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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

154 hedge funds and large institutions have $657M invested in iShares Morningstar Mid-Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
154
Holders Change
+15
Holders Change %
+10.79%
% of All Funds
3.12%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
26
Increased
54
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWA
1
Dorsey Wright & Associates
California
$47.1M
2
Wells Fargo
2
Wells Fargo
California
$49.3M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$75.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$27M
5
Morgan Stanley
5
Morgan Stanley
New York
$51.7M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$4.89M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$2.67M
3
AI
3
Atria Investments
North Carolina
$1.33M
4
PWM
4
Provident Wealth Management
Tennessee
$1.79M
5
SL
5
Systelligence LLC
Minnesota
$7.72M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$654K 2,041 +126 +7%
EWP
77
Engrave Wealth Partners
Texas
$637K 1,946 +1,946 New
AFP
78
Ausdal Financial Partners
Iowa
$635K 1,983 +1,983 New
NA
79
NewEdge Advisors
Louisiana
$618K 1,928 +1,928 New
SAG
80
Spotlight Asset Group
Illinois
$589K 1,837 +1,837 New
VFA
81
Voya Financial Advisors
Connecticut
$566K 1,768 +1,041 +143%
WWM
82
Windsor Wealth Management
Indiana
$556K 1,646 – –
WWM
83
Western Wealth Management
Colorado
$532K 1,659 -38 -2%
HighTower Advisors
84
HighTower Advisors
Illinois
$524K 1,637 -453 -22%
IWM
85
IHT Wealth Management
Illinois
$518K 1,615 +105 +7%
CA
86
Cetera Advisors
Colorado
$471K 1,471 +116 +9%
SG
87
StoneX Group
New York
$468K 1,459 +427 +41%
FFN
88
Focus Financial Network
Minnesota
$445K 1,388 +551 +66%
ASN
89
Advisory Services Network
Georgia
$434K 1,354 +150 +12%
Prudential Financial
90
Prudential Financial
New Jersey
$376K 1,173 -56 -5%
PSF
91
Pacific Sun Financial
California
$370K 1,155 – –
Fidelity Investments
92
Fidelity Investments
Massachusetts
$366K 1,142 -9 -0.8%
NFG
93
Next Financial Group
Texas
$359K 1,119 +1,119 New
CAM
94
Cresset Asset Management
Illinois
$356K 1,112 – –
IA
95
IFP Advisors
Florida
$355K 1,107 +824 +291%
RM
96
Resource Management
Louisiana
$337K 1,052 +1,052 New
Bank of New York Mellon
97
Bank of New York Mellon
New York
$333K 1,040 -671 -39%
TWM
98
Titus Wealth Management
California
$288K 900 – –
MAFM
99
Mid Atlantic Financial Management
Pennsylvania
$287K 828 +15 +2%
Truist Financial
100
Truist Financial
North Carolina
$277K 864 -211 -20%
2 3
4
5 6