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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
IC
76
IEQ Capital
California
$1.05M – – –
NWMG
77
National Wealth Management Group
Ohio
$1.05M +$1.05M +14,285 New
KA
78
Kovack Advisors
Florida
$1.04M -$54.1K -739 -5%
ZIMP
79
Zimmermann Investment Management & Planning
Pennsylvania
$1.03M +$1.03M +14,080 New
AFP
80
Ausdal Financial Partners
Iowa
$1.01M -$3.95K -54 -0.4%
CF
81
Centaurus Financial
California
$986K -$27.7K -378 -3%
AWA
82
Arkadios Wealth Advisors
Georgia
$939K -$309K -4,222 -25%
PAG
83
Private Advisor Group
New Jersey
$899K -$299K -4,081 -25%
CW
84
CreativeOne Wealth
Kansas
$886K +$886K +12,103 New
KWM
85
Kingsview Wealth Management
Oregon
$881K -$8.5K -116 -1%
HIA
86
Harbor Investment Advisory
Maryland
$855K -$55.7K -760 -6%
SPC
87
Sigma Planning Corp
Michigan
$849K -$15.1K -206 -2%
Citadel Advisors
88
Citadel Advisors
Florida
$808K -$727K -9,931 -47%
TWC
89
TD Waterhouse Canada
Ontario, Canada
$785K +$785K +10,890 New
LWAC
90
Laurel Wealth Advisors (California)
California
$771K +$771K +10,524 New
US Bancorp
91
US Bancorp
Minnesota
$742K -$201K -2,744 -21%
FSC
92
Full Sail Capital
Oklahoma
$721K – – –
WWM
93
Windsor Wealth Management
Indiana
$711K – – –
BWA
94
Beam Wealth Advisors
Louisiana
$710K +$35.3K +482 +5%
EVM
95
Eaton Vance Management
Massachusetts
$703K – – –
IIC
96
Integrated Investment Consultants
Michigan
$696K +$74.8K +1,022 +12%
WWM
97
Western Wealth Management
Colorado
$696K +$696K +9,508 New
IA
98
IFP Advisors
Florida
$692K +$14.2K +194 +2%
CA
99
Cetera Advisors
Colorado
$669K +$32.3K +441 +5%
FLI
100
Family Legacy Inc
South Carolina
$665K -$1.94K -28 -0.3%
2 3
4
5 6