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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

113 hedge funds and large institutions have $182M invested in iShares Morningstar Mid-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 38 reducing their positions, and 21 closing their positions.

Holders
113
Holders Change
-6
Holders Change %
-5.04%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
17
Increased
26
Reduced
38
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$15.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$7.06M
3
Morgan Stanley
3
Morgan Stanley
New York
$13M
4
SL
4
Systelligence LLC
Minnesota
$6.38M
5
SI
5
Stephens Inc
Arkansas
$3.08M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$207K
2
UBS Group
2
UBS Group
Switzerland
$17M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.6M
4
SS
4
Simplicity Solutions
Minnesota
$735K
5
AWM
5
AE Wealth Management
Kansas
$754K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$17M 77,860 -17,180 -18%
Wells Fargo
2
Wells Fargo
California
$15.5M 71,200 +21,937 +45%
Morgan Stanley
3
Morgan Stanley
New York
$13M 59,380 +17,996 +43%
MTC
4
Matrix Trust Company
Colorado
$12.3M 56,617 -1,016 -2%
LPL Financial
5
LPL Financial
California
$11.4M 52,478 -5,357 -9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.4M 33,932 +224 +0.7%
Goldman Sachs
7
Goldman Sachs
New York
$7.06M 32,349 +21,792 +206%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.92M 31,728 +12,443 +65%
SL
9
Systelligence LLC
Minnesota
$6.38M 29,271 +14,976 +105%
Ameriprise
10
Ameriprise
Minnesota
$6.02M 27,678 +434 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.34M 24,458 +2,183 +10%
Stifel Financial
12
Stifel Financial
Missouri
$4.98M 22,850 +762 +3%
EH
13
Equitable Holdings
New York
$3.87M 17,722 -29 -0.2%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$3.65M 52,933 – –
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$3.6M 16,482 -14,909 -47%
EF
16
Empowered Funds
Pennsylvania
$3.2M 12,173 – –
PWM
17
Provident Wealth Management
Tennessee
$3.09M 14,162 -3,013 -18%
SI
18
Stephens Inc
Arkansas
$3.08M 14,113 +14,113 New
SAM
19
Summit Asset Management
Tennessee
$3.04M 13,951 -317 -2%
AAS
20
Avantax Advisory Services
Texas
$2.98M 13,646 +1,369 +11%
Bank of America
21
Bank of America
North Carolina
$2.77M 12,711 +700 +6%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.37M 88,475 +88,475 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.17M 9,951 +1,692 +20%
TRCT
24
Tower Research Capital (TRC)
New York
$2.1M 9,634 +3,884 +68%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$1.96M 8,979 -2,739 -23%
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