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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

180 hedge funds and large institutions have $557M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 15 closing their positions.

Holders
180
Holders Change
-2
Holders Change %
-1.1%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
17
Increased
63
Reduced
51
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$12M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$9.01M
3
FTS
3
Fifth Third Securities
Ohio
$8.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.9M
5
LPL Financial
5
LPL Financial
California
$33.2M

Top Sellers

1
MTC
1
Matrix Trust Company
Colorado
$11.9M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$1.51M
3
JWCA
3
J.W. Cole Advisors
Florida
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
PAG
5
Private Advisor Group
New Jersey
$1.13M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$505K 7,283 +1,277 +21%
FWP
102
Falcon Wealth Planning
California
$501K 7,273 -1 -0%
SG
103
StoneX Group
New York
$501K 7,270 +109 +2%
IA
104
Insight Advisors
Pennsylvania
$481K 6,400 – –
PSF
105
Pacific Sun Financial
California
$458K 6,642 +6,642 New
Fidelity Investments
106
Fidelity Investments
Massachusetts
$422K 6,132 +91 +2%
CAG
107
Csenge Advisory Group
Florida
$362K 5,205 -1,795 -26%
MAFM
108
Mid Atlantic Financial Management
Pennsylvania
$352K 5,108 -108 -2%
Truist Financial
109
Truist Financial
North Carolina
$352K 5,106 +648 +15%
EIP
110
Ellis Investment Partners
Pennsylvania
$346K 5,024 +6 +0.1%
OWA
111
Outlook Wealth Advisors
Texas
$340K 4,932 -218 -4%
PA
112
Pinnacle Associates
New York
$331K 4,800 – –
MFW
113
Meristem Family Wealth
Minnesota
$331K 4,800 – –
HFA
114
High Falls Advisors
New York
$331K 4,803 – –
TWM
115
Titus Wealth Management
California
$331K 4,800 – –
BAMG
116
Brand Asset Management Group
Missouri
$303K 4,392 -36 -0.8%
AMG
117
Asset Management Group
Connecticut
$302K 4,389 – –
Brown Advisory
118
Brown Advisory
Maryland
$292K 4,236 – –
ACM
119
AlphaStar Capital Management
North Carolina
$284K 3,856 +3,856 New
MCM
120
MAI Capital Management
Ohio
$283K 4,110 – –
RM
121
Resource Management
Louisiana
$279K 4,050 – –
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$278K 4,032 -522 -11%
IA
123
IFG Advisory
Georgia
$274K 3,978 – –
FA
124
FDx Advisors
Illinois
$262K 3,805 -11 -0.3%
BCM
125
Brookstone Capital Management
Illinois
$260K 3,690 -11,324 -75%
3 4
5
6 7