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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.

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
1
Morgan Stanley
New York
$43.4M
2
ERFOTCOFW
2
Employees Retirement Fund of the City of Fort Worth
Texas
$7.03M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15.5M
4
FA
4
Fermata Advisors
California
$3.47M
5
MOS
5
MGO One Seven
Ohio
$5.79M

Top Sellers

1
EH
1
Equitable Holdings
New York
$8.31M
2
NCMW
2
Northern Capital Management (Washington)
Washington
$474K
3
Jane Street
3
Jane Street
New York
$0
4
AWA
4
Arete Wealth Advisors
Illinois
$0
5
DI
5
DFPG Investments
Utah
$935K
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$45.6M 798,982 -3,095 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$43.4M 760,208 +129,387 +21%
LPL Financial
3
LPL Financial
California
$39.1M 684,985 +33,791 +5%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$37.5M 657,245 +39,105 +6%
CFD
5
Creative Financial Designs
Indiana
$35M 613,142 +15,309 +3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$34M 595,121 +16,726 +3%
UBS Group
7
UBS Group
Switzerland
$28.3M 495,626 +7,604 +2%
Wells Fargo
8
Wells Fargo
California
$25.9M 453,276 +20,597 +5%
OWM
9
Orgel Wealth Management
Wisconsin
$24.5M 428,559 +31,114 +8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$24.1M 421,360 +15,165 +4%
BWL
11
Bogart Wealth LLC
Virginia
$21.1M 370,193 +4,987 +1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$20.2M 353,898 +10,640 +3%
AAS
13
Avantax Advisory Services
Texas
$16.9M 294,992 +21,812 +8%
Osaic Holdings
14
Osaic Holdings
Arizona
$15.5M 270,751 +92,339 +52%
FC
15
Forte Capital
New York
$15.4M 270,366 -4,532 -2%
CPG
16
Cornerstone Planning Group
New Jersey
$13.3M 231,941 +37,267 +19%
RA
17
Rodgers & Associates
Pennsylvania
$13.1M 229,396 -4,004 -2%
Bank of America
18
Bank of America
North Carolina
$12.4M 216,318 -1,367 -0.6%
MFG
19
Marmo Financial Group
Tennessee
$11.7M 204,176 -1,441 -0.7%
Mariner
20
Mariner
Kansas
$10.9M 189,933 +25,658 +16%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$10.8M 188,290 +26,558 +16%
MTC
22
Matrix Trust Company
Colorado
$9.67M 169,277 +4,827 +3%
CAN
23
Cetera Advisor Networks
California
$9.39M 164,330 +41,905 +34%
CWM
24
Capital Wealth Management
Rhode Island
$9.09M 159,052 +1,259 +0.8%
SCA
25
Scott Capital Advisors
Oregon
$8.41M 145,876 +24,828 +21%
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