IMCG icon

iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

42 hedge funds and large institutions have $56.9M invested in iShares Morningstar Mid-Cap Growth ETF in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
4
Increased
13
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.36M
2
CS
2
Credit Suisse
Switzerland
$3.4M
3
VKH
3
Virtu KCG Holdings
New York
$925K
4
U
4
UBS
Switzerland
$4.02M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$417K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
TH
2
Timber Hill
Connecticut
$1.66M
3
Jane Street
3
Jane Street
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$1.62M
5
MHS
5
M Holdings Securities
Oregon
$832K
Name Market Value Shares Shares
Change 		Shares
Change %
KFA
1
Kays Financial Advisory
Georgia
$14.1M 95,575 +2,082 +2%
SAM
2
Summit Asset Management
Tennessee
$9.09M 61,546 -564 -0.9%
Morgan Stanley
3
Morgan Stanley
New York
$5.36M 36,315 +8,233 +29%
U
4
UBS
Switzerland
$4.02M 27,207 +2,978 +12%
CS
5
Credit Suisse
Switzerland
$3.4M 22,986 +5,444 +31%
Wells Fargo
6
Wells Fargo
California
$3.29M 22,248 -25 -0.1%
CMP
7
Courage Miller Partners
Virginia
$2.61M 17,651 +282 +2%
Ameriprise
8
Ameriprise
Minnesota
$1.89M 12,802 +444 +4%
LPL Financial
9
LPL Financial
California
$1.74M 11,966 -576 -5%
TH
10
Timber Hill
Connecticut
$1.66M 11,245 -6,528 -37%
Bank of America
11
Bank of America
North Carolina
$1.62M 10,980 -2,392 -18%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$985K 6,667 +323 +5%
VKH
13
Virtu KCG Holdings
New York
$925K 6,262 +4,533 +262%
GIA
14
GHP Investment Advisors
Colorado
$899K 6,087 – –
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$879K 5,949 +277 +5%
MHS
16
M Holdings Securities
Oregon
$832K 5,808 -1,732 -23%
ALA
17
Atherton Lane Advisers
California
$628K 4,255 +335 +9%
Axa
18
Axa
France
$521K 3,530 – –
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$493K 3,341 +132 +4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$417K 2,821 +2,821 New
BRWA
21
B. Riley Wealth Advisors
Florida
$237K 1,605 -1,605 -50%
VF
22
Virtu Financial
New York
$207K 1,400 +1,400 New
MFS
23
MSI Financial Services
Massachusetts
$166K 1,125 -57 -5%
IPC
24
Independent Portfolio Consultants
Florida
$161K 1,090 – –
AIG
25
American International Group
New York
$152K 1,032 -48 -4%
1
2