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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

48 hedge funds and large institutions have $66.1M invested in iShares Morningstar Mid-Cap Growth ETF in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
1.34%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
5
Increased
11
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCC
1
Mid Continent Capital
Illinois
$757K
2
KFA
2
Kays Financial Advisory
Georgia
$14.1M
3
Bank of America
3
Bank of America
North Carolina
$1.08M
4
CAN
4
Cetera Advisor Networks
California
$304K
5
FAAS
5
First Allied Advisory Services
California
$282K

Top Sellers

1
VFA
1
Voya Financial Advisors
Connecticut
$0
2
MFS
2
MSI Financial Services
Massachusetts
$1.98M
3
VKH
3
Virtu KCG Holdings
New York
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
HF
5
HRT Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KFA
1
Kays Financial Advisory
Georgia
$14.1M 94,164 +2,564 +3%
SAM
2
Summit Asset Management
Tennessee
$8.36M 55,805 -629 -1%
Axa
3
Axa
France
$5.84M 38,930 – –
UBS Group
4
UBS Group
Switzerland
$5.76M 38,429 +1,846 +5%
Wells Fargo
5
Wells Fargo
California
$3.93M 26,229 -2,401 -8%
Morgan Stanley
6
Morgan Stanley
New York
$3.66M 24,414 -1,603 -6%
LPL Financial
7
LPL Financial
California
$2.96M 19,054 -977 -5%
Ameriprise
8
Ameriprise
Minnesota
$2.74M 18,252 +773 +4%
CMP
9
Courage Miller Partners
Virginia
$2.42M 16,154 -90 -0.6%
MFS
10
MSI Financial Services
Massachusetts
$1.98M 13,178 -5,623 -30%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.73M 11,541 +776 +7%
UFA
12
US Financial Advisors
Massachusetts
$1.18M 7,877 – –
MHS
13
M Holdings Securities
Oregon
$1.13M 7,540 – –
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.11M 7,396 +592 +9%
Bank of America
15
Bank of America
North Carolina
$1.08M 7,191 +2,288 +47%
NCM
16
Neumann Capital Management
California
$908K 6,056 – –
GIA
17
GHP Investment Advisors
Colorado
$843K 5,623 – –
MCC
18
Mid Continent Capital
Illinois
$757K 5,050 +3,550 +237%
SIA
19
Starfire Investment Advisers
Michigan
$707K 4,720 +100 +2%
ALA
20
Atherton Lane Advisers
California
$566K 3,775 – –
SPC
21
Sigma Planning Corp
Michigan
$531K 3,545 -105 -3%
AIG
22
American International Group
New York
$523K 3,491 +1,742 +100%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$448K 2,987 -120 -4%
ICAS
24
Investors Capital Advisory Services
Massachusetts
$334K 2,230 -1,259 -36%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$329K 2,192 +238 +12%
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