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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

45 hedge funds and large institutions have $65.2M invested in iShares Morningstar Mid-Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
10
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$4.97M
2
MFS
2
MSI Financial Services
Massachusetts
$3.48M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.65M
4
UFA
4
US Financial Advisors
Massachusetts
$1.23M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.06M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
TH
2
Timber Hill
Connecticut
$0
3
Bank of America
3
Bank of America
North Carolina
$528K
4
VKH
4
Virtu KCG Holdings
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$676K
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$102K 652 – –
DAM
27
Delta Asset Management
Tennessee
$88K 560 – –
MAM
28
Meeder Asset Management
Ohio
$88K 560 +394 +237%
WA
29
WFG Advisors
Texas
$87K 553 +1 +0.2%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$77K 492 -4 -0.8%
Citigroup
31
Citigroup
New York
$59K 382 -35 -8%
CAL
32
Capital Advisors Ltd
Ohio
$49K 314 – –
BRWM
33
B. Riley Wealth Management
Tennessee
$40K 261 – –
NPC
34
National Planning Corporation
California
$39K 255 +255 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$21K 135 – –
Deutsche Bank
36
Deutsche Bank
Germany
$18K 116 – –
ASN
37
Advisory Services Network
Georgia
$15K 99 +99 New
Barclays
38
Barclays
United Kingdom
$7K 47 – –
WT
39
Whittier Trust
California
$6K 40 – –
MCM
40
MV Capital Management
Maryland
$5K 35 +35 New
HI
41
Hudock Inc
Pennsylvania
$3K 17 – –
TAIM
42
TD Ameritrade Investment Management
Nebraska
$1K 4 -20 -83%
BRWA
43
B. Riley Wealth Advisors
Florida
$251 1,605 – –
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$78 500 – –
CS
45
Credit Suisse
Switzerland
– – -22,986 Closed
TH
46
Timber Hill
Connecticut
– – -11,245 Closed
VKH
47
Virtu KCG Holdings
New York
– – -6,262 Closed
VF
48
Virtu Financial
New York
– – -1,400 Closed
PAG
49
Private Advisor Group
New Jersey
– – -469 Closed
NFG
50
Next Financial Group
Texas
– – -88 Closed
1
2
3