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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

183 hedge funds and large institutions have $977M invested in iShares Morningstar Mid-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 67 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
183
Holders Change
+29
Holders Change %
+18.83%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
38
Increased
67
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$29.8M
2
SS
2
Simplicity Solutions
Minnesota
$29.3M
3
DWA
3
Dorsey Wright & Associates
California
$65.7M
4
AI
4
AdvisorShares Investments
Maryland
$65.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$69.2M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$6.62M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$222K
3
Ameriprise
3
Ameriprise
Minnesota
$31.4M
4
SL
4
Systelligence LLC
Minnesota
$2.39M
5
PFA
5
Pinnacle Family Advisors
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LB
26
Leo Brokerage
Texas
$8.98M 23,483 -8,471 -27%
KAS
27
Kestra Advisory Services
Texas
$7.67M 20,055 -565 -3%
SPC
28
Sigma Planning Corp
Michigan
$6.87M 17,957 +5,903 +49%
AAS
29
Avantax Advisory Services
Texas
$6.62M 17,262 -22,700 -57%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$6.15M 16,067 +3,311 +26%
Comerica Bank
31
Comerica Bank
Texas
$5.91M 14,873 -2,060 -12%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$5.47M 14,309 -949 -6%
EH
33
Equitable Holdings
New York
$5.34M 13,951 +1,341 +11%
RA
34
RiverTree Advisors
Florida
$5.15M 13,460 +13,460 New
FAIM
35
Financial Advocates Investment Management
Washington
$5.03M 13,148 +113 +0.9%
MWM
36
Mattern Wealth Management
Kansas
$5.02M 13,129 +46 +0.4%
SAM
37
Summit Asset Management
Tennessee
$4.96M 12,960 -429 -3%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
– – – –
MHS
39
M Holdings Securities
Oregon
$4.07M 10,635 -177 -2%
SA
40
Stewardship Advisors
Pennsylvania
$3.98M 10,407 +10,407 New
Creative Planning
41
Creative Planning
Kansas
$3.88M 10,152 +508 +5%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$3.65M 52,933 – –
AW
43
ACG Wealth
Georgia
$3.34M 8,723 -3,721 -30%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$3.29M 8,603 +8,603 New
RA
45
Rodgers & Associates
Pennsylvania
$3.2M 8,358 +8,358 New
MML Investors Services
46
MML Investors Services
Massachusetts
$3.12M 8,165 -164 -2%
Stifel Financial
47
Stifel Financial
Missouri
$3.06M 8,002 +5,021 +168%
OWA
48
Outlook Wealth Advisors
Texas
$2.91M 7,600 +3,052 +67%
CMP
49
Courage Miller Partners
Virginia
$2.79M 7,294 -1,333 -15%
CWMU
50
Caliber Wealth Management (Utah)
Utah
$2.65M 6,935 +6,935 New
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