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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 Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
101
William Blair & Company
Illinois
$8K – – –
SF
102
Synovus Financial
Georgia
$8K +$8K +228 New
FDCDDQ
103
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.63K – – –
KFI
104
Key Financial Inc
Pennsylvania
$4K +$4K +96 New
FHA
105
Flagship Harbor Advisors
Massachusetts
$3K -$4K -120 -57%
GRP
106
Global Retirement Partners
California
$3K – – –
PA
107
Parallel Advisors
California
$3K – – –
S
108
SignatureFD
Georgia
$2K -$75K -2,250 -97%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$2K – – –
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
PP
111
PrairieView Partners
Minnesota
$2K +$2K +42 New
NL
112
NWAM LLC
Washington
$301 +$301 +8,292 New
WIM
113
Westside Investment Management
California
$109 +$109 +3,000 New
BSAM
114
Blue Sky Asset Management
Colorado
– -$2.66M -60,636 Closed
JWCA
115
J.W. Cole Advisors
Florida
– -$1.65M -37,608 Closed
ACP
116
Aveo Capital Partners
Colorado
– -$558K -12,732 Closed
WP
117
WealthSource Partners
California
– -$536K -12,240 Closed
MWM
118
Meridian Wealth Management
Kentucky
– -$504K -11,508 Closed
LFS
119
Legacy Financial Strategies
Kansas
– -$482K -10,998 Closed
VFA
120
Voya Financial Advisors
Connecticut
– -$475K -10,884 Closed
CA
121
Calton & Associates
Florida
– -$419K -9,558 Closed
LAS
122
Lloyd Advisory Services
Georgia
– -$364K -8,292 Closed
AI
123
Atria Investments
North Carolina
– -$339K -7,728 Closed
GIA
124
Gladstone Institutional Advisory
Florida
– -$257K -5,868 Closed
TWM
125
Titus Wealth Management
California
– -$256K -5,850 Closed
2 3 4
5
6