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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

183 hedge funds and large institutions have $977M invested in iShares Morningstar Mid-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 67 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
183
Holders Change
+29
Holders Change %
+18.83%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
38
Increased
67
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$29.8M
2
SS
2
Simplicity Solutions
Minnesota
$29.3M
3
DWA
3
Dorsey Wright & Associates
California
$65.7M
4
AI
4
AdvisorShares Investments
Maryland
$65.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$69.2M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$6.62M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$222K
3
Ameriprise
3
Ameriprise
Minnesota
$31.4M
4
SL
4
Systelligence LLC
Minnesota
$2.39M
5
PFA
5
Pinnacle Family Advisors
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
51
Capital Wealth Management
Rhode Island
$2.53M 6,622 +151 +2%
AWA
52
Arete Wealth Advisors
Illinois
$2.52M 6,637 +1,875 +39%
TC
53
TAP Consulting
Missouri
$2.46M 6,443 -414 -6%
LAS
54
Lloyd Advisory Services
Georgia
$2.45M 6,408 +6,408 New
SL
55
Systelligence LLC
Minnesota
$2.39M 6,242 -17,854 -74%
TA
56
Townsend & Associates
Colorado
$2.37M 6,201 +170 +3%
DADC
57
D.A. Davidson & Co
Montana
$2.36M 6,160 +95 +2%
CA
58
Calton & Associates
Florida
$2.31M 6,026 +6,026 New
KA
59
Kovack Advisors
Florida
$2.22M 5,808 +488 +9%
PWM
60
Provident Wealth Management
Tennessee
$2.16M 5,649 +52 +0.9%
DWMG
61
DB Wealth Management Group
California
$2.14M 5,589 +5,589 New
GIA
62
Gladstone Institutional Advisory
Florida
$1.97M 5,142 +5,142 New
PAIM
63
Punch & Associates Investment Management
Minnesota
$1.92M 5,012 +1 +0%
AI
64
Atria Investments
North Carolina
$1.87M 4,878 +733 +18%
EP
65
Eudaimonia Partners
Tennessee
$1.8M 4,715 +31 +0.7%
PA
66
PFG Advisors
Arizona
$1.73M 4,532 +551 +14%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$1.72M 4,503 +462 +11%
JWCA
68
J.W. Cole Advisors
Florida
$1.62M 4,234 -639 -13%
GIA
69
GHP Investment Advisors
Colorado
$1.61M 4,203 -191 -4%
NCM
70
Neumann Capital Management
California
$1.53M 3,994 – –
RW
71
Rede Wealth
Virginia
$1.47M 3,850 +3,850 New
MWM
72
Merriman Wealth Management
Washington
$1.41M 3,682 -73 -2%
FFN
73
Focus Financial Network
Minnesota
$1.34M 3,512 +2,124 +153%
MCC
74
Money Concepts Capital
Florida
$1.33M 3,482 +3,482 New
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$1.25M 3,259 +1,083 +50%
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