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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

70 hedge funds and large institutions have $85.2M invested in iShares Morningstar Mid-Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
14
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$5.75M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.52M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.54M
4
AAS
4
Avantax Advisory Services
Texas
$1.52M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.44M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.8M
2
WI
2
WBI Investments
New Jersey
$0
3
AG
3
Advisor Group
Arizona
$2.07M
4
LPL Financial
4
LPL Financial
California
$5.83M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$71K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$8.05M 41,420 -231 -0.6%
Wells Fargo
2
Wells Fargo
California
$7.77M 39,984 +5,271 +15%
Morgan Stanley
3
Morgan Stanley
New York
$7.54M 38,781 +9,497 +32%
LPL Financial
4
LPL Financial
California
$5.83M 29,991 -4,478 -13%
Citadel Advisors
5
Citadel Advisors
Florida
$5.75M 29,567 +29,567 New
Ameriprise
6
Ameriprise
Minnesota
$5.01M 25,745 +3,493 +16%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$4.52M 23,227 +23,227 New
Axa
8
Axa
France
$3.58M 18,430 – –
Bank of America
9
Bank of America
North Carolina
$3.09M 15,892 +5,064 +47%
SAM
10
Summit Asset Management
Tennessee
$2.89M 14,840 -1,341 -8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.44M 12,540 +5,855 +88%
CMP
12
Courage Miller Partners
Virginia
$2.08M 10,720 – –
Goldman Sachs
13
Goldman Sachs
New York
$2.07M 10,659 +2 +0%
AG
14
Advisor Group
Arizona
$2.07M 10,656 -5,604 -34%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$1.83M 9,418 -143 -1%
Jane Street
16
Jane Street
New York
$1.8M 9,263 -23,467 -72%
AAS
17
Avantax Advisory Services
Texas
$1.52M 7,800 +7,800 New
KFA
18
Kays Financial Advisory
Georgia
$1.52M 7,811 -372 -5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.48M 7,587 -580 -7%
GFPC
20
Global Financial Private Capital
Florida
$1.19M 6,098 -1,102 -15%
WWM
21
Western Wealth Management
Colorado
$1.13M 5,791 +5,791 New
GIA
22
GHP Investment Advisors
Colorado
$1.01M 5,184 +56 +1%
MHS
23
M Holdings Securities
Oregon
$963K 4,955 – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$940K 4,838 +213 +5%
SIA
25
Starfire Investment Advisers
Michigan
$887K 4,563 +1,182 +35%
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