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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

113 hedge funds and large institutions have $182M invested in iShares Morningstar Mid-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 38 reducing their positions, and 21 closing their positions.

Holders
113
Holders Change
-6
Holders Change %
-5.04%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
17
Increased
26
Reduced
38
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$15.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$7.06M
3
Morgan Stanley
3
Morgan Stanley
New York
$13M
4
SL
4
Systelligence LLC
Minnesota
$6.38M
5
SI
5
Stephens Inc
Arkansas
$3.08M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$207K
2
UBS Group
2
UBS Group
Switzerland
$17M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.6M
4
SS
4
Simplicity Solutions
Minnesota
$735K
5
AWM
5
AE Wealth Management
Kansas
$754K
Name Market Value Shares Shares
Change 		Shares
Change %
TAIM
76
TD Ameritrade Investment Management
Nebraska
$126K 3,474 +3,474 New
DAM
77
Delta Asset Management
Tennessee
$122K 3,360 – –
FHA
78
First Horizon Advisors
Tennessee
$108K 2,958 – –
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$106K 2,904 – –
SJIM
80
St. Johns Investment Management
Florida
$101K 2,790 – –
GWM
81
Geneos Wealth Management
Colorado
$91K 2,550 +1,950 +325%
OIA
82
Optimum Investment Advisors
Illinois
$70K 1,914 +1,914 New
IA
83
IFP Advisors
Florida
$55K 1,494 +1,494 New
TL
84
TrueWealth LLC
Georgia
$47K 1,296 – –
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$44K 1,200 – –
GEA
86
Glen Eagle Advisors
New Jersey
$39.3K 1,080 – –
AIC
87
Archer Investment Corporation
Indiana
$36K 978 – –
MHR
88
Matthew Hamilton Rosenberg
$36K 966 +966 New
CAL
89
Capital Advisors Ltd
Ohio
$33K 906 -978 -52%
MFT
90
Moisand Fitzgerald Tamayo
Florida
$28K 774 – –
IF
91
Ironwood Financial
Arizona
$21K 570 -828 -59%
US Bancorp
92
US Bancorp
Minnesota
$21K 570 – –
JCM
93
Jacobi Capital Management
Pennsylvania
$17K 474 – –
LDFR
94
Lehman & Derafelo Financial Resources
Pennsylvania
$13K 348 – –
SWA
95
Stratos Wealth Advisors
Ohio
$12K 318 +318 New
CFGS
96
Concourse Financial Group Securities
Alabama
$11K 306 +222 +264%
NFG
97
Next Financial Group
Texas
$10K 276 -19,170 -99%
WT
98
Whittier Trust
California
$9K 240 – –
SFS
99
Sowell Financial Services
Arkansas
$9K 240 – –
CMA
100
Cedar Mountain Advisors
Oregon
$9K 234 – –
2 3
4
5 6