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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

119 hedge funds and large institutions have $224M invested in iShares Morningstar Mid-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 20 increasing their positions, 36 reducing their positions, and 9 closing their positions.

Holders
119
Holders Change
+23
Holders Change %
+23.96%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
32
Increased
20
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
1
Equitable Holdings
New York
$4.67M
2
AWM
2
AE Wealth Management
Kansas
$4.66M
3
SS
3
Simplicity Solutions
Minnesota
$4.64M
4
PWM
4
Provident Wealth Management
Tennessee
$4.52M
5
SL
5
Systelligence LLC
Minnesota
$3.76M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$5.86M
2
Wells Fargo
2
Wells Fargo
California
$13M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$10.9M
5
Bank of America
5
Bank of America
North Carolina
$3.16M
Name Market Value Shares Shares
Change 		Shares
Change %
BSAM
26
Blue Sky Asset Management
Colorado
$2.66M 10,106 +10,106 New
CMP
27
Courage Miller Partners
Virginia
$2.51M 9,535 -66 -0.7%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.17M 8,259 -2,153 -21%
AG
29
Advisor Group
Arizona
$1.93M 7,329 -16,374 -69%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$1.91M 7,261 +4,135 +132%
OWA
31
Outlook Wealth Advisors
Texas
$1.89M 7,191 +429 +6%
JWCA
32
J.W. Cole Advisors
Florida
$1.65M 6,268 +6,268 New
TRCT
33
Tower Research Capital (TRC)
New York
$1.51M 5,750 -1,458 -20%
FSC
34
Full Sail Capital
Oklahoma
$1.45M 5,174 -1,865 -26%
PAIM
35
Punch & Associates Investment Management
Minnesota
$1.32M 5,011 -82 -2%
SIA
36
Starfire Investment Advisers
Michigan
$1.31M 4,975 -160 -3%
MWM
37
Merriman Wealth Management
Washington
$1.28M 4,875 -142 -3%
EP
38
Eudaimonia Partners
Tennessee
$1.2M 4,570 +4,570 New
GIA
39
GHP Investment Advisors
Colorado
$1.17M 4,464 – –
NCM
40
Neumann Capital Management
California
$1.11M 4,231 – –
Creative Planning
41
Creative Planning
Kansas
$1.1M 4,192 -81 -2%
TC
42
TAP Consulting
Missouri
$1.08M 4,091 -5 -0.1%
TA
43
Townsend & Associates
Colorado
$1M 3,736 +244 +7%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$978K 3,720 -2,761 -43%
CFD
45
Creative Financial Designs
Indiana
$890K 3,348 +1,407 +72%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$887K 3,374 -868 -20%
HIA
47
Harbor Investment Advisory
Maryland
$884K 3,360 +3,360 New
NFG
48
Next Financial Group
Texas
$852K 3,241 +19 +0.6%
Jane Street
49
Jane Street
New York
$729K 2,773 -13,323 -83%
KFA
50
Kays Financial Advisory
Georgia
$721K 2,741 -941 -26%
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