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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

216 hedge funds and large institutions have $678M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 63 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
216
Holders Change
+36
Holders Change %
+20%
% of All Funds
3.34%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
54
Increased
63
Reduced
50
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EF
1
Empowered Funds
Pennsylvania
$26.7M
2
Ameriprise
2
Ameriprise
Minnesota
$39.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$40.3M
4
SW
4
Signify Wealth
Missouri
$7.39M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.16M

Top Sellers

1
AIP
1
Almanack Investment Partners
Pennsylvania
$0
2
Bank of America
2
Bank of America
North Carolina
$15.3M
3
CWMU
3
Caliber Wealth Management (Utah)
Utah
$0
4
CRI
4
Colonial River Investments
Virginia
$0
5
Barclays
5
Barclays
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SW
26
Signify Wealth
Missouri
$7.39M 100,854 +100,854 New
RJA
27
Raymond James & Associates
Florida
$7.07M 96,484 -12,675 -12%
RA
28
Rodgers & Associates
Pennsylvania
$5.46M 74,563 +4,179 +6%
AW
29
ACG Wealth
Georgia
$5.12M 69,878 -2,106 -3%
SAM
30
Summit Asset Management
Tennessee
$5.08M 69,380 -2,117 -3%
MML Investors Services
31
MML Investors Services
Massachusetts
$4.86M 66,322 +5,593 +9%
Creative Planning
32
Creative Planning
Kansas
$4.3M 58,640 -295 -0.5%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$4.16M 56,779 +56,779 New
JWCA
34
J.W. Cole Advisors
Florida
$3.88M 53,004 +53,004 New
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
– – – –
CWM
36
Capital Wealth Management
Rhode Island
$3.67M 50,050 +491 +1%
Comerica Bank
37
Comerica Bank
Texas
$3.48M 55,645 -983 -2%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$3.32M 45,366 +15,410 +51%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$3.3M 45,015 +1,144 +3%
PAS
40
Park Avenue Securities
New York
$3.3M 44,991 +26,098 +138%
PA
41
PFG Advisors
Arizona
$3.08M 41,993 +4,158 +11%
CFG
42
CMC Financial Group
Georgia
$3.03M 41,397 +41,397 New
EH
43
Equitable Holdings
New York
$2.94M 40,145 +788 +2%
CAC
44
Certified Advisory Corp
Florida
$2.94M 40,109 +20,088 +100%
TA
45
Townsend & Associates
Colorado
$2.62M 38,899 +1,129 +3%
SFS
46
Sowell Financial Services
Arkansas
$2.61M 35,655 +10,948 +44%
CMP
47
Courage Miller Partners
Virginia
$2.61M 35,579 -1,530 -4%
CAN
48
Cetera Advisor Networks
California
$2.53M 34,544 +17,728 +105%
GVAG
49
Great Valley Advisor Group
Delaware
$2.37M 32,367 -969 -3%
TC
50
TAP Consulting
Missouri
$2.27M 30,975 -6,099 -16%
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