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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

190 hedge funds and large institutions have $803M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 17 closing their positions.

Holders
190
Holders Change
+7
Holders Change %
+3.83%
% of All Funds
3.35%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
24
Increased
54
Reduced
66
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
AdvisorShares Investments
Maryland
$81.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$22.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$81.6M
4
FTUS
4
Flow Traders U.S.
New York
$9.84M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$10.4M

Top Sellers

1
DWA
1
Dorsey Wright & Associates
California
$0
2
SS
2
Simplicity Solutions
Minnesota
$0
3
AWM
3
AE Wealth Management
Kansas
$1.21M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$3M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
26
Summit Asset Management
Tennessee
$4.76M 12,580 -380 -3%
RA
27
Rodgers & Associates
Pennsylvania
$4.12M 10,882 +2,524 +30%
FAIM
28
Financial Advocates Investment Management
Washington
$4.06M 10,741 -2,407 -18%
RA
29
RiverTree Advisors
Florida
$3.95M 10,435 -3,025 -22%
Creative Planning
30
Creative Planning
Kansas
$3.87M 10,245 +93 +0.9%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$3.65M 52,933 – –
EH
32
Equitable Holdings
New York
$3.58M 9,454 -4,497 -32%
SA
33
Stewardship Advisors
Pennsylvania
$3.4M 8,977 -1,430 -14%
MML Investors Services
34
MML Investors Services
Massachusetts
$3.38M 8,946 +781 +10%
AW
35
ACG Wealth
Georgia
$3.33M 8,795 +72 +0.8%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
– – – –
Baird Financial Group
37
Baird Financial Group
Wisconsin
$3M 7,924 -27,035 -77%
OWA
38
Outlook Wealth Advisors
Texas
$2.94M 7,780 +180 +2%
CMP
39
Courage Miller Partners
Virginia
$2.71M 7,153 -141 -2%
CWM
40
Capital Wealth Management
Rhode Island
$2.67M 7,063 +441 +7%
SLWS
41
Swaine & Leidel Wealth Services
Florida
$2.63M 6,965 +6,965 New
CWMU
42
Caliber Wealth Management (Utah)
Utah
$2.61M 6,906 -29 -0.4%
DWMG
43
DB Wealth Management Group
California
$2.56M 6,764 +1,175 +21%
JWCA
44
J.W. Cole Advisors
Florida
$2.54M 6,705 +2,471 +58%
TC
45
TAP Consulting
Missouri
$2.44M 6,458 +15 +0.2%
TA
46
Townsend & Associates
Colorado
$2.34M 6,192 -9 -0.1%
DADC
47
D.A. Davidson & Co
Montana
$2.33M 6,155 -5 -0.1%
KA
48
Kovack Advisors
Florida
$2.2M 5,818 +10 +0.2%
PA
49
PFG Advisors
Arizona
$2.04M 5,385 +853 +19%
EP
50
Eudaimonia Partners
Tennessee
$1.96M 5,192 +477 +10%
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