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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

51 hedge funds and large institutions have $74.5M invested in iShares Morningstar Mid-Cap Growth ETF in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
7
Increased
8
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$5.27M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.52M
3
Jane Street
3
Jane Street
New York
$2.17M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$1.06M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$742K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.34M
2
UFA
2
US Financial Advisors
Massachusetts
$15K
3
LPL Financial
3
LPL Financial
California
$4.72M
4
MFS
4
MSI Financial Services
Massachusetts
$676K
5
Bank of America
5
Bank of America
North Carolina
$627K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$540K – – –
ICAS
27
Investors Capital Advisory Services
Massachusetts
$483K -$87.3K -3,444 -15%
FAAS
28
First Allied Advisory Services
California
$296K -$3.23K -126 -1%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$293K +$4.41K +174 +2%
BRWA
30
B. Riley Wealth Advisors
Florida
$224K -$10.5K -414 -4%
IPC
31
Independent Portfolio Consultants
Florida
$166K – – –
HFA
32
High Falls Advisors
New York
$122K – – –
DAM
33
Delta Asset Management
Tennessee
$85K – – –
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$74K -$2.9K -114 -4%
Citigroup
35
Citigroup
New York
$65K -$3.2K -126 -5%
IF
36
Ironwood Financial
Arizona
$50K +$50K +1,980 New
CAL
37
Capital Advisors Ltd
Ohio
$48K – – –
WAM
38
Wealthspire Advisors (Maryland)
Maryland
$44K -$42.5K -1,662 -49%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$30K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$21K -$10.9K -420 -34%
TRCT
41
Tower Research Capital (TRC)
New York
$16K +$16K +612 New
UFA
42
US Financial Advisors
Massachusetts
$15K -$1.19M -47,502 -99%
US Bancorp
43
US Bancorp
Minnesota
$14K – – –
IWM
44
Integrated Wealth Management
California
$12K – – –
GWM
45
Geneos Wealth Management
Colorado
$11K +$11K +456 New
ASN
46
Advisory Services Network
Georgia
$7K – – –
WT
47
Whittier Trust
California
$6K – – –
LWM
48
Lenox Wealth Management
Ohio
$4K – – –
TAIM
49
TD Ameritrade Investment Management
Nebraska
$1K – – –
CAN
50
Cetera Advisor Networks
California
– -$415K -16,254 Closed
1
2
3