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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

53 hedge funds and large institutions have $58.7M invested in iShares Morningstar Mid-Cap Growth ETF in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
16
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.63M
2
FAAS
2
First Allied Advisory Services
California
$1.27M
3
LPL Financial
3
LPL Financial
California
$2.87M
4
VF
4
Virtu Financial
New York
$1.07M
5
Bank of America
5
Bank of America
North Carolina
$1.15M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.54M
2
UBS Group
2
UBS Group
Switzerland
$4.34M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
VKH
4
Virtu KCG Holdings
New York
$260K
5
AG
5
Advisor Group
Arizona
$375K
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
1
Summit Asset Management
Tennessee
$6.13M 37,626 -727 -2%
KFA
2
Kays Financial Advisory
Georgia
$4.41M 27,095 -942 -3%
UBS Group
3
UBS Group
Switzerland
$4.34M 26,668 -5,267 -16%
Axa
4
Axa
France
$4.14M 25,430 – –
Morgan Stanley
5
Morgan Stanley
New York
$3.67M 22,513 +1,223 +6%
Citadel Advisors
6
Citadel Advisors
Florida
$3.54M 21,729 -8,825 -29%
Wells Fargo
7
Wells Fargo
California
$3.34M 20,508 -848 -4%
Ameriprise
8
Ameriprise
Minnesota
$3.2M 19,641 +1,609 +9%
LPL Financial
9
LPL Financial
California
$2.87M 17,808 +5,048 +40%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.63M 16,154 +6,701 +71%
CMP
11
Courage Miller Partners
Virginia
$2.33M 14,283 -136 -0.9%
Jane Street
12
Jane Street
New York
$2.12M 13,045 +1,962 +18%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$1.35M 8,317 +941 +13%
FAAS
14
First Allied Advisory Services
California
$1.27M 7,813 +5,858 +300%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$1.17M 7,187 +50 +0.7%
Bank of America
16
Bank of America
North Carolina
$1.15M 7,055 +2,559 +57%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.13M 6,946 -256 -4%
VF
18
Virtu Financial
New York
$1.07M 6,554 +4,419 +207%
GIA
19
GHP Investment Advisors
Colorado
$930K 5,710 – –
NCM
20
Neumann Capital Management
California
$885K 5,431 -625 -10%
MHS
21
M Holdings Securities
Oregon
$807K 4,955 – –
RJFSA
22
Raymond James Financial Services Advisors
Florida
$786K 4,824 +73 +2%
SIA
23
Starfire Investment Advisers
Michigan
$722K 4,430 -120 -3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$653K 4,011 -41 -1%
SPC
25
Sigma Planning Corp
Michigan
$562K 3,448 +170 +5%
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