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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

190 hedge funds and large institutions have $803M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 17 closing their positions.

Holders
190
Holders Change
+7
Holders Change %
+3.83%
% of All Funds
3.35%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
24
Increased
54
Reduced
66
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
AdvisorShares Investments
Maryland
$81.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$22.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$81.6M
4
FTUS
4
Flow Traders U.S.
New York
$9.84M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$10.4M

Top Sellers

1
DWA
1
Dorsey Wright & Associates
California
$0
2
SS
2
Simplicity Solutions
Minnesota
$0
3
AWM
3
AE Wealth Management
Kansas
$1.21M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$3M
Name Market Value Shares Shares
Change 		Shares
Change %
PAIM
51
Punch & Associates Investment Management
Minnesota
$1.9M 5,012 – –
MHS
52
M Holdings Securities
Oregon
$1.89M 5,009 -5,626 -53%
HWAM
53
Hennion & Walsh Asset Management
New Jersey
$1.84M 4,860 +4,860 New
US Bancorp
54
US Bancorp
Minnesota
$1.83M 4,829 +2,774 +135%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$1.77M 4,692 +189 +4%
AWA
56
Arete Wealth Advisors
Illinois
$1.68M 4,438 -2,199 -33%
GIA
57
GHP Investment Advisors
Colorado
$1.59M 4,203 – –
DC
58
Davenport & Co
Virginia
$1.53M 4,036 +4,036 New
RW
59
Rede Wealth
Virginia
$1.52M 4,012 +162 +4%
NCM
60
Neumann Capital Management
California
$1.47M 3,894 -100 -3%
MWM
61
Merriman Wealth Management
Washington
$1.36M 3,591 -91 -2%
MCC
62
Money Concepts Capital
Florida
$1.27M 3,362 -120 -3%
GIA
63
Gladstone Institutional Advisory
Florida
$1.26M 3,334 -1,808 -35%
PAS
64
Park Avenue Securities
New York
$1.23M 3,262 +508 +18%
CA
65
Calton & Associates
Florida
$1.21M 3,208 -2,818 -47%
AWM
66
AE Wealth Management
Kansas
$1.21M 3,190 -74,758 -96%
AI
67
Atria Investments
North Carolina
$1.21M 3,190 -1,688 -35%
VA
68
Valmark Advisers
Ohio
$1.2M 3,174 +2,425 +324%
BCM
69
Brookstone Capital Management
Illinois
$1.19M 3,144 +1,030 +49%
CAL
70
Capital Analysts LLC
Pennsylvania
$1.17M 3,098 +3,098 New
Citigroup
71
Citigroup
New York
$1.15M 3,033 +680 +29%
APA
72
American Portfolios Advisors
New York
$1.07M 2,835 +160 +6%
Citadel Advisors
73
Citadel Advisors
Florida
$1.07M 2,823 -26,820 -90%
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$1.05M 2,767 -5,836 -68%
CFG
75
Cooper Financial Group
California
$1.04M 2,743 +2,743 New
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3
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