IMCG icon

iShares Morningstar Mid-Cap Growth ETF

139 hedge funds and large institutions have $407M invested in iShares Morningstar Mid-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 43 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
139
Holders Change
+26
Holders Change %
+23.01%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
37
Increased
43
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PSF
76
Pacific Sun Financial
California
$339K 1,155
PAG
77
Private Advisor Group
New Jersey
$339K 1,157 +208 +22%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$337K 1,151 +83 +8%
CAM
79
Cresset Asset Management
Illinois
$326K 1,112 -421 -27%
Truist Financial
80
Truist Financial
North Carolina
$315K 1,075 +1,075 New
SG
81
StoneX Group
New York
$303K 1,032 +2 +0.2%
APA
82
American Portfolios Advisors
New York
$285K 972
TWM
83
Titus Wealth Management
California
$264K 900 +900 New
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$256K 873 +873 New
EIP
85
Ellis Investment Partners
Pennsylvania
$247K 835 -73 -8%
FFN
86
Focus Financial Network
Minnesota
$245K 837 +837 New
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
MAFM
88
Mid Atlantic Financial Management
Pennsylvania
$238K 813 +813 New
PA
89
Pinnacle Associates
New York
$235K 800 +800 New
MFW
90
Meristem Family Wealth
Minnesota
$235K 800 +800 New
HFA
91
High Falls Advisors
New York
$235K 800 +800 New
IA
92
IFG Advisory
Georgia
$234K 800 +800 New
BAMG
93
Brand Asset Management Group
Missouri
$216K 738
AMG
94
Asset Management Group
Connecticut
$214K 730 +730 New
VFA
95
Voya Financial Advisors
Connecticut
$209K 727 +727 New
Brown Advisory
96
Brown Advisory
Maryland
$207K 706 +706 New
MCM
97
MAI Capital Management
Ohio
$201K 685 +685 New
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$198K 675 +191 +39%
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$185K 631
DAM
100
Delta Asset Management
Tennessee
$164K 560