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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, 59 increasing their positions, 71 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
59
Reduced
71
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 %
AMG
126
Asset Management Group
Connecticut
$302K 4,389 +3 +0.1%
CIBC World Market
127
CIBC World Market
Ontario, Canada
$294K 4,266 +4,266 New
Brown Advisory
128
Brown Advisory
Maryland
$292K 4,236 – –
MCM
129
MAI Capital Management
Ohio
$283K 4,110 – –
SWM
130
SeaCrest Wealth Management
New York
$282K 4,087 +517 +14%
RM
131
Resource Management
Louisiana
$279K 4,050 -2,262 -36%
IA
132
IFG Advisory
Georgia
$274K 3,978 – –
FA
133
FDx Advisors
Illinois
$263K 3,816 +12 +0.3%
BAM
134
Belpointe Asset Management
Nevada
$247K 3,584 +128 +4%
PMG
135
ProVise Management Group
Florida
$244K 3,537 +135 +4%
LFF
136
Level Four Financial
Texas
$240K 3,486 – –
DAM
137
Delta Asset Management
Tennessee
$231K 3,360 – –
AFG
138
Allegheny Financial Group
Pennsylvania
$227K 3,298 +3,298 New
HWAM
139
Hennion & Walsh Asset Management
New Jersey
$223K 3,240 -25,920 -89%
Bank of New York Mellon
140
Bank of New York Mellon
New York
$223K 3,240 – –
HI
141
Harbour Investments
Wisconsin
$216K 3,130 -50 -2%
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$206K 2,988 – –
FHA
143
First Horizon Advisors
Tennessee
$204K 2,958 – –
FP
144
Financial Perspectives
Minnesota
$171K 2,484 -936,840 -100%
EBA
145
Eagle Bay Advisors
New York
$166K 2,400 +2,400 New
SJIM
146
St. Johns Investment Management
Florida
$165K 2,400 – –
GWM
147
Geneos Wealth Management
Colorado
$156K 2,252 -11,254 -83%
TAIM
148
TD Ameritrade Investment Management
Nebraska
$126K 1,822 -86 -5%
HI
149
Hudock Inc
Pennsylvania
$123K 1,792 -248 -12%
NFG
150
Next Financial Group
Texas
$116K 1,682 -1,954 -54%
4 5
6
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