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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

70 hedge funds and large institutions have $85.2M invested in iShares Morningstar Mid-Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
14
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$5.75M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.52M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.54M
4
AAS
4
Avantax Advisory Services
Texas
$1.52M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.44M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.8M
2
WI
2
WBI Investments
New Jersey
$0
3
AG
3
Advisor Group
Arizona
$2.07M
4
LPL Financial
4
LPL Financial
California
$5.83M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$71K
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$877K 4,510 +485 +12%
NCM
27
Neumann Capital Management
California
$842K 4,331 – –
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$689K 3,543 -110 -3%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$647K 3,327 +3,327 New
IDA
30
Intelligence Driven Advisers
California
$567K 2,915 +2,915 New
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$424K 2,184 -758 -26%
VF
32
Virtu Financial
New York
$371K 1,911 +1,911 New
HighTower Advisors
33
HighTower Advisors
Illinois
$347K 1,794 -30 -2%
SPC
34
Sigma Planning Corp
Michigan
$339K 1,746 -14 -0.8%
MML Investors Services
35
MML Investors Services
Massachusetts
$322K 1,656 +109 +7%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$311K 1,600 -398 -20%
RJA
37
Raymond James & Associates
Florida
$279K 1,436 -1,380 -49%
SG Americas Securities
38
SG Americas Securities
New York
$233K 1,200 +1,200 New
GIA
39
Gladstone Institutional Advisory
Florida
$220K 1,130 +1,130 New
EIP
40
Ellis Investment Partners
Pennsylvania
$201K 1,037 +1,037 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$194K 1,011 – –
Citigroup
42
Citigroup
New York
$193K 995 +263 +36%
BAMG
43
Brand Asset Management Group
Missouri
$143K 738 – –
DAM
44
Delta Asset Management
Tennessee
$109K 560 – –
FHA
45
First Horizon Advisors
Tennessee
$108K 557 -1 -0.2%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$83K 429 -77 -15%
SWM
47
SeaCrest Wealth Management
New York
$79K 406 – –
APA
48
American Portfolios Advisors
New York
$78.5K 404 – –
US Bancorp
49
US Bancorp
Minnesota
$76K 390 – –
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$71K 365 -2,033 -85%
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