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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

154 hedge funds and large institutions have $657M invested in iShares Morningstar Mid-Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
154
Holders Change
+15
Holders Change %
+10.79%
% of All Funds
3.12%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
26
Increased
54
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWA
1
Dorsey Wright & Associates
California
$47.1M
2
Wells Fargo
2
Wells Fargo
California
$49.3M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$75.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$27M
5
Morgan Stanley
5
Morgan Stanley
New York
$51.7M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$4.89M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$2.67M
3
AI
3
Atria Investments
North Carolina
$1.33M
4
PWM
4
Provident Wealth Management
Tennessee
$1.79M
5
SL
5
Systelligence LLC
Minnesota
$7.72M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$75.3M 234,891 +48,814 +26%
Morgan Stanley
2
Morgan Stanley
New York
$51.7M 161,376 +35,625 +28%
Wells Fargo
3
Wells Fargo
California
$49.3M 153,943 +55,868 +57%
DWA
4
Dorsey Wright & Associates
California
$47.1M 147,015 +147,015 New
Ameriprise
5
Ameriprise
Minnesota
$32.4M 101,215 +2,550 +3%
LPL Financial
6
LPL Financial
California
$27.4M 85,376 +32,254 +61%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$27M 84,407 +39,454 +88%
UBS Group
8
UBS Group
Switzerland
$26.3M 82,088 +13,121 +19%
Bank of America
9
Bank of America
North Carolina
$19M 59,386 +27,846 +88%
SI
10
Stephens Inc
Arkansas
$18.7M 58,441 +4,639 +9%
MTC
11
Matrix Trust Company
Colorado
$17.2M 53,780 +231 +0.4%
AAS
12
Avantax Advisory Services
Texas
$12.8M 39,962 +25,751 +181%
RJA
13
Raymond James & Associates
Florida
$12.8M 39,792 +24,535 +161%
Osaic Holdings
14
Osaic Holdings
Arizona
$12.1M 37,903 +20,565 +119%
PS
15
Portfolio Strategies
New York
$10.7M 33,439 +108 +0.3%
CFD
16
Creative Financial Designs
Indiana
$10.5M 32,906 +28,449 +638%
Goldman Sachs
17
Goldman Sachs
New York
$10.4M 32,349 – –
LB
18
Leo Brokerage
Texas
$9.37M 31,954 +31,954 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$8.42M 26,262 +4,235 +19%
PAG
20
Private Advisor Group
New Jersey
$8.26M 25,787 +24,630 +2,129%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$8.09M 25,253 +3,742 +17%
SL
22
Systelligence LLC
Minnesota
$7.72M 24,096 -6,240 -21%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$7.49M 23,373 +12,914 +123%
AIP
24
Almanack Investment Partners
Pennsylvania
$6.86M 20,275 +20,275 New
KAS
25
Kestra Advisory Services
Texas
$6.64M 20,620 +20,620 New
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