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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

119 hedge funds and large institutions have $224M invested in iShares Morningstar Mid-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 20 increasing their positions, 36 reducing their positions, and 9 closing their positions.

Holders
119
Holders Change
+23
Holders Change %
+23.96%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
32
Increased
20
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
1
Equitable Holdings
New York
$4.67M
2
AWM
2
AE Wealth Management
Kansas
$4.66M
3
SS
3
Simplicity Solutions
Minnesota
$4.64M
4
PWM
4
Provident Wealth Management
Tennessee
$4.52M
5
SL
5
Systelligence LLC
Minnesota
$3.76M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$5.86M
2
Wells Fargo
2
Wells Fargo
California
$13M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$10.9M
5
Bank of America
5
Bank of America
North Carolina
$3.16M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$25M 95,040 +4,055 +4%
LPL Financial
2
LPL Financial
California
$15.2M 57,835 -12,757 -18%
MTC
3
Matrix Trust Company
Colorado
$15.2M 57,633 +382 +0.7%
Wells Fargo
4
Wells Fargo
California
$13M 49,263 -56,400 -53%
Morgan Stanley
5
Morgan Stanley
New York
$10.9M 41,384 -27,294 -40%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$8.86M 33,708 +3,086 +10%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$8.26M 31,391 +7,028 +29%
Ameriprise
8
Ameriprise
Minnesota
$7.18M 27,244 +2,514 +10%
PAG
9
Private Advisor Group
New Jersey
$6.1M 23,179 +2,363 +11%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$5.86M 22,275 -181,426 -89%
Stifel Financial
11
Stifel Financial
Missouri
$5.82M 22,088 -2,745 -11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.07M 19,285 -5,850 -23%
RJA
13
Raymond James & Associates
Florida
$4.96M 18,856 -10,779 -36%
EH
14
Equitable Holdings
New York
$4.67M 17,751 +17,751 New
AWM
15
AE Wealth Management
Kansas
$4.66M 17,705 +17,705 New
SS
16
Simplicity Solutions
Minnesota
$4.64M 17,632 +17,632 New
PWM
17
Provident Wealth Management
Tennessee
$4.52M 17,175 +17,175 New
SL
18
Systelligence LLC
Minnesota
$3.76M 14,295 +14,295 New
SAM
19
Summit Asset Management
Tennessee
$3.75M 14,268 -60 -0.4%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$3.65M 52,933 – –
AAS
21
Avantax Advisory Services
Texas
$3.23M 12,277 +551 +5%
EF
22
Empowered Funds
Pennsylvania
$3.2M 12,173 +12,173 New
Bank of America
23
Bank of America
North Carolina
$3.16M 12,011 -26,174 -69%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$3.08M 11,718 -239 -2%
Goldman Sachs
25
Goldman Sachs
New York
$2.78M 10,557 – –
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