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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

113 hedge funds and large institutions have $182M invested in iShares Morningstar Mid-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 38 reducing their positions, and 21 closing their positions.

Holders
113
Holders Change
-6
Holders Change %
-5.04%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
17
Increased
26
Reduced
38
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$15.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$7.06M
3
Morgan Stanley
3
Morgan Stanley
New York
$13M
4
SL
4
Systelligence LLC
Minnesota
$6.38M
5
SI
5
Stephens Inc
Arkansas
$3.08M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$207K
2
UBS Group
2
UBS Group
Switzerland
$17M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.6M
4
SS
4
Simplicity Solutions
Minnesota
$735K
5
AWM
5
AE Wealth Management
Kansas
$754K
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
26
Courage Miller Partners
Virginia
$1.92M -$157K -4,332 -8%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$1.6M +$18.5K +510 +1%
RJA
28
Raymond James & Associates
Florida
$1.5M -$2.62M -71,940 -64%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.24M +$425K +11,688 +52%
PAIM
30
Punch & Associates Investment Management
Minnesota
$1.09M – – –
MWM
31
Merriman Wealth Management
Washington
$1.04M -$21.8K -600 -2%
SIA
32
Starfire Investment Advisers
Michigan
$1.02M -$65.4K -1,800 -6%
EP
33
Eudaimonia Partners
Tennessee
$1.01M +$14.6K +402 +1%
GIA
34
GHP Investment Advisors
Colorado
$954K -$19.9K -546 -2%
TA
35
Townsend & Associates
Colorado
$938K +$99.6K +2,664 +12%
Creative Planning
36
Creative Planning
Kansas
$914K – – –
TC
37
TAP Consulting
Missouri
$884K -$7.85K -216 -0.9%
NCM
38
Neumann Capital Management
California
$871K -$51.7K -1,422 -6%
Jane Street
39
Jane Street
New York
$841K +$236K +6,504 +39%
CFD
40
Creative Financial Designs
Indiana
$819K +$89K +2,448 +12%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$773K +$767K +21,102 +12,561%
AWM
42
AE Wealth Management
Kansas
$754K -$3.11M -85,482 -80%
SS
43
Simplicity Solutions
Minnesota
$735K -$3.11M -85,572 -81%
HIA
44
Harbor Investment Advisory
Maryland
$711K -$21.8K -600 -3%
CWM
45
Capital Wealth Management
Rhode Island
$638K +$370K +10,188 +138%
FSC
46
Full Sail Capital
Oklahoma
$624K -$753K -16,980 -55%
KFA
47
Kays Financial Advisory
Georgia
$586K -$12.2K -336 -2%
AW
48
ACG Wealth
Georgia
$501K +$501K +13,770 New
HighTower Advisors
49
HighTower Advisors
Illinois
$455K -$2.4K -66 -0.5%
MML Investors Services
50
MML Investors Services
Massachusetts
$416K -$14K -384 -3%
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