IMCG icon

iShares Morningstar Mid-Cap Growth ETF

83 hedge funds and large institutions have $197M invested in iShares Morningstar Mid-Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
83
Holders Change
+13
Holders Change %
+18.57%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
17
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$45M 191,050 +186,540 +4,136%
UBS Group
2
UBS Group
Switzerland
$21.8M 92,814 +51,394 +124%
Wells Fargo
3
Wells Fargo
California
$20.6M 87,397 +47,413 +119%
Morgan Stanley
4
Morgan Stanley
New York
$12M 51,036 +12,255 +32%
Bank of America
5
Bank of America
North Carolina
$10.6M 45,033 +29,141 +183%
LPL Financial
6
LPL Financial
California
$10.4M 44,396 +14,405 +48%
Ameriprise
7
Ameriprise
Minnesota
$5.26M 22,354 -3,391 -13%
RJA
8
Raymond James & Associates
Florida
$5.25M 22,319 +20,883 +1,454%
PAG
9
Private Advisor Group
New Jersey
$4.6M 19,559 +19,559 New
Axa
10
Axa
France
$4.34M 18,430
Stifel Financial
11
Stifel Financial
Missouri
$4.22M 17,936 +17,936 New
Citadel Advisors
12
Citadel Advisors
Florida
$4.04M 17,163 -12,404 -42%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$3.65M 52,933 +43,515 +462%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.64M 15,455 +2,915 +23%
SAM
15
Summit Asset Management
Tennessee
$3.4M 14,429 -411 -3%
FAIM
16
Financial Advocates Investment Management
Washington
$2.59M 10,987 +10,987 New
CMP
17
Courage Miller Partners
Virginia
$2.5M 10,611 -109 -1%
Goldman Sachs
18
Goldman Sachs
New York
$2.48M 10,557 -102 -1%
AAS
19
Avantax Advisory Services
Texas
$2.31M 9,830 +2,030 +26%
TC
20
TAP Consulting
Missouri
$2.28M 9,691 +9,691 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.01M 8,526 +3,688 +76%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.87M 7,966 +379 +5%
AG
23
Advisor Group
Arizona
$1.67M 7,078 -3,578 -34%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$1.57M 6,670 +4,486 +205%
GFPC
25
Global Financial Private Capital
Florida
$1.34M 5,673 -425 -7%