IMCG icon

iShares Morningstar Mid-Cap Growth ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
KFI
176
Key Financial Inc
Pennsylvania
$7K
S
177
SignatureFD
Georgia
$4K
HS
178
Horan Securities
United States
$4K
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$4K
PP
180
PrairieView Partners
Minnesota
$3K
LFG
181
Larson Financial Group
Missouri
$3K +$3K +38 New
WIM
182
Westside Investment Management
California
$206
AI
183
AdvisorShares Investments
Maryland
-$81.3M -1,289,682 Closed
FAIM
184
Financial Advocates Investment Management
Washington
-$4.06M -64,446 Closed
DADC
185
D.A. Davidson & Co
Montana
-$2.33M -36,930 Closed
DC
186
Davenport & Co
Virginia
-$1.53M -24,216 Closed
MWM
187
Merriman Wealth Management
Washington
-$1.36M -21,546 Closed
GIA
188
Gladstone Institutional Advisory
Florida
-$1.26M -20,004 Closed
CA
189
Calton & Associates
Florida
-$1.21M -19,248 Closed
GSC
190
G&S Capital
Colorado
-$972K -15,426 Closed
MIM
191
MTM Investment Management
South Carolina
-$931K -14,772 Closed
OIA
192
OneDigital Investment Advisors
Kansas
-$897K -14,232 Closed
VFA
193
Voya Financial Advisors
Connecticut
-$798K -12,864 Closed
PWM
194
Pacific Wealth Management
California
-$676K -10,728 Closed
TWM
195
Trinity Wealth Management
Pennsylvania
-$501K -7,956 Closed
WP
196
WealthSource Partners
California
-$396K -6,282 Closed
ICP
197
Interchange Capital Partners
Pennsylvania
-$239K -1,902 Closed
AIC
198
Ameritas Investment Company
Nebraska
-$79.8K -1,266 Closed
VBCG
199
Valley Brook Capital Group
Pennsylvania
-$24K -390 Closed
AIC
200
Archer Investment Corporation
Indiana
-$21.6K -342 Closed