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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 %
EIP
101
Ellis Investment Partners
Pennsylvania
$267K 835 – –
PA
102
Pinnacle Associates
New York
$261K 815 +15 +2%
IA
103
IFG Advisory
Georgia
$256K 800 – –
MFW
104
Meristem Family Wealth
Minnesota
$256K 800 – –
BAM
105
Belpointe Asset Management
Nevada
$242K 755 -1,592 -68%
BAMG
106
Brand Asset Management Group
Missouri
$236K 738 – –
AMG
107
Asset Management Group
Connecticut
$234K 730 – –
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$230K 719 +88 +14%
Brown Advisory
109
Brown Advisory
Maryland
$226K 706 – –
MCM
110
MAI Capital Management
Ohio
$220K 685 – –
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$217K 675 – –
CS
112
Comerica Securities
Michigan
$212K 661 +661 New
GRP
113
Global Retirement Partners
California
$210K 655 +641 +4,579%
TPCW
114
TD Private Client Wealth
New York
$204K 638 +638 New
DAM
115
Delta Asset Management
Tennessee
$179K 560 – –
CF
116
Centaurus Financial
California
$162K 506 -1,368 -73%
FHA
117
First Horizon Advisors
Tennessee
$158K 493 – –
SJIM
118
St. Johns Investment Management
Florida
$149K 465 – –
GWM
119
Geneos Wealth Management
Colorado
$134K 425 – –
TAIM
120
TD Ameritrade Investment Management
Nebraska
$117K 366 -96 -21%
HI
121
Hudock Inc
Pennsylvania
$108K 340 – –
PFS
122
Prospera Financial Services
Texas
$74K 232 +232 New
BWA
123
Burt Wealth Advisors
Maryland
$71K 223 -27 -11%
JPMorgan Chase & Co
124
JPMorgan Chase & Co
New York
$64K 200 – –
GEA
125
Glen Eagle Advisors
New Jersey
$57.7K 180 – –
3 4
5
6 7