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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

180 hedge funds and large institutions have $557M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 15 closing their positions.

Holders
180
Holders Change
-2
Holders Change %
-1.1%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
17
Increased
63
Reduced
51
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$12M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$9.01M
3
FTS
3
Fifth Third Securities
Ohio
$8.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.9M
5
LPL Financial
5
LPL Financial
California
$33.2M

Top Sellers

1
MTC
1
Matrix Trust Company
Colorado
$11.9M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$1.51M
3
JWCA
3
J.W. Cole Advisors
Florida
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
PAG
5
Private Advisor Group
New Jersey
$1.13M
Name Market Value Shares Shares
Change 		Shares
Change %
AW
26
ACG Wealth
Georgia
$4.96M 71,984 -2,578 -3%
SAM
27
Summit Asset Management
Tennessee
$4.93M 71,497 -2,396 -3%
RA
28
Rodgers & Associates
Pennsylvania
$4.85M 70,384 +2,791 +4%
MML Investors Services
29
MML Investors Services
Massachusetts
$4.18M 60,729 +3,161 +5%
Comerica Bank
30
Comerica Bank
Texas
$4.17M 56,628 +1,991 +4%
Creative Planning
31
Creative Planning
Kansas
$4.06M 58,935 -413 -0.7%
CWM
32
Capital Wealth Management
Rhode Island
$3.41M 49,559 -1,409 -3%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$3.02M 43,871 +9,131 +26%
EH
34
Equitable Holdings
New York
$2.71M 39,357 +1,428 +4%
TA
35
Townsend & Associates
Colorado
$2.62M 37,770 +128 +0.3%
PA
36
PFG Advisors
Arizona
$2.61M 37,835 +1,859 +5%
CMP
37
Courage Miller Partners
Virginia
$2.56M 37,109 -5,334 -13%
TC
38
TAP Consulting
Missouri
$2.55M 37,074 -5,147 -12%
EP
39
Eudaimonia Partners
Tennessee
$2.37M 34,399 +955 +3%
GVAG
40
Great Valley Advisor Group
Delaware
$2.3M 33,336 +27,353 +457%
CWMU
41
Caliber Wealth Management (Utah)
Utah
$2.22M 30,704 +1,523 +5%
CRI
42
Colonial River Investments
Virginia
$2.22M 30,704 +30,704 New
DWMG
43
DB Wealth Management Group
California
$2.22M 32,167 -8,314 -21%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$2.06M 29,956 +4,881 +19%
APA
45
American Portfolios Advisors
New York
$1.81M 26,298 +8,777 +50%
AWA
46
Arete Wealth Advisors
Illinois
$1.81M 26,229 +1,428 +6%
GIA
47
GHP Investment Advisors
Colorado
$1.79M 26,027 +659 +3%
AIC
48
Ameritas Investment Company
Nebraska
$1.71M 24,877 +24,877 New
SFS
49
Sowell Financial Services
Arkansas
$1.7M 24,707 +9,991 +68%
RW
50
Rede Wealth
Virginia
$1.61M 23,317 -937 -4%
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