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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 %
MFW
126
Meristem Family Wealth
Minnesota
$303K 800 – –
Truist Financial
127
Truist Financial
North Carolina
$281K 743 -694 -48%
BAMG
128
Brand Asset Management Group
Missouri
$279K 738 – –
AMG
129
Asset Management Group
Connecticut
$276K 731 – –
Brown Advisory
130
Brown Advisory
Maryland
$267K 706 – –
MCM
131
MAI Capital Management
Ohio
$259K 685 – –
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$251K 663 -139 -17%
IA
133
IFG Advisory
Georgia
$250K 663 – –
Prudential Financial
134
Prudential Financial
New Jersey
$241K 637 -788 -55%
FA
135
FDx Advisors
Illinois
$240K 634 +634 New
ICP
136
Interchange Capital Partners
Pennsylvania
$239K 317 -317 -50%
KWM
137
Kingsview Wealth Management
Oregon
$233K 607 +607 New
NFG
138
Next Financial Group
Texas
$229K 606 -2 -0.3%
CAL
139
Capital Advisors Ltd
Ohio
$226K 5,269 +5,118 +3,389%
CAN
140
Cetera Advisor Networks
California
$225K 596 +25 +4%
SWM
141
SeaCrest Wealth Management
New York
$225K 595 +595 New
LFF
142
Level Four Financial
Texas
$220K 581 -28 -5%
BAM
143
Belpointe Asset Management
Nevada
$218K 576 -121 -17%
OMC
144
Old Mission Capital
Illinois
$216K 571 +571 New
PMG
145
ProVise Management Group
Florida
$214K 567 -2 -0.4%
DAM
146
Delta Asset Management
Tennessee
$212K 560 – –
Bank of New York Mellon
147
Bank of New York Mellon
New York
$204K 540 – –
Jane Street
148
Jane Street
New York
$204K 539 +539 New
HI
149
Harbour Investments
Wisconsin
$200K 530 +530 New
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$188K 498 -170 -25%
4 5
6
7 8