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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

96 hedge funds and large institutions have $283M invested in iShares Morningstar Mid-Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
96
Holders Change
+6
Holders Change %
+6.67%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
32
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$17.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.93M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.45M
4
AG
4
Advisor Group
Arizona
$5.77M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$49.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$22.1M
2
Bank of America
2
Bank of America
North Carolina
$9.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$16.7M
4
Axa
4
Axa
France
$3.71M
5
Jane Street
5
Jane Street
New York
$3.92M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$49.6M 203,701 +10,307 +5%
Wells Fargo
2
Wells Fargo
California
$25.7M 105,663 +6,862 +7%
UBS Group
3
UBS Group
Switzerland
$22.1M 90,985 -43,462 -32%
LPL Financial
4
LPL Financial
California
$17.2M 70,592 +25,417 +56%
Morgan Stanley
5
Morgan Stanley
New York
$16.7M 68,678 -6,140 -8%
MTC
6
Matrix Trust Company
Colorado
$13.9M 57,251 -306 -0.5%
Citadel Advisors
7
Citadel Advisors
Florida
$10M 41,182 +9,055 +28%
Bank of America
8
Bank of America
North Carolina
$9.3M 38,185 -6,922 -15%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7.45M 30,622 +13,169 +75%
RJA
10
Raymond James & Associates
Florida
$7.22M 29,635 +4,789 +19%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$6.12M 25,135 +2,992 +14%
Stifel Financial
12
Stifel Financial
Missouri
$6.05M 24,833 +5,318 +27%
Ameriprise
13
Ameriprise
Minnesota
$6.02M 24,730 +2,359 +11%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$5.93M 24,363 +22,561 +1,252%
AG
15
Advisor Group
Arizona
$5.77M 23,703 +11,139 +89%
PAG
16
Private Advisor Group
New Jersey
$5.07M 20,816 +486 +2%
Jane Street
17
Jane Street
New York
$3.92M 16,096 -2,747 -15%
Axa
18
Axa
France
$3.71M 15,230 -3,200 -17%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$3.65M 52,933 – –
SAM
20
Summit Asset Management
Tennessee
$3.49M 14,328 -54 -0.4%
MML Investors Services
21
MML Investors Services
Massachusetts
$3.25M 13,369 +3,883 +41%
FAIM
22
Financial Advocates Investment Management
Washington
$3.01M 12,373 +473 +4%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$2.91M 11,957 +25 +0.2%
AAS
24
Avantax Advisory Services
Texas
$2.85M 11,726 +1,260 +12%
Goldman Sachs
25
Goldman Sachs
New York
$2.57M 10,557 – –
1
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