IMCG icon

iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

182 hedge funds and large institutions have $540M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 159 increasing their positions, 9 reducing their positions, and 19 closing their positions.

Holders
182
Holders Change
-8
Holders Change %
-4.21%
% of All Funds
3.18%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
13
Increased
159
Reduced
9
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$4.1M
2
OMC
2
Old Mission Capital
Illinois
$2.68M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$8.64M
4
AW
4
ACG Wealth
Georgia
$5.14M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$1.33M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$19.3M
2
AI
2
AdvisorShares Investments
Maryland
$0
3
FP
3
Financial Perspectives
Minnesota
$171K
4
Morgan Stanley
4
Morgan Stanley
New York
$30.5M
5
Wells Fargo
5
Wells Fargo
California
$45.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$1.66M 24,065 +5,867 +32%
AWA
52
Arete Wealth Advisors
Illinois
$1.6M 24,801 -1,827 -7%
NCM
53
Neumann Capital Management
California
$1.53M 22,150 -1,214 -5%
PAS
54
Park Avenue Securities
New York
$1.47M 21,354 +1,782 +9%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$1.45M 20,989 +6,277 +43%
CFG
56
Cooper Financial Group
California
$1.42M 20,654 +4,196 +25%
AWM
57
Accel Wealth Management
Iowa
$1.42M 20,554 +4,960 +32%
AWM
58
AE Wealth Management
Kansas
$1.37M 19,919 +779 +4%
AWA
59
Arkadios Wealth Advisors
Georgia
$1.34M 19,476 +6,546 +51%
FHA
60
Flagship Harbor Advisors
Massachusetts
$1.33M 19,329 +19,329 New
CAL
61
Capital Analysts LLC
Pennsylvania
$1.28M 18,609 +21 +0.1%
Citadel Advisors
62
Citadel Advisors
Florida
$1.26M 18,218 +1,280 +8%
AI
63
Atria Investments
North Carolina
$1.25M 18,110 -1,030 -5%
ACA
64
Aptus Capital Advisors
Alabama
$1.22M 17,762 +16,904 +1,970%
VA
65
Valmark Advisers
Ohio
$1.22M 17,687 -1,357 -7%
APA
66
American Portfolios Advisors
New York
$1.21M 17,521 +511 +3%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$1.19M 17,273 -147,331 -90%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$1.15M 16,677 +387 +2%
KA
69
Kovack Advisors
Florida
$1.12M 16,255 -18,653 -53%
TCM
70
Triumph Capital Management
Colorado
$1.07M 15,679 +15,679 New
BCM
71
Brookstone Capital Management
Illinois
$1.04M 15,014 -3,850 -20%
CF
72
Centaurus Financial
California
$1.02M 14,863 +1,951 +15%
SFS
73
Sowell Financial Services
Arkansas
$1.01M 14,716 -53,882 -79%
IC
74
IEQ Capital
California
$990K 14,370 +14,370 New
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$897K 13,017 -3,585 -22%
1 2
3
4 5