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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

154 hedge funds and large institutions have $657M invested in iShares Morningstar Mid-Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
154
Holders Change
+15
Holders Change %
+10.79%
% of All Funds
3.12%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
26
Increased
54
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWA
1
Dorsey Wright & Associates
California
$47.1M
2
Wells Fargo
2
Wells Fargo
California
$49.3M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$75.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$27M
5
Morgan Stanley
5
Morgan Stanley
New York
$51.7M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$4.89M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$2.67M
3
AI
3
Atria Investments
North Carolina
$1.33M
4
PWM
4
Provident Wealth Management
Tennessee
$1.79M
5
SL
5
Systelligence LLC
Minnesota
$7.72M
Name Market Value Shares Shares
Change 		Shares
Change %
ACP
51
Aveo Capital Partners
Colorado
$1.79M 5,575 +5,575 New
KA
52
Kovack Advisors
Florida
$1.71M 5,320 +1,852 +53%
PAIM
53
Punch & Associates Investment Management
Minnesota
$1.61M 5,011 – –
JWCA
54
J.W. Cole Advisors
Florida
$1.56M 4,873 +4,873 New
AWA
55
Arete Wealth Advisors
Illinois
$1.54M 4,762 +1,538 +48%
EP
56
Eudaimonia Partners
Tennessee
$1.5M 4,684 -110 -2%
OWA
57
Outlook Wealth Advisors
Texas
$1.46M 4,548 +270 +6%
GIA
58
GHP Investment Advisors
Colorado
$1.41M 4,394 +60 +1%
PA
59
PFG Advisors
Arizona
$1.33M 3,981 +2,190 +122%
AI
60
Atria Investments
North Carolina
$1.33M 4,145 -8,953 -68%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$1.3M 4,041 +1,894 +88%
NCM
62
Neumann Capital Management
California
$1.28M 3,994 – –
BCM
63
Brookstone Capital Management
Illinois
$1.23M 3,831 -4,914 -56%
MWM
64
Merriman Wealth Management
Washington
$1.2M 3,755 -4 -0.1%
OIA
65
OneDigital Investment Advisors
Kansas
$1.15M 3,600 +2,073 +136%
AWM
66
AE Wealth Management
Kansas
$1.13M 3,511 +170 +5%
SS
67
Simplicity Solutions
Minnesota
$1.12M 3,484 +158 +5%
Stifel Financial
68
Stifel Financial
Missouri
$955K 2,981 -5,416 -64%
HIA
69
Harbor Investment Advisory
Maryland
$852K 2,660 -500 -16%
FSC
70
Full Sail Capital
Oklahoma
$816K 2,320 – –
KFA
71
Kays Financial Advisory
Georgia
$805K 2,513 -163 -6%
BWA
72
Beam Wealth Advisors
Louisiana
$781K 2,438 -48 -2%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$697K 2,176 +1,303 +149%
APA
74
American Portfolios Advisors
New York
$689K 2,149 +1,177 +121%
GSC
75
G&S Capital
Colorado
$684K 2,136 +2,136 New
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3
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