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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

70 hedge funds and large institutions have $85.2M invested in iShares Morningstar Mid-Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
14
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$5.75M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.52M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.54M
4
AAS
4
Avantax Advisory Services
Texas
$1.52M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.44M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.8M
2
WI
2
WBI Investments
New Jersey
$0
3
AG
3
Advisor Group
Arizona
$2.07M
4
LPL Financial
4
LPL Financial
California
$5.83M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$71K
Name Market Value Shares Shares
Change 		Shares
Change %
RFC
51
Regions Financial Corp
Alabama
$69K 355 – –
CAL
52
Capital Advisors Ltd
Ohio
$61K 314 – –
IF
53
Ironwood Financial
Arizona
$52K 267 – –
TL
54
TrueWealth LLC
Georgia
$50K 258 – –
UBS AM
55
UBS AM
Illinois
$47.6K 245 – –
GEA
56
Glen Eagle Advisors
New Jersey
$35K 180 +180 New
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$28K 146 – –
GRP
58
Global Retirement Partners
California
$27K 139 +1 +0.7%
MFT
59
Moisand Fitzgerald Tamayo
Florida
$25K 129 – –
IA
60
IFP Advisors
Florida
$16K 84 +5 +6%
JCM
61
Jacobi Capital Management
Pennsylvania
$15K 79 – –
LDFR
62
Lehman & Derafelo Financial Resources
Pennsylvania
$11K 58 +58 New
ASN
63
Advisory Services Network
Georgia
$9K 45 – –
WT
64
Whittier Trust
California
$8K 40 – –
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.8K 35 – –
LWM
66
Lenox Wealth Management
Ohio
$3K 16 – –
PA
67
Parallel Advisors
California
$3K 18 – –
NFG
68
Next Financial Group
Texas
$3K 15 – –
CWM
69
Cornerstone Wealth Management
Missouri
– – -69,489 Closed
WI
70
WBI Investments
New Jersey
– – -10,782 Closed
AEPG
71
American Economic Planning Group
New Jersey
– – -1,234 Closed
PAG
72
Private Advisor Group
New Jersey
– – -1,197 Closed
Stifel Financial
73
Stifel Financial
Missouri
– – -1,129 Closed
TWM
74
Titus Wealth Management
California
– – -975 Closed
IWM
75
IHT Wealth Management
Illinois
– – -950 Closed
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3
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