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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

216 hedge funds and large institutions have $678M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 63 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+36
Holders Change %
+20%
% of All Funds
3.34%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
54
Increased
63
Reduced
50
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EF
1
Empowered Funds
Pennsylvania
$26.7M
2
Ameriprise
2
Ameriprise
Minnesota
$39.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$40.3M
4
SW
4
Signify Wealth
Missouri
$7.39M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.16M

Top Sellers

1
AIP
1
Almanack Investment Partners
Pennsylvania
$0
2
Bank of America
2
Bank of America
North Carolina
$15.3M
3
CWMU
3
Caliber Wealth Management (Utah)
Utah
$0
4
CRI
4
Colonial River Investments
Virginia
$0
5
Barclays
5
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
126
WMG Financial Advisors
Tennessee
$377K +$377K +5,160 New
Renaissance Technologies
127
Renaissance Technologies
New York
$374K +$374K +5,100 New
EIP
128
Ellis Investment Partners
Pennsylvania
$368K +$512 +7 +0.1%
RIA
129
Richwood Investment Advisors
Ohio
$365K +$365K +4,980 New
MFW
130
Meristem Family Wealth
Minnesota
$352K – – –
HFA
131
High Falls Advisors
New York
$352K – – –
TWM
132
Titus Wealth Management
California
$352K – – –
PA
133
Pinnacle Associates
New York
$352K – – –
OWA
134
Outlook Wealth Advisors
Texas
$351K -$10.5K -143 -3%
SWP
135
Stratos Wealth Partners
Ohio
$350K +$350K +4,777 New
SCA
136
Scott Capital Advisors
Oregon
$344K +$344K +4,694 New
AA
137
Advisory Alpha
Michigan
$341K +$341K +4,660 New
Truist Financial
138
Truist Financial
North Carolina
$325K -$49.2K -671 -13%
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$325K +$30K +410 +10%
BAMG
140
Brand Asset Management Group
Missouri
$322K – – –
AMG
141
Asset Management Group
Connecticut
$322K +$1.02K +14 +0.3%
ACM
142
AlphaStar Capital Management
North Carolina
$322K +$62.8K +934 +24%
LNC
143
Lincoln National Corp
Pennsylvania
$313K +$313K +4,264 New
Brown Advisory
144
Brown Advisory
Maryland
$310K – – –
MCM
145
MAI Capital Management
Ohio
$301K – – –
AFG
146
Allegheny Financial Group
Pennsylvania
$292K +$20.2K +276 +7%
BCM
147
Brookstone Capital Management
Illinois
$292K +$39.2K +573 +16%
IA
148
IFG Advisory
Georgia
$291K – – –
WIP
149
WealthCare Investment Partners
Rhode Island
$289K +$289K +3,946 New
FA
150
FDx Advisors
Illinois
$279K – – –
4 5
6
7 8