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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 %
ICP
151
Interchange Capital Partners
Pennsylvania
$278K +$278K +3,805 New
LFAS
152
Level Four Advisory Services
Texas
$253K +$253K +3,458 New
CIBC World Market
153
CIBC World Market
Ontario, Canada
$250K – – –
PMG
154
ProVise Management Group
Florida
$250K +$250K +3,420 New
DAM
155
Delta Asset Management
Tennessee
$246K – – –
BAM
156
Belpointe Asset Management
Nevada
$241K -$6.07K -83 -2%
Bank of New York Mellon
157
Bank of New York Mellon
New York
$237K – – –
VAS
158
Vestmark Advisory Solutions
Massachusetts
$235K +$235K +3,208 New
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$228K +$9.23K +126 +4%
MYIA
160
Mount Yale Investment Advisors
Colorado
$216K +$216K +2,953 New
Qube Research & Technologies (QRT)
161
Qube Research & Technologies (QRT)
United Kingdom
$212K -$1.48M -20,127 -87%
HA
162
Herold Advisors
New York
$202K -$4.39K -60 -2%
HI
163
Harbour Investments
Wisconsin
$197K -$32.5K -443 -14%
SJIM
164
St. Johns Investment Management
Florida
$176K – – –
EBA
165
Eagle Bay Advisors
New York
$176K – – –
GIP
166
Granite Investment Partners
California
$162K +$162K +2,210 New
CSB
167
City State Bank
Iowa
$157K +$157K +2,148 New
FHA
168
First Horizon Advisors
Tennessee
$150K -$66.2K -906 -31%
AF
169
Advisornet Financial
Minnesota
$148K +$25.7K +351 +21%
GWM
170
Geneos Wealth Management
Colorado
$143K -$21.8K -298 -13%
S
171
Surevest
California
$137K +$137K +1,866 New
HI
172
Hudock Inc
Pennsylvania
$131K +$146 +2 +0.1%
TAIM
173
TD Ameritrade Investment Management
Nebraska
$124K +$97.2K +1,326 +362%
EWM
174
EPG Wealth Management
Georgia
$121K +$121K +1,652 New
CA
175
CoreCap Advisors
Michigan
$117K +$117K +1,600 New
5 6
7
8 9