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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

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.

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
–

Top Buyers

1
CFD
1
Creative Financial Designs
Indiana
$36.4M
2
CPG
2
Cornerstone Planning Group
New Jersey
$11.9M
3
CFG
3
Cosner Financial Group
Colorado
$7.4M
4
Truist Financial
4
Truist Financial
North Carolina
$6.34M
5
LPL Financial
5
LPL Financial
California
$39.7M

Top Sellers

1
MCWS
1
McKinley Carter Wealth Services
West Virginia
$1.04M
2
PS
2
Portfolio Strategies
New York
$0
3
MCC
3
Money Concepts Capital
Florida
$1.05M
4
Wells Fargo
4
Wells Fargo
California
$26.4M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$35.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$48.9M 802,077 +4,616 +0.6%
LPL Financial
2
LPL Financial
California
$39.7M 651,194 +68,306 +12%
Morgan Stanley
3
Morgan Stanley
New York
$38.4M 630,821 +53,967 +9%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$37.7M 618,140 +31,017 +5%
CFD
5
Creative Financial Designs
Indiana
$36.4M 597,833 +260,266 +77%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$35.2M 578,395 -64,385 -10%
UBS Group
7
UBS Group
Switzerland
$29.7M 488,022 -26,871 -5%
Wells Fargo
8
Wells Fargo
California
$26.4M 432,679 -64,651 -13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$24.8M 406,195 +7,605 +2%
OWM
10
Orgel Wealth Management
Wisconsin
$24.2M 397,445 +9,072 +2%
BWL
11
Bogart Wealth LLC
Virginia
$22.3M 365,206 +16,874 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$20.9M 343,258 +37,115 +12%
FC
13
Forte Capital
New York
$16.8M 274,898 +4,453 +2%
AAS
14
Avantax Advisory Services
Texas
$16.6M 273,180 +26,920 +11%
RA
15
Rodgers & Associates
Pennsylvania
$14.2M 233,400 +4,070 +2%
Bank of America
16
Bank of America
North Carolina
$13.3M 217,685 +59,633 +38%
EH
17
Equitable Holdings
New York
$12.7M 208,006 +4,936 +2%
MFG
18
Marmo Financial Group
Tennessee
$12.5M 205,617 +10,537 +5%
CPG
19
Cornerstone Planning Group
New Jersey
$11.9M 194,674 +194,674 New
Osaic Holdings
20
Osaic Holdings
Arizona
$10.9M 178,412 -26,497 -13%
MTC
21
Matrix Trust Company
Colorado
$10M 164,450 +1,152 +0.7%
Mariner
22
Mariner
Kansas
$10M 164,275 +13,811 +9%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$9.86M 161,732 -7,694 -5%
CWM
24
Capital Wealth Management
Rhode Island
$9.62M 157,793 +3,032 +2%
E
25
ETFidea
New York
$7.52M 123,457 -2,441 -2%
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