IMCG icon

iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

52 hedge funds and large institutions have $70.8M invested in iShares Morningstar Mid-Cap Growth ETF in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
52
Holders Change
+4
Holders Change %
+8.33%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
8
Increased
20
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$5.74M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.71M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$741K
4
Bank of America
4
Bank of America
North Carolina
$1.39M
5
KFA
5
Kays Financial Advisory
Georgia
$14.8M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$562K
2
SAM
2
Summit Asset Management
Tennessee
$8.05M
3
MFS
3
MSI Financial Services
Massachusetts
$1.65M
4
Wells Fargo
4
Wells Fargo
California
$3.86M
5
MHS
5
M Holdings Securities
Oregon
$1.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$330K 12,828 +2,682 +26%
FAAS
27
First Allied Advisory Services
California
$302K 11,682 +414 +4%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$293K 11,382 +414 +4%
BRWA
29
B. Riley Wealth Advisors
Florida
$238K 9,234 -408 -4%
Citadel Advisors
30
Citadel Advisors
Florida
$218K 8,520 -216 -2%
IPC
31
Independent Portfolio Consultants
Florida
$168K 6,540 – –
HFA
32
High Falls Advisors
New York
$124K 4,800 +4,800 New
DAM
33
Delta Asset Management
Tennessee
$87K 3,360 – –
WAM
34
Wealthspire Advisors (Maryland)
Maryland
$87K 3,384 +3,384 New
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$78K 3,024 -1,158 -28%
Citigroup
36
Citigroup
New York
$69K 2,682 +378 +16%
CAL
37
Capital Advisors Ltd
Ohio
$49K 1,884 – –
DADC
38
D.A. Davidson & Co
Montana
$36K 1,422 +1,422 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$32K 1,230 +420 +52%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$31K 1,200 +1,200 New
CFA
41
Carroll Financial Associates
North Carolina
$23K 912 – –
AFP
42
Ausdal Financial Partners
Iowa
$18K 714 +714 New
US Bancorp
43
US Bancorp
Minnesota
$15K 570 – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$14K 540 +540 New
IWM
45
Integrated Wealth Management
California
$12K 474 – –
ASN
46
Advisory Services Network
Georgia
$7K 270 – –
IA
47
IFP Advisors
Florida
$7K 264 +264 New
WT
48
Whittier Trust
California
$6K 240 – –
MCM
49
MV Capital Management
Maryland
$5K 210 – –
LWM
50
Lenox Wealth Management
Ohio
$4K 138 +138 New
1
2
3