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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

56 hedge funds and large institutions have $50.7M invested in iShares Morningstar Mid-Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 5 closing their positions.

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
10
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Pointe Capital Management
Michigan
$749K
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.11M
3
VF
3
Virtu Financial
New York
$1.51M
4
VKH
4
Virtu KCG Holdings
New York
$535K
5
Bank of America
5
Bank of America
North Carolina
$1.42M

Top Sellers

1
Axa
1
Axa
France
$1.01M
2
SAM
2
Summit Asset Management
Tennessee
$3.39M
3
Jane Street
3
Jane Street
New York
$406K
4
FAAS
4
First Allied Advisory Services
California
$250K
5
UBS Group
5
UBS Group
Switzerland
$3.89M
Name Market Value Shares Shares
Change 		Shares
Change %
KFA
1
Kays Financial Advisory
Georgia
$4.52M 27,925 +830 +3%
Citadel Advisors
2
Citadel Advisors
Florida
$4.11M 25,377 +3,648 +17%
Morgan Stanley
3
Morgan Stanley
New York
$3.9M 24,050 +1,537 +7%
UBS Group
4
UBS Group
Switzerland
$3.89M 24,013 -2,655 -10%
SAM
5
Summit Asset Management
Tennessee
$3.39M 20,911 -16,715 -44%
Wells Fargo
6
Wells Fargo
California
$3.32M 20,507 -1 -0%
Ameriprise
7
Ameriprise
Minnesota
$3.1M 19,156 -485 -2%
LPL Financial
8
LPL Financial
California
$3.02M 18,515 +707 +4%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.44M 15,083 -1,071 -7%
CMP
10
Courage Miller Partners
Virginia
$2.14M 13,229 -1,054 -7%
VF
11
Virtu Financial
New York
$1.51M 9,297 +2,743 +42%
Bank of America
12
Bank of America
North Carolina
$1.42M 8,758 +1,703 +24%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$1.35M 8,317 – –
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$1.16M 7,142 -45 -0.6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.09M 6,702 -244 -4%
Axa
16
Axa
France
$1.01M 6,230 -19,200 -76%
GIA
17
GHP Investment Advisors
Colorado
$911K 5,625 -85 -1%
NCM
18
Neumann Capital Management
California
$856K 5,281 -150 -3%
MHS
19
M Holdings Securities
Oregon
$830K 5,125 +170 +3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$756K 4,664 -160 -3%
SIA
21
Starfire Investment Advisers
Michigan
$749K 4,624 +194 +4%
PCM
22
Pointe Capital Management
Michigan
$749K 4,624 +4,624 New
VKH
23
Virtu KCG Holdings
New York
$535K 3,304 +1,708 +107%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$445K 2,749 -1,262 -31%
Jane Street
25
Jane Street
New York
$406K 2,504 -10,541 -81%
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