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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

182 hedge funds and large institutions have $540M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 159 increasing their positions, 9 reducing their positions, and 19 closing their positions.

Holders
182
Holders Change
-8
Holders Change %
-4.21%
% of All Funds
3.18%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
13
Increased
159
Reduced
9
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$4.1M
2
OMC
2
Old Mission Capital
Illinois
$2.68M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$8.64M
4
AW
4
ACG Wealth
Georgia
$5.14M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$1.33M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$19.3M
2
AI
2
AdvisorShares Investments
Maryland
$0
3
FP
3
Financial Perspectives
Minnesota
$171K
4
Morgan Stanley
4
Morgan Stanley
New York
$30.5M
5
Wells Fargo
5
Wells Fargo
California
$45.6M
Name Market Value Shares Shares
Change 		Shares
Change %
HIA
76
Harbor Investment Advisory
Maryland
$856K 12,430 -3,350 -21%
SPC
77
Sigma Planning Corp
Michigan
$818K 11,878 -72,770 -86%
NA
78
NewEdge Advisors
Louisiana
$796K 11,549 +1,487 +15%
FSC
79
Full Sail Capital
Oklahoma
$794K 11,520 – –
KWM
80
Kingsview Wealth Management
Oregon
$794K 11,455 +7,813 +215%
CAC
81
Certified Advisory Corp
Florida
$774K 11,233 +5,047 +82%
AFP
82
Ausdal Financial Partners
Iowa
$712K 10,330 -1,250 -11%
SPIA
83
Steward Partners Investment Advisory
New York
$709K 10,295 +761 +8%
WWM
84
Western Wealth Management
Colorado
$692K 10,048 -50 -0.5%
WWM
85
Windsor Wealth Management
Indiana
$680K 9,876 – –
CAN
86
Cetera Advisor Networks
California
$665K 9,660 +6,084 +170%
EVM
87
Eaton Vance Management
Massachusetts
$661K 9,600 – –
FLI
88
Family Legacy Inc
South Carolina
$655K 9,419 +605 +7%
BWA
89
Beam Wealth Advisors
Louisiana
$643K 9,329 -3,307 -26%
HighTower Advisors
90
HighTower Advisors
Illinois
$639K 9,282 +672 +8%
MWM
91
Mattern Wealth Management
Kansas
$636K 9,372 -4,836 -34%
IWM
92
IHT Wealth Management
Illinois
$635K 9,211 -149 -2%
GRP
93
Global Retirement Partners
California
$635K 9,223 +397 +4%
CS
94
Comerica Securities
Michigan
$624K 9,054 -1,170 -11%
CA
95
Cetera Advisors
Colorado
$605K 8,777 -805 -8%
Jane Street
96
Jane Street
New York
$590K 8,570 +5,336 +165%
TRCT
97
Tower Research Capital (TRC)
New York
$590K 8,559 +5,823 +213%
TPCW
98
TD Private Client Wealth
New York
$579K 8,399 -211 -2%
NL
99
NWAM LLC
Washington
$571K 8,293 -71 -0.8%
Prudential Financial
100
Prudential Financial
New Jersey
$530K 7,693 +3,871 +101%
2 3
4
5 6