,780 +21,349 +3%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$33.8M 587,123 +26,745 +5%
LPL Financial
4
LPL Financial
California
$33.6M 582,888 +70,625 +14%
Morgan Stanley
5
Morgan Stanley
New York
$33.2M 576,854 +166,863 +41%
UBS Group
6
UBS Group
Switzerland
$29.6M 514,893 -40,956 -7%
Wells Fargo
7
Wells Fargo
California
$28.6M 497,330 -11,599 -2%
OWM
8
Orgel Wealth Management
Wisconsin
$22.4M 388,373 +15,848 +4%
BWL
9
Bogart Wealth LLC
Virginia
$20M 348,332 -108,647 -24%
CFD
10
Creative Financial Designs
Indiana
$19.4M 337,567 +10,465 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$17.6M 306,143 +16,665 +6%
FC
12
Forte Capital
New York
$15.6M 270,445 +72,003 +36%
AAS
13
Avantax Advisory Services
Texas
$14.2M 246,260 +69,670 +39%
RA
14
Rodgers & Associates
Pennsylvania
$13.2M 229,330 +40,341 +21%
Osaic Holdings
15
Osaic Holdings
Arizona
$11.8M 204,909 -89,235 -30%
EH
16
Equitable Holdings
New York
$11.7M 203,070 +2,434 +1%
MFG
17
Marmo Financial Group
Tennessee
$11.2M 195,080 +195,080 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$9.75M 169,426 +4,453 +3%
MCWS
19
McKinley Carter Wealth Services
West Virginia
$9.45M 164,136 +7,955 +5%
MTC
20
Matrix Trust Company
Colorado
$9.4M 163,298 +3,024 +2%
Bank of America
21
Bank of America
North Carolina
$9.1M 158,052 +25,058 +19%
CWM
22
Capital Wealth Management
Rhode Island
$8.91M 154,761 +51,515 +50%
Mariner
23
Mariner
Kansas
$8.66M 150,464 -10,393 -6%
E
24
ETFidea
New York
$7.25M 125,898 – –
RJA
25
Raymond James & Associates
Florida
$6.5M 112,891 -12,007 -10%
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