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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

183 hedge funds and large institutions have $977M invested in iShares Morningstar Mid-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 67 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
183
Holders Change
+29
Holders Change %
+18.83%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
38
Increased
67
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$29.8M
2
SS
2
Simplicity Solutions
Minnesota
$29.3M
3
DWA
3
Dorsey Wright & Associates
California
$65.7M
4
AI
4
AdvisorShares Investments
Maryland
$65.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$69.2M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$6.62M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$222K
3
Ameriprise
3
Ameriprise
Minnesota
$31.4M
4
SL
4
Systelligence LLC
Minnesota
$2.39M
5
PFA
5
Pinnacle Family Advisors
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CA
101
Cetera Advisors
Colorado
$595K 1,555 +84 +6%
HighTower Advisors
102
HighTower Advisors
Illinois
$587K 1,538 -99 -6%
IA
103
IFP Advisors
Florida
$559K 1,462 +355 +32%
Truist Financial
104
Truist Financial
North Carolina
$550K 1,437 +573 +66%
Prudential Financial
105
Prudential Financial
New Jersey
$545K 1,425 +252 +21%
MIM
106
MTM Investment Management
South Carolina
$531K 1,388 +1,388 New
NL
107
NWAM LLC
Washington
$529K 1,382 +1,382 New
ASN
108
Advisory Services Network
Georgia
$520K 1,359 +5 +0.4%
TPCW
109
TD Private Client Wealth
New York
$477K 1,248 +610 +96%
FWP
110
Falcon Wealth Planning
California
$475K 1,243 +1,243 New
PFS
111
Prospera Financial Services
Texas
$439K 1,148 +916 +395%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$437K 1,144 +2 +0.2%
CAM
113
Cresset Asset Management
Illinois
$425K 1,112 – –
RM
114
Resource Management
Louisiana
$402K 1,052 – –
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$354K 926 +926 New
GRP
116
Global Retirement Partners
California
$351K 918 +263 +40%
TWM
117
Titus Wealth Management
California
$344K 900 – –
MAFM
118
Mid Atlantic Financial Management
Pennsylvania
$332K 869 +41 +5%
CS
119
Comerica Securities
Michigan
$327K 856 +195 +30%
EIP
120
Ellis Investment Partners
Pennsylvania
$320K 835 – –
PA
121
Pinnacle Associates
New York
$312K 815 – –
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$307K 802 +83 +12%
MFW
123
Meristem Family Wealth
Minnesota
$306K 800 – –
HFA
124
High Falls Advisors
New York
$306K 800 +800 New
VA
125
Valmark Advisers
Ohio
$286K 749 -5,505 -88%
3 4
5
6 7