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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

96 hedge funds and large institutions have $283M invested in iShares Morningstar Mid-Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
96
Holders Change
+6
Holders Change %
+6.67%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
32
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$17.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.93M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.45M
4
AG
4
Advisor Group
Arizona
$5.77M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$49.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$22.1M
2
Bank of America
2
Bank of America
North Carolina
$9.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$16.7M
4
Axa
4
Axa
France
$3.71M
5
Jane Street
5
Jane Street
New York
$3.92M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.54M 10,412 -1,010 -9%
CMP
27
Courage Miller Partners
Virginia
$2.34M 9,601 -768 -7%
VFA
28
Voya Financial Advisors
Connecticut
$2M 8,287 -328 -4%
BRWM
29
B. Riley Wealth Management
Tennessee
$1.85M 7,598 +7,598 New
FSC
30
Full Sail Capital
Oklahoma
$1.76M 7,039 +3,872 +122%
TRCT
31
Tower Research Capital (TRC)
New York
$1.76M 7,208 +2,753 +62%
OWA
32
Outlook Wealth Advisors
Texas
$1.65M 6,762 +6,762 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.58M 6,481 +4,716 +267%
WWM
34
Western Wealth Management
Colorado
$1.57M 6,438 +4,945 +331%
SIA
35
Starfire Investment Advisers
Michigan
$1.25M 5,135 +385 +8%
PAIM
36
Punch & Associates Investment Management
Minnesota
$1.24M 5,093 +5,093 New
MWM
37
Merriman Wealth Management
Washington
$1.22M 5,017 +5,017 New
GIA
38
GHP Investment Advisors
Colorado
$1.09M 4,464 -119 -3%
Creative Planning
39
Creative Planning
Kansas
$1.04M 4,273 -1,000 -19%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$1.03M 4,242 +1,003 +31%
NCM
41
Neumann Capital Management
California
$1.03M 4,231 – –
CA
42
Calton & Associates
Florida
$1.02M 4,174 +4,174 New
TC
43
TAP Consulting
Missouri
$997K 4,096 +4,096 New
KFA
44
Kays Financial Advisory
Georgia
$896K 3,682 -6 -0.2%
TA
45
Townsend & Associates
Colorado
$828K 3,492 +3,492 New
NFG
46
Next Financial Group
Texas
$784K 3,222 -53 -2%
JPMPWA
47
J.P. Morgan Private Wealth Advisors
California
$761K 3,126 -35 -1%
PS
48
Portfolio Strategies
New York
$527K 2,166 +978 +82%
HighTower Advisors
49
HighTower Advisors
Illinois
$511K 2,101 +212 +11%
MWM
50
Meridian Wealth Management
Kentucky
$462K 1,898 +1,898 New
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