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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

67 hedge funds and large institutions have $139M invested in iShares Morningstar Mid-Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
15
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$7.72M
2
AG
2
Advisor Group
Arizona
$3.83M
3
UBS Group
3
UBS Group
Switzerland
$9.82M
4
WI
4
WBI Investments
New Jersey
$2.54M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.51M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
KFA
2
Kays Financial Advisory
Georgia
$1.93M
3
Wells Fargo
3
Wells Fargo
California
$8.18M
4
VF
4
Virtu Financial
New York
$0
5
SIA
5
Starfire Investment Advisers
Michigan
$797K
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$52.1M 22,252 +531 +2%
UBS Group
2
UBS Group
Switzerland
$9.82M 41,651 +12,358 +42%
Wells Fargo
3
Wells Fargo
California
$8.18M 34,713 -11,217 -24%
LPL Financial
4
LPL Financial
California
$8.13M 34,469 +6,831 +25%
Jane Street
5
Jane Street
New York
$7.72M 32,730 +27,408 +515%
Morgan Stanley
6
Morgan Stanley
New York
$6.9M 29,284 -58 -0.2%
Axa
7
Axa
France
$4.34M 18,430 – –
AG
8
Advisor Group
Arizona
$3.83M 16,260 +14,564 +859%
SAM
9
Summit Asset Management
Tennessee
$3.81M 16,181 -1,158 -7%
Bank of America
10
Bank of America
North Carolina
$2.55M 10,828 +1,557 +17%
WI
11
WBI Investments
New Jersey
$2.54M 10,782 +10,782 New
CMP
12
Courage Miller Partners
Virginia
$2.53M 10,720 -178 -2%
Goldman Sachs
13
Goldman Sachs
New York
$2.51M 10,657 +10,657 New
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$2.25M 9,561 -140 -1%
KFA
15
Kays Financial Advisory
Georgia
$1.93M 8,183 -13,675 -63%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.93M 8,167 +4,817 +144%
GFPC
17
Global Financial Private Capital
Florida
$1.7M 7,200 -75 -1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.58M 6,685 +1,085 +19%
GIA
19
GHP Investment Advisors
Colorado
$1.21M 5,128 +1 +0%
MHS
20
M Holdings Securities
Oregon
$1.17M 4,955 – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.09M 4,625 +1,397 +43%
NCM
22
Neumann Capital Management
California
$1.02M 4,331 – –
RJFSA
23
Raymond James Financial Services Advisors
Florida
$949K 4,025 -154 -4%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$861K 3,653 +381 +12%
SIA
25
Starfire Investment Advisers
Michigan
$797K 3,381 -1,285 -28%
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