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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

182 hedge funds and large institutions have $540M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 159 increasing their positions, 9 reducing their positions, and 19 closing their positions.

Holders
182
Holders Change
-8
Holders Change %
-4.21%
% of All Funds
3.18%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
13
Increased
159
Reduced
9
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$4.1M
2
OMC
2
Old Mission Capital
Illinois
$2.68M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$8.64M
4
AW
4
ACG Wealth
Georgia
$5.14M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$1.33M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$19.3M
2
AI
2
AdvisorShares Investments
Maryland
$0
3
FP
3
Financial Perspectives
Minnesota
$171K
4
Morgan Stanley
4
Morgan Stanley
New York
$30.5M
5
Wells Fargo
5
Wells Fargo
California
$45.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
101
Stifel Financial
Missouri
$516K 7,494 -7,854 -51%
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$508K 7,368 – –
FWP
103
Falcon Wealth Planning
California
$501K 7,274 +2 +0%
SG
104
StoneX Group
New York
$493K 7,161 -2,757 -28%
CAG
105
Csenge Advisory Group
Florida
$485K 7,000 +10 +0.1%
CAM
106
Cresset Asset Management
Illinois
$460K 6,672 – –
IA
107
Insight Advisors
Pennsylvania
$449K 6,400 -86,126 -93%
PCIA
108
Prime Capital Investment Advisors
Kansas
$442K 6,414 +6,414 New
FTUS
109
Flow Traders U.S.
New York
$431K 6,250 -149,810 -96%
IA
110
IFP Advisors
Florida
$429K 6,250 +946 +18%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$416K 6,041 -625 -9%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$416K 6,006 +6,006 New
GVAG
113
Great Valley Advisor Group
Delaware
$412K 5,983 +301 +5%
IIC
114
Integrated Investment Consultants
Michigan
$403K 5,849 +5,849 New
MAFM
115
Mid Atlantic Financial Management
Pennsylvania
$359K 5,216 +2 +0%
OWA
116
Outlook Wealth Advisors
Texas
$355K 5,150 -41,530 -89%
EIP
117
Ellis Investment Partners
Pennsylvania
$345K 5,018 +2 +0%
MFW
118
Meristem Family Wealth
Minnesota
$331K 4,800 – –
PA
119
Pinnacle Associates
New York
$331K 4,800 – –
TWM
120
Titus Wealth Management
California
$331K 4,800 – –
HFA
121
High Falls Advisors
New York
$331K 4,803 +3 +0.1%
RA
122
RiverTree Advisors
Florida
$320K 4,644 -57,966 -93%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$314K 4,554 +576 +14%
Truist Financial
124
Truist Financial
North Carolina
$307K 4,458 – –
BAMG
125
Brand Asset Management Group
Missouri
$305K 4,428 – –
3 4
5
6 7