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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

180 hedge funds and large institutions have $557M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 15 closing their positions.

Holders
180
Holders Change
-2
Holders Change %
-1.1%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
17
Increased
63
Reduced
51
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$12M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$9.01M
3
FTS
3
Fifth Third Securities
Ohio
$8.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.9M
5
LPL Financial
5
LPL Financial
California
$33.2M

Top Sellers

1
MTC
1
Matrix Trust Company
Colorado
$11.9M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$1.51M
3
JWCA
3
J.W. Cole Advisors
Florida
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
PAG
5
Private Advisor Group
New Jersey
$1.13M
Name Market Value Shares Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
51
Qube Research & Technologies (QRT)
United Kingdom
$1.59M 23,016 +9,999 +77%
AWM
52
Accel Wealth Management
Iowa
$1.53M 22,245 +1,691 +8%
Barclays
53
Barclays
United Kingdom
$1.53M 22,225 +6,985 +46%
NCM
54
Neumann Capital Management
California
$1.53M 22,150 – –
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
– – – –
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$1.49M 21,685 +696 +3%
RC
57
Rovin Capital
Arizona
$1.48M 21,521 +21,521 New
AWM
58
AE Wealth Management
Kansas
$1.45M 21,092 +1,173 +6%
Citadel Advisors
59
Citadel Advisors
Florida
$1.44M 20,968 +2,750 +15%
Citigroup
60
Citigroup
New York
$1.43M 20,774 -3,291 -14%
CAC
61
Certified Advisory Corp
Florida
$1.38M 20,021 +8,788 +78%
AI
62
Atria Investments
North Carolina
$1.37M 19,880 +1,770 +10%
FHA
63
Flagship Harbor Advisors
Massachusetts
$1.33M 19,329 – –
PAS
64
Park Avenue Securities
New York
$1.3M 18,893 -2,461 -12%
CAL
65
Capital Analysts LLC
Pennsylvania
$1.28M 18,521 -88 -0.5%
AWA
66
Arkadios Wealth Advisors
Georgia
$1.17M 17,048 -2,428 -12%
CAN
67
Cetera Advisor Networks
California
$1.16M 16,816 +7,156 +74%
PAG
68
Private Advisor Group
New Jersey
$1.13M 16,358 -31,239 -66%
FA
69
Flagstar Advisors
New York
$1.12M 16,265 +16,265 New
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$1.11M 16,077 -600 -4%
TCM
71
Triumph Capital Management
Colorado
$1.1M 15,927 +248 +2%
KA
72
Kovack Advisors
Florida
$1.03M 14,985 -1,270 -8%
IC
73
IEQ Capital
California
$990K 14,370 – –
SPIA
74
Steward Partners Investment Advisory
New York
$989K 14,361 +4,066 +39%
PAIM
75
Punch & Associates Investment Management
Minnesota
$986K 14,316 -15,754 -52%
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