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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

48 hedge funds and large institutions have $66.1M invested in iShares Morningstar Mid-Cap Growth ETF in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
1.34%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
5
Increased
11
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCC
1
Mid Continent Capital
Illinois
$757K
2
KFA
2
Kays Financial Advisory
Georgia
$14.1M
3
Bank of America
3
Bank of America
North Carolina
$1.08M
4
CAN
4
Cetera Advisor Networks
California
$304K
5
FAAS
5
First Allied Advisory Services
California
$282K

Top Sellers

1
VFA
1
Voya Financial Advisors
Connecticut
$0
2
MFS
2
MSI Financial Services
Massachusetts
$1.98M
3
VKH
3
Virtu KCG Holdings
New York
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
HF
5
HRT Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$304K 12,222 +12,222 New
FAAS
27
First Allied Advisory Services
California
$282K 11,268 +11,268 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$274K 10,968 +10,968 New
Jane Street
29
Jane Street
New York
$253K 10,146 +10,146 New
BRWA
30
B. Riley Wealth Advisors
Florida
$241K 9,642 +12 +0.1%
Citadel Advisors
31
Citadel Advisors
Florida
$218K 8,736 -13,080 -60%
IPC
32
Independent Portfolio Consultants
Florida
$163K 6,540 – –
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$104K 4,182 -1,200 -22%
DAM
34
Delta Asset Management
Tennessee
$84K 3,360 – –
Citigroup
35
Citigroup
New York
$58K 2,304 -432 -16%
IF
36
Ironwood Financial
Arizona
$49K 1,980 -180 -8%
CAL
37
Capital Advisors Ltd
Ohio
$47K 1,884 – –
CFA
38
Carroll Financial Associates
North Carolina
$23K 912 +912 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$20K 810 – –
US Bancorp
40
US Bancorp
Minnesota
$14K 570 – –
IWM
41
Integrated Wealth Management
California
$12K 474 – –
ASN
42
Advisory Services Network
Georgia
$7K 270 -594 -69%
Barclays
43
Barclays
United Kingdom
$7K 282 – –
WT
44
Whittier Trust
California
$6K 240 – –
MCM
45
MV Capital Management
Maryland
$5K 210 – –
HI
46
Hudock Inc
Pennsylvania
$2K 102 – –
TAIM
47
TD Ameritrade Investment Management
Nebraska
$1K 54 – –
VFA
48
Voya Financial Advisors
Connecticut
– – -73,980 Closed
VKH
49
Virtu KCG Holdings
New York
– – -21,306 Closed
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
– – -13,674 Closed
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