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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

90 hedge funds and large institutions have $264M invested in iShares Morningstar Mid-Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
30
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MTC
1
Matrix Trust Company
Colorado
$14.5M
2
UBS Group
2
UBS Group
Switzerland
$33.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$18.8M
4
Jane Street
4
Jane Street
New York
$4.74M
5
Citadel Advisors
5
Citadel Advisors
Florida
$8.08M

Top Sellers

1
GFPC
1
Global Financial Private Capital
Florida
$0
2
BRWM
2
B. Riley Wealth Management
Tennessee
$0
3
MHS
3
M Holdings Securities
Oregon
$0
4
WWM
4
Western Wealth Management
Colorado
$377K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$816K
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$48.6M 193,394 +2,344 +1%
UBS Group
2
UBS Group
Switzerland
$33.8M 134,447 +41,633 +45%
Wells Fargo
3
Wells Fargo
California
$24.9M 98,801 +11,404 +13%
Morgan Stanley
4
Morgan Stanley
New York
$18.8M 74,818 +23,782 +47%
MTC
5
Matrix Trust Company
Colorado
$14.5M 57,557 +57,557 New
LPL Financial
6
LPL Financial
California
$11.4M 45,175 +779 +2%
Bank of America
7
Bank of America
North Carolina
$11.3M 45,107 +74 +0.2%
Citadel Advisors
8
Citadel Advisors
Florida
$8.08M 32,127 +14,964 +87%
RJA
9
Raymond James & Associates
Florida
$6.25M 24,846 +2,527 +11%
Ameriprise
10
Ameriprise
Minnesota
$5.72M 22,371 +17 +0.1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.57M 22,143 +13,617 +160%
PAG
12
Private Advisor Group
New Jersey
$5.11M 20,330 +771 +4%
Stifel Financial
13
Stifel Financial
Missouri
$4.91M 19,515 +1,579 +9%
Jane Street
14
Jane Street
New York
$4.74M 18,843 +18,843 New
Axa
15
Axa
France
$4.64M 18,430 – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.39M 17,453 +1,998 +13%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$3.65M 52,933 – –
SAM
18
Summit Asset Management
Tennessee
$3.62M 14,382 -47 -0.3%
AG
19
Advisor Group
Arizona
$3.16M 12,564 +5,486 +78%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$3M 11,932 +11,932 New
FAIM
21
Financial Advocates Investment Management
Washington
$2.99M 11,900 +913 +8%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.87M 11,422 +3,456 +43%
Goldman Sachs
23
Goldman Sachs
New York
$2.66M 10,557 – –
AAS
24
Avantax Advisory Services
Texas
$2.63M 10,466 +636 +6%
CMP
25
Courage Miller Partners
Virginia
$2.61M 10,369 -242 -2%
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