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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

36 hedge funds and large institutions have $51.5M invested in iShares Morningstar Mid-Cap Growth ETF in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
36
Holders Change
–
Holders Change %
0%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
7
Increased
8
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KFA
1
Kays Financial Advisory
Georgia
$13.7M
2
CS
2
Credit Suisse
Switzerland
$5.14M
3
MHS
3
M Holdings Securities
Oregon
$1.08M
4
TH
4
Timber Hill
Connecticut
$852K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$396K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.44M
2
FAAS
2
First Allied Advisory Services
California
$0
3
CMP
3
Courage Miller Partners
Virginia
$2.59M
4
VF
4
Virtu Financial
New York
$0
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KFA
1
Kays Financial Advisory
Georgia
$13.7M 96,261 +96,261 New
SAM
2
Summit Asset Management
Tennessee
$9.14M 64,094 -1,994 -3%
CS
3
Credit Suisse
Switzerland
$5.14M 36,009 +13,733 +62%
Morgan Stanley
4
Morgan Stanley
New York
$3.47M 24,329 -1,293 -5%
U
5
UBS
Switzerland
$2.64M 18,538 -757 -4%
CMP
6
Courage Miller Partners
Virginia
$2.59M 18,168 -3,214 -15%
Bank of America
7
Bank of America
North Carolina
$2.44M 17,129 -13,359 -44%
Wells Fargo
8
Wells Fargo
California
$2.33M 16,316 -889 -5%
LPL Financial
9
LPL Financial
California
$2.18M 15,288 +32 +0.2%
Ameriprise
10
Ameriprise
Minnesota
$1.17M 8,169 +623 +8%
MHS
11
M Holdings Securities
Oregon
$1.08M 7,540 +7,540 New
TH
12
Timber Hill
Connecticut
$852K 5,973 +5,973 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$803K 5,631 +781 +16%
GIA
14
GHP Investment Advisors
Colorado
$790K 5,536 – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$580K 4,061 +1,465 +56%
Axa
16
Axa
France
$503K 3,530 – –
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$480K 3,364 +30 +0.9%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$396K 2,776 +2,776 New
Citigroup
19
Citigroup
New York
$290K 2,035 +850 +72%
BRWA
20
B. Riley Wealth Advisors
Florida
$223K 1,565 – –
MFS
21
MSI Financial Services
Massachusetts
$169K 1,184 -31 -3%
AIG
22
American International Group
New York
$103K 724 +1 +0.1%
DADC
23
D.A. Davidson & Co
Montana
$93K 657 – –
DAM
24
Delta Asset Management
Tennessee
$80K 560 – –
WA
25
WFG Advisors
Texas
$78K 549 – –
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