IMCG icon

iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

96 hedge funds and large institutions have $283M invested in iShares Morningstar Mid-Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
96
Holders Change
+6
Holders Change %
+6.67%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
32
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$17.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.93M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.45M
4
AG
4
Advisor Group
Arizona
$5.77M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$49.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$22.1M
2
Bank of America
2
Bank of America
North Carolina
$9.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$16.7M
4
Axa
4
Axa
France
$3.71M
5
Jane Street
5
Jane Street
New York
$3.92M
Name Market Value Shares Shares
Change 		Shares
Change %
CFD
51
Creative Financial Designs
Indiana
$460K 1,941 +595 +44%
GIA
52
Gladstone Institutional Advisory
Florida
$447K 1,835 -825 -31%
SPC
53
Sigma Planning Corp
Michigan
$415K 1,703 -1 -0.1%
PI
54
Parkside Investments
Illinois
$409K 1,679 +1,679 New
NA
55
NewEdge Advisors
Louisiana
$396K 1,626 +1,626 New
CAM
56
Cresset Asset Management
Illinois
$379K 1,555 +1,555 New
Citigroup
57
Citigroup
New York
$344K 1,412 +9 +0.6%
CWM
58
Connecticut Wealth Management
Connecticut
$313K 1,285 +100 +8%
EIP
59
Ellis Investment Partners
Pennsylvania
$297K 1,238 +1 +0.1%
ASN
60
Advisory Services Network
Georgia
$291K 1,157 – –
PSF
61
Pacific Sun Financial
California
$281K 1,155 – –
IWM
62
IHT Wealth Management
Illinois
$279K 1,145 +49 +4%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$273K 1,121 -65 -5%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$265K 1,090 -20 -2%
TWM
65
Titus Wealth Management
California
$237K 975 – –
FFN
66
Focus Financial Network
Minnesota
$219K 899 – –
AWA
67
Arete Wealth Advisors
Illinois
$213K 873 +873 New
CWM
68
Capital Wealth Management
Rhode Island
$204K 838 +838 New
BAMG
69
Brand Asset Management Group
Missouri
$180K 738 – –
DAM
70
Delta Asset Management
Tennessee
$136K 560 – –
FHA
71
First Horizon Advisors
Tennessee
$120K 493 – –
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$118K 484 – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$117K 479 +333 +228%
SJIM
74
St. Johns Investment Management
Florida
$113K 465 – –
APA
75
American Portfolios Advisors
New York
$98.3K 404 – –
1 2
3
4 5