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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

190 hedge funds and large institutions have $803M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 17 closing their positions.

Holders
190
Holders Change
+7
Holders Change %
+3.83%
% of All Funds
3.35%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
24
Increased
54
Reduced
66
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
AdvisorShares Investments
Maryland
$81.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$22.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$81.6M
4
FTUS
4
Flow Traders U.S.
New York
$9.84M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$10.4M

Top Sellers

1
DWA
1
Dorsey Wright & Associates
California
$0
2
SS
2
Simplicity Solutions
Minnesota
$0
3
AWM
3
AE Wealth Management
Kansas
$1.21M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$3M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
101
Cetera Advisors
Colorado
$604K 1,597 +42 +3%
SPIA
102
Steward Partners Investment Advisory
New York
$601K 1,589 +1,486 +1,443%
IWM
103
IHT Wealth Management
Illinois
$590K 1,560 -130 -8%
GRP
104
Global Retirement Partners
California
$556K 1,471 +553 +60%
FLI
105
Family Legacy Inc
South Carolina
$556K 1,469 +1,469 New
HighTower Advisors
106
HighTower Advisors
Illinois
$543K 1,435 -103 -7%
TPCW
107
TD Private Client Wealth
New York
$543K 1,435 +187 +15%
NL
108
NWAM LLC
Washington
$527K 1,394 +12 +0.9%
TWM
109
Trinity Wealth Management
Pennsylvania
$501K 1,326 +1,326 New
WAP
110
Wealthcare Advisory Partners
Pennsylvania
$464K 1,228 +302 +33%
FWP
111
Falcon Wealth Planning
California
$458K 1,212 -31 -2%
CAG
112
Csenge Advisory Group
Florida
$456K 1,165 +1,165 New
CAM
113
Cresset Asset Management
Illinois
$421K 1,112 – –
Fidelity Investments
114
Fidelity Investments
Massachusetts
$420K 1,111 -33 -3%
FP
115
Financial Perspectives
Minnesota
$414K 156,554 +156,554 New
RM
116
Resource Management
Louisiana
$398K 1,052 – –
WP
117
WealthSource Partners
California
$396K 1,047 +1,047 New
CAC
118
Certified Advisory Corp
Florida
$390K 1,031 +1,031 New
GVAG
119
Great Valley Advisor Group
Delaware
$358K 947 +947 New
IA
120
IFP Advisors
Florida
$335K 884 -578 -40%
MAFM
121
Mid Atlantic Financial Management
Pennsylvania
$329K 869 – –
EIP
122
Ellis Investment Partners
Pennsylvania
$316K 836 +1 +0.1%
TWM
123
Titus Wealth Management
California
$303K 800 -100 -11%
PA
124
Pinnacle Associates
New York
$303K 800 -15 -2%
HFA
125
High Falls Advisors
New York
$303K 800 – –
3 4
5
6 7