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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

216 hedge funds and large institutions have $678M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 63 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
216
Holders Change
+36
Holders Change %
+20%
% of All Funds
3.34%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
54
Increased
63
Reduced
50
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EF
1
Empowered Funds
Pennsylvania
$26.7M
2
Ameriprise
2
Ameriprise
Minnesota
$39.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$40.3M
4
SW
4
Signify Wealth
Missouri
$7.39M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.16M

Top Sellers

1
AIP
1
Almanack Investment Partners
Pennsylvania
$0
2
Bank of America
2
Bank of America
North Carolina
$15.3M
3
CWMU
3
Caliber Wealth Management (Utah)
Utah
$0
4
CRI
4
Colonial River Investments
Virginia
$0
5
Barclays
5
Barclays
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
51
Accel Wealth Management
Iowa
$2.24M 30,637 +8,392 +38%
SPIA
52
Steward Partners Investment Advisory
New York
$2.23M 30,453 +16,092 +112%
APA
53
American Portfolios Advisors
New York
$2.2M 30,099 +3,801 +14%
MTWM
54
Masso Torrence Wealth Management
New Jersey
$2.04M 27,811 +27,811 New
FA
55
Fermata Advisors
California
$2.03M 27,751 +18,538 +201%
C
56
CEDRUS
Colorado
$2M 27,294 +27,294 New
DWMG
57
DB Wealth Management Group
California
$1.97M 26,933 -5,234 -16%
AWA
58
Arete Wealth Advisors
Illinois
$1.92M 26,387 +158 +0.6%
GIA
59
GHP Investment Advisors
Colorado
$1.91M 26,124 +97 +0.4%
AAS
60
Ameritas Advisory Services
Nebraska
$1.87M 25,538 +25,538 New
RC
61
Rovin Capital
Arizona
$1.73M 23,551 +2,030 +9%
Citigroup
62
Citigroup
New York
$1.68M 22,936 +2,162 +10%
RW
63
Rede Wealth
Virginia
$1.67M 22,806 -511 -2%
RIA
64
Regal Investment Advisors
Michigan
$1.63M 22,293 +22,293 New
VCM
65
Verde Capital Management
Michigan
$1.63M 22,248 +22,248 New
AWM
66
AE Wealth Management
Kansas
$1.58M 21,581 +489 +2%
BCI
67
Brinker Capital Investments
Pennsylvania
$1.57M 21,465 +21,465 New
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$1.55M 21,104 -581 -3%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$1.54M 21,011 +4,934 +31%
NCM
70
Neumann Capital Management
California
$1.49M 20,400 -1,750 -8%
MCC
71
Money Concepts Capital
Florida
$1.45M 19,735 +19,735 New
AI
72
Atria Investments
North Carolina
$1.42M 19,416 -464 -2%
CAL
73
Capital Analysts LLC
Pennsylvania
$1.35M 18,477 -44 -0.2%
FA
74
Flagstar Advisors
New York
$1.35M 18,390 +2,125 +13%
OC
75
Oppenheimer & Co
New York
$1.21M 16,506 +16,506 New
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