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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

56 hedge funds and large institutions have $50.7M invested in iShares Morningstar Mid-Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 5 closing their positions.

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
10
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Pointe Capital Management
Michigan
$749K
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.11M
3
VF
3
Virtu Financial
New York
$1.51M
4
VKH
4
Virtu KCG Holdings
New York
$535K
5
Bank of America
5
Bank of America
North Carolina
$1.42M

Top Sellers

1
Axa
1
Axa
France
$1.01M
2
SAM
2
Summit Asset Management
Tennessee
$3.39M
3
Jane Street
3
Jane Street
New York
$406K
4
FAAS
4
First Allied Advisory Services
California
$250K
5
UBS Group
5
UBS Group
Switzerland
$3.89M
Name Market Value Shares Shares
Change 		Shares
Change %
SFA
26
Sequoia Financial Advisors
Ohio
$399K 14,760 -1,698 -10%
AG
27
Advisor Group
Arizona
$347K 12,828 -996 -7%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$344K 12,750 -4,806 -27%
SPC
29
Sigma Planning Corp
Michigan
$328K 12,138 -8,550 -41%
FAAS
30
First Allied Advisory Services
California
$250K 9,252 -37,626 -80%
PAG
31
Private Advisor Group
New Jersey
$212K 7,662 +7,662 New
MFS
32
MSI Financial Services
Massachusetts
$207K 7,680 -888 -10%
AEPG
33
American Economic Planning Group
New Jersey
$205K 7,596 +24 +0.3%
IPC
34
Independent Portfolio Consultants
Florida
$177K 6,540 – –
DAM
35
Delta Asset Management
Tennessee
$91K 3,360 – –
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$90K 3,312 – –
US Bancorp
37
US Bancorp
Minnesota
$63K 2,340 – –
LWMT
38
Legacy Wealth Management (Tennessee)
Tennessee
$59.1K 2,190 +2,190 New
UBS AM
39
UBS AM
Illinois
$53K 1,950 +1,950 New
CAL
40
Capital Advisors Ltd
Ohio
$51K 1,884 – –
IF
41
Ironwood Financial
Arizona
$46K 1,698 – –
Citigroup
42
Citigroup
New York
$40K 1,476 -66 -4%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$32K 1,200 – –
IWM
44
IHT Wealth Management
Illinois
$28K 1,020 +1,020 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$22K 810 – –
GRP
46
Global Retirement Partners
California
$21K 1,392 +1,392 New
IA
47
IFP Advisors
Florida
$9K 330 – –
WT
48
Whittier Trust
California
$6K 240 – –
AAP
49
Arax Advisory Partners
Colorado
$4K 144 +144 New
LWM
50
Lenox Wealth Management
Ohio
$3K 96 – –
1
2
3