IMCG icon

iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

55 hedge funds and large institutions have $56.4M invested in iShares Morningstar Mid-Cap Growth ETF in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
55
Holders Change
+4
Holders Change %
+7.84%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
10
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.77M
2
SFA
2
Sequoia Financial Advisors
Ohio
$658K
3
AG
3
Advisor Group
Arizona
$622K
4
SG Americas Securities
4
SG Americas Securities
New York
$530K
5
SG
5
Societe Generale
$530K

Top Sellers

1
KFA
1
Kays Financial Advisory
Georgia
$4.37M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.47M
3
LPL Financial
3
LPL Financial
California
$1.99M
4
Axa
4
Axa
France
$3.97M
5
SAM
5
Summit Asset Management
Tennessee
$5.98M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
1
Summit Asset Management
Tennessee
$5.98M 38,353 -11,713 -23%
UBS Group
2
UBS Group
Switzerland
$4.98M 31,935 -4,283 -12%
Citadel Advisors
3
Citadel Advisors
Florida
$4.77M 30,554 +7,392 +32%
KFA
4
Kays Financial Advisory
Georgia
$4.37M 28,037 -68,265 -71%
Axa
5
Axa
France
$3.97M 25,430 -13,500 -35%
Wells Fargo
6
Wells Fargo
California
$3.33M 21,356 +134 +0.6%
Morgan Stanley
7
Morgan Stanley
New York
$3.32M 21,290 -638 -3%
Ameriprise
8
Ameriprise
Minnesota
$2.81M 18,032 -451 -2%
CMP
9
Courage Miller Partners
Virginia
$2.25M 14,419 -872 -6%
LPL Financial
10
LPL Financial
California
$1.99M 12,760 -18,522 -59%
Jane Street
11
Jane Street
New York
$1.73M 11,083 -3,167 -22%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.47M 9,453 -25,239 -73%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$1.15M 7,376 +403 +6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.12M 7,202 -819 -10%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$1.11M 7,137 -145 -2%
NCM
16
Neumann Capital Management
California
$945K 6,056 – –
GIA
17
GHP Investment Advisors
Colorado
$891K 5,710 +1 +0%
MHS
18
M Holdings Securities
Oregon
$773K 4,955 -1,935 -28%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$741K 4,751 -126 -3%
SIA
20
Starfire Investment Advisers
Michigan
$710K 4,550 – –
Bank of America
21
Bank of America
North Carolina
$701K 4,496 +376 +9%
VKH
22
Virtu KCG Holdings
New York
$695K 4,456 +770 +21%
SFA
23
Sequoia Financial Advisors
Ohio
$658K 4,218 +4,218 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$632K 4,052 -114 -3%
AG
25
Advisor Group
Arizona
$622K 4,003 +4,003 New
1
2 3