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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

39 hedge funds and large institutions have $55.5M invested in iShares Morningstar Mid-Cap Growth ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
6
Increased
15
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFG
1
Noven Financial Group
Colorado
$3.48M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.97M
3
Bank of America
3
Bank of America
North Carolina
$3.73M
4
Wells Fargo
4
Wells Fargo
California
$3.29M
5
U
5
UBS
Switzerland
$3.1M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
TH
2
Timber Hill
Connecticut
$0
3
KFA
3
Kays Financial Advisory
Georgia
$13.6M
4
SAM
4
Summit Asset Management
Tennessee
$9.05M
5
LPL Financial
5
LPL Financial
California
$2.16M
Name Market Value Shares Shares
Change 		Shares
Change %
KFA
1
Kays Financial Advisory
Georgia
$13.6M 93,545 -2,716 -3%
SAM
2
Summit Asset Management
Tennessee
$9.05M 62,406 -1,688 -3%
Bank of America
3
Bank of America
North Carolina
$3.73M 25,694 +8,565 +50%
Morgan Stanley
4
Morgan Stanley
New York
$3.69M 25,453 +1,124 +5%
NFG
5
Noven Financial Group
Colorado
$3.48M 24,006 +24,006 New
Wells Fargo
6
Wells Fargo
California
$3.29M 22,666 +6,350 +39%
U
7
UBS
Switzerland
$3.1M 21,396 +2,858 +15%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.97M 20,495 +17,719 +638%
CMP
9
Courage Miller Partners
Virginia
$2.63M 18,118 -50 -0.3%
LPL Financial
10
LPL Financial
California
$2.16M 14,892 -396 -3%
Ameriprise
11
Ameriprise
Minnesota
$1.25M 8,560 +391 +5%
MHS
12
M Holdings Securities
Oregon
$1.09M 7,540 – –
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$940K 6,486 +855 +15%
GIA
14
GHP Investment Advisors
Colorado
$882K 6,086 +550 +10%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$717K 4,945 +884 +22%
Axa
16
Axa
France
$512K 3,530 – –
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$470K 3,239 -125 -4%
FAAS
18
First Allied Advisory Services
California
$321K 2,222 +2,222 New
Citigroup
19
Citigroup
New York
$296K 2,039 +4 +0.2%
HighTower Advisors
20
HighTower Advisors
Illinois
$265K 1,830 +1,830 New
BRWA
21
B. Riley Wealth Advisors
Florida
$233K 1,605 +40 +3%
MFS
22
MSI Financial Services
Massachusetts
$180K 1,240 +56 +5%
AIG
23
American International Group
New York
$105K 724 – –
DADC
24
D.A. Davidson & Co
Montana
$95K 657 – –
DAM
25
Delta Asset Management
Tennessee
$81K 560 – –
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