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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

51 hedge funds and large institutions have $75.2M invested in iShares Morningstar Mid-Cap Growth ETF in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
5
Increased
12
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VFA
1
Voya Financial Advisors
Connecticut
$2.02M
2
VKH
2
Virtu KCG Holdings
New York
$584K
3
Morgan Stanley
3
Morgan Stanley
New York
$4.28M
4
HF
4
HRT Financial
New York
$362K
5
Bank of America
5
Bank of America
North Carolina
$807K

Top Sellers

1
MFS
1
MSI Financial Services
Massachusetts
$3.1M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.77M
3
Jane Street
3
Jane Street
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$4.71M
5
SAM
5
Summit Asset Management
Tennessee
$9.29M
Name Market Value Shares Shares
Change 		Shares
Change %
KFA
1
Kays Financial Advisory
Georgia
$15.1M 91,600 -210 -0.2%
SAM
2
Summit Asset Management
Tennessee
$9.29M 56,434 -1,425 -2%
Axa
3
Axa
France
$6.41M 38,930 – –
UBS Group
4
UBS Group
Switzerland
$6.02M 36,583 +729 +2%
Wells Fargo
5
Wells Fargo
California
$4.71M 28,630 -1,547 -5%
Morgan Stanley
6
Morgan Stanley
New York
$4.28M 26,017 +2,861 +12%
LPL Financial
7
LPL Financial
California
$3.3M 20,031 +734 +4%
MFS
8
MSI Financial Services
Massachusetts
$3.1M 18,801 -12,806 -41%
Ameriprise
9
Ameriprise
Minnesota
$2.88M 17,479 +1,856 +12%
CMP
10
Courage Miller Partners
Virginia
$2.67M 16,244 -63 -0.4%
VFA
11
Voya Financial Advisors
Connecticut
$2.02M 12,330 +12,330 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.77M 10,765 -11,820 -52%
UFA
13
US Financial Advisors
Massachusetts
$1.3M 7,877 – –
MHS
14
M Holdings Securities
Oregon
$1.24M 7,540 – –
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.12M 6,804 +493 +8%
NCM
16
Neumann Capital Management
California
$997K 6,056 – –
GIA
17
GHP Investment Advisors
Colorado
$926K 5,623 -225 -4%
Bank of America
18
Bank of America
North Carolina
$807K 4,903 +2,185 +80%
SIA
19
Starfire Investment Advisers
Michigan
$760K 4,620 +180 +4%
ALA
20
Atherton Lane Advisers
California
$621K 3,775 -35 -0.9%
SPC
21
Sigma Planning Corp
Michigan
$601K 3,650 – –
Citadel Advisors
22
Citadel Advisors
Florida
$599K 3,636 +1,985 +120%
VKH
23
Virtu KCG Holdings
New York
$584K 3,551 +3,551 New
ICAS
24
Investors Capital Advisory Services
Massachusetts
$574K 3,489 +755 +28%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$511K 3,107 -135 -4%
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