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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

64 hedge funds and large institutions have $75.2M invested in iShares Morningstar Mid-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$10.1M
2
UBS Group
2
UBS Group
Switzerland
$6.41M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$525K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.43M
5
CWM
5
Cornerstone Wealth Management
Missouri
$361K

Top Sellers

1
Axa
1
Axa
France
$4.03M
2
VF
2
Virtu Financial
New York
$425K
3
Jane Street
3
Jane Street
New York
$1.17M
4
LPL Financial
4
LPL Financial
California
$6.05M
5
SAM
5
Summit Asset Management
Tennessee
$3.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$10.1M 45,930 +15,868 +53%
Morgan Stanley
2
Morgan Stanley
New York
$6.42M 29,342 -67 -0.2%
UBS Group
3
UBS Group
Switzerland
$6.41M 29,293 +6,792 +30%
LPL Financial
4
LPL Financial
California
$6.05M 27,638 -1,244 -4%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.43M 24,830 +1,972 +9%
KFA
6
Kays Financial Advisory
Georgia
$4.78M 21,858 -946 -4%
Ameriprise
7
Ameriprise
Minnesota
$4.75M 21,721 +194 +0.9%
Axa
8
Axa
France
$4.03M 18,430 -12,900 -41%
SAM
9
Summit Asset Management
Tennessee
$3.8M 17,339 -1,150 -6%
CMP
10
Courage Miller Partners
Virginia
$2.39M 10,898 -64 -0.6%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$2.12M 9,701 – –
Bank of America
12
Bank of America
North Carolina
$2.03M 9,271 +1,213 +15%
GFPC
13
Global Financial Private Capital
Florida
$1.59M 7,275 -75 -1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.23M 5,600 +23 +0.4%
Jane Street
15
Jane Street
New York
$1.17M 5,322 -3,179 -37%
GIA
16
GHP Investment Advisors
Colorado
$1.12M 5,127 – –
MHS
17
M Holdings Securities
Oregon
$1.09M 4,955 – –
SIA
18
Starfire Investment Advisers
Michigan
$1.02M 4,666 -170 -4%
NCM
19
Neumann Capital Management
California
$948K 4,331 – –
RJFSA
20
Raymond James Financial Services Advisors
Florida
$915K 4,179 +73 +2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$733K 3,350 -331 -9%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$716K 3,272 +35 +1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$707K 3,228 -14 -0.4%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$525K 2,398 +2,198 +1,099%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$443K 2,023 -50 -2%
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