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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

182 hedge funds and large institutions have $540M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 159 increasing their positions, 9 reducing their positions, and 19 closing their positions.

Holders
182
Holders Change
-8
Holders Change %
-4.21%
% of All Funds
3.18%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
13
Increased
159
Reduced
9
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$4.1M
2
OMC
2
Old Mission Capital
Illinois
$2.68M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$8.64M
4
AW
4
ACG Wealth
Georgia
$5.14M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$1.33M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$19.3M
2
AI
2
AdvisorShares Investments
Maryland
$0
3
FP
3
Financial Perspectives
Minnesota
$171K
4
Morgan Stanley
4
Morgan Stanley
New York
$30.5M
5
Wells Fargo
5
Wells Fargo
California
$45.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$4.09M 59,348 -2,122 -3%
MML Investors Services
27
MML Investors Services
Massachusetts
$3.97M 57,568 +3,892 +7%
Comerica Bank
28
Comerica Bank
Texas
$3.8M 54,637 -3,095 -5%
SA
29
Stewardship Advisors
Pennsylvania
$3.79M 55,043 +1,181 +2%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
– – – –
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$3.65M 52,933 -264,665 -83%
CWM
32
Capital Wealth Management
Rhode Island
$3.51M 50,968 +8,590 +20%
PAG
33
Private Advisor Group
New Jersey
$3.28M 47,597 -81,361 -63%
CMP
34
Courage Miller Partners
Virginia
$2.92M 42,443 -475 -1%
TC
35
TAP Consulting
Missouri
$2.91M 42,221 +3,473 +9%
DWMG
36
DB Wealth Management Group
California
$2.79M 40,481 -103 -0.3%
JWCA
37
J.W. Cole Advisors
Florida
$2.77M 40,226 -4 -0%
OMC
38
Old Mission Capital
Illinois
$2.68M 38,941 +35,515 +1,037%
TA
39
Townsend & Associates
Colorado
$2.62M 37,642 +490 +1%
EH
40
Equitable Holdings
New York
$2.61M 37,929 -18,795 -33%
PA
41
PFG Advisors
Arizona
$2.48M 35,976 +3,666 +11%
US Bancorp
42
US Bancorp
Minnesota
$2.41M 34,945 +5,971 +21%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$2.39M 34,740 -12,804 -27%
EP
44
Eudaimonia Partners
Tennessee
$2.3M 33,444 +2,292 +7%
PAIM
45
Punch & Associates Investment Management
Minnesota
$2.07M 30,070 -2 -0%
MHS
46
M Holdings Securities
Oregon
$2.07M 29,994 -60 -0.2%
CWMU
47
Caliber Wealth Management (Utah)
Utah
$2.01M 29,181 -12,255 -30%
GIA
48
GHP Investment Advisors
Colorado
$1.75M 25,368 +150 +0.6%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$1.73M 25,075 -3,077 -11%
RW
50
Rede Wealth
Virginia
$1.67M 24,254 +182 +0.8%
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