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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

49 hedge funds and large institutions have $76.4M invested in iShares Morningstar Mid-Cap Growth ETF in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
15
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Axa
1
Axa
France
$6.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.76M
3
MFS
3
MSI Financial Services
Massachusetts
$5.28M
4
UBS Group
4
UBS Group
Switzerland
$5.99M
5
Jane Street
5
Jane Street
New York
$540K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.87M
2
SAM
2
Summit Asset Management
Tennessee
$9.66M
3
KFA
3
Kays Financial Advisory
Georgia
$15.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$432K
5
CMP
5
Courage Miller Partners
Virginia
$2.72M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$275K 9,906 +9,906 New
BRWA
27
B. Riley Wealth Advisors
Florida
$268K 9,630 – –
AIG
28
American International Group
New York
$250K 9,000 +2,808 +45%
VF
29
Virtu Financial
New York
$240K 8,658 +8,658 New
IPC
30
Independent Portfolio Consultants
Florida
$182K 6,540 – –
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$164K 5,952 +3,000 +102%
DADC
32
D.A. Davidson & Co
Montana
$108K 3,912 – –
MAM
33
Meeder Asset Management
Ohio
$98K 3,534 +174 +5%
DAM
34
Delta Asset Management
Tennessee
$94K 3,360 – –
Citigroup
35
Citigroup
New York
$64K 2,304 +12 +0.5%
IF
36
Ironwood Financial
Arizona
$60K 2,160 +2,160 New
CAL
37
Capital Advisors Ltd
Ohio
$52K 1,884 – –
BRWM
38
B. Riley Wealth Management
Tennessee
$43K 1,566 – –
ASN
39
Advisory Services Network
Georgia
$24K 864 +270 +45%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$23K 810 – –
US Bancorp
41
US Bancorp
Minnesota
$16K 570 +570 New
IWM
42
Integrated Wealth Management
California
$13K 474 +474 New
Barclays
43
Barclays
United Kingdom
$8K 282 – –
WT
44
Whittier Trust
California
$7K 240 – –
MCM
45
MV Capital Management
Maryland
$6K 210 – –
HI
46
Hudock Inc
Pennsylvania
$3K 102 – –
TRCT
47
Tower Research Capital (TRC)
New York
$3K 108 +108 New
TAIM
48
TD Ameritrade Investment Management
Nebraska
$2K 60 +36 +150%
WA
49
WFG Advisors
Texas
– – -3,318 Closed
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– – -3,000 Closed
1
2
3