IMCG icon

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 %
WT
176
Whittier Trust
California
$15K 40 – –
FDCDDQ
177
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.2K 35 – –
CMA
178
Cedar Mountain Advisors
Oregon
$10K 26 – –
BA
179
Ballast Advisors
Minnesota
$8K 20 – –
OIA
180
Optimum Investment Advisors
Illinois
$8K 20 – –
PA
181
Parallel Advisors
California
$7K 18 – –
KFI
182
Key Financial Inc
Pennsylvania
$6K 16 – –
PFGIA
183
Patriot Financial Group Insurance Agency
Massachusetts
$4K 10 – –
S
184
SignatureFD
Georgia
$4K 10 – –
HS
185
Horan Securities
United States
$4K 10 +10 New
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$3K 10 – –
PP
187
PrairieView Partners
Minnesota
$3K 7 – –
LAS
188
Lloyd Advisory Services
Georgia
$1K 2 -6,406 -100%
LS
189
Leelyn Smith
Illinois
$1K 2 – –
WIM
190
Westside Investment Management
California
$189 500 – –
DWA
191
Dorsey Wright & Associates
California
– – -171,769 Closed
SS
192
Simplicity Solutions
Minnesota
– – -76,636 Closed
Goldman Sachs
193
Goldman Sachs
New York
– – -32,349 Closed
SL
194
Systelligence LLC
Minnesota
– – -6,242 Closed
PWM
195
Provident Wealth Management
Tennessee
– – -5,649 Closed
FFN
196
Focus Financial Network
Minnesota
– – -3,512 Closed
FI
197
FormulaFolio Investments
Michigan
– – -1,932 Closed
ASN
198
Advisory Services Network
Georgia
– – -1,359 Closed
PFS
199
Prospera Financial Services
Texas
– – -1,148 Closed
CIBC World Market
200
CIBC World Market
Ontario, Canada
– – -711 Closed
5 6 7
8
9