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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

53 hedge funds and large institutions have $58.7M invested in iShares Morningstar Mid-Cap Growth ETF in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
16
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.63M
2
FAAS
2
First Allied Advisory Services
California
$1.27M
3
LPL Financial
3
LPL Financial
California
$2.87M
4
VF
4
Virtu Financial
New York
$1.07M
5
Bank of America
5
Bank of America
North Carolina
$1.15M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.54M
2
UBS Group
2
UBS Group
Switzerland
$4.34M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
VKH
4
Virtu KCG Holdings
New York
$260K
5
AG
5
Advisor Group
Arizona
$375K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$476K 17,556 -2,394 -12%
SFA
27
Sequoia Financial Advisors
Ohio
$447K 16,458 -8,850 -35%
AG
28
Advisor Group
Arizona
$375K 13,824 -10,194 -42%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$319K 11,748 +18 +0.2%
TH
30
Timber Hill
Connecticut
$311K 11,460 +11,460 New
VKH
31
Virtu KCG Holdings
New York
$260K 9,576 -17,160 -64%
BRWA
32
B. Riley Wealth Advisors
Florida
$245K 9,006 – –
MFS
33
MSI Financial Services
Massachusetts
$232K 8,568 -6,126 -42%
AEPG
34
American Economic Planning Group
New Jersey
$206K 7,572 +7,572 New
IPC
35
Independent Portfolio Consultants
Florida
$178K 6,540 – –
DAM
36
Delta Asset Management
Tennessee
$91K 3,360 – –
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$90K 3,312 +402 +14%
US Bancorp
38
US Bancorp
Minnesota
$64K 2,340 +1,770 +311%
CAL
39
Capital Advisors Ltd
Ohio
$51K 1,884 – –
IF
40
Ironwood Financial
Arizona
$46K 1,698 – –
Citigroup
41
Citigroup
New York
$42K 1,542 +78 +5%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$33K 1,200 – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$22K 810 – –
IWM
44
Integrated Wealth Management
California
$13K 474 – –
JCM
45
Jacobi Capital Management
Pennsylvania
$13K 474 – –
IA
46
IFP Advisors
Florida
$9K 330 +330 New
WT
47
Whittier Trust
California
$7K 240 – –
ASN
48
Advisory Services Network
Georgia
$7K 270 – –
TAIM
49
TD Ameritrade Investment Management
Nebraska
$2K 78 – –
LWM
50
Lenox Wealth Management
Ohio
$2K 96 – –
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