IMCG icon

iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

154 hedge funds and large institutions have $657M invested in iShares Morningstar Mid-Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
154
Holders Change
+15
Holders Change %
+10.79%
% of All Funds
3.12%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
26
Increased
54
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWA
1
Dorsey Wright & Associates
California
$47.1M
2
Wells Fargo
2
Wells Fargo
California
$49.3M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$75.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$27M
5
Morgan Stanley
5
Morgan Stanley
New York
$51.7M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$4.89M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$2.67M
3
AI
3
Atria Investments
North Carolina
$1.33M
4
PWM
4
Provident Wealth Management
Tennessee
$1.79M
5
SL
5
Systelligence LLC
Minnesota
$7.72M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$6.21M 19,363 +10,856 +128%
Comerica Bank
27
Comerica Bank
Texas
$5.82M 16,933 +1,834 +12%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$4.89M 15,258 -23,043 -60%
PFA
29
Pinnacle Family Advisors
Missouri
$4.81M 15,005 +9,310 +163%
SAM
30
Summit Asset Management
Tennessee
$4.29M 13,389 -320 -2%
MWM
31
Mattern Wealth Management
Kansas
$4.19M 13,083 +13,083 New
FAIM
32
Financial Advocates Investment Management
Washington
$4.18M 13,035 +13,035 New
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$4.09M 12,756 +1,960 +18%
EH
34
Equitable Holdings
New York
$4.04M 12,610 -1,843 -13%
AW
35
ACG Wealth
Georgia
$3.99M 12,444 -5,166 -29%
SPC
36
Sigma Planning Corp
Michigan
$3.86M 12,054 +5,708 +90%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
– – – –
Citadel Advisors
38
Citadel Advisors
Florida
$3.76M 11,733 +11,733 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$3.65M 52,933 – –
MHS
40
M Holdings Securities
Oregon
$3.47M 10,812 -1,383 -11%
Creative Planning
41
Creative Planning
Kansas
$3.09M 9,644 +5,423 +128%
MML Investors Services
42
MML Investors Services
Massachusetts
$2.67M 8,329 -16,892 -67%
CMP
43
Courage Miller Partners
Virginia
$2.53M 8,627 – –
TC
44
TAP Consulting
Missouri
$2.2M 6,857 +1,938 +39%
CWM
45
Capital Wealth Management
Rhode Island
$2.07M 6,471 +3,822 +144%
TA
46
Townsend & Associates
Colorado
$2.05M 6,031 +970 +19%
VA
47
Valmark Advisers
Ohio
$2M 6,254 +24 +0.4%
DADC
48
D.A. Davidson & Co
Montana
$1.94M 6,065 +6,065 New
TRCT
49
Tower Research Capital (TRC)
New York
$1.85M 5,759 +2,703 +88%
PWM
50
Provident Wealth Management
Tennessee
$1.79M 5,597 -8,025 -59%
1
2
3 4 5