IMCG icon

iShares Morningstar Mid-Cap Growth ETF

183 hedge funds and large institutions have $977M invested in iShares Morningstar Mid-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 67 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
183
Holders Change
+29
Holders Change %
+18.83%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
38
Increased
67
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$95.8M 250,422 +15,531 +7%
Morgan Stanley
2
Morgan Stanley
New York
$69.2M 180,919 +19,543 +12%
AI
3
AdvisorShares Investments
Maryland
$65.7M 171,769 +24,754 +17%
DWA
4
Dorsey Wright & Associates
California
$65.7M 171,769 +24,754 +17%
Wells Fargo
5
Wells Fargo
California
$62.5M 163,306 +9,363 +6%
LPL Financial
6
LPL Financial
California
$38.1M 99,516 +14,140 +17%
UBS Group
7
UBS Group
Switzerland
$36.9M 96,528 +14,440 +18%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$34.9M 91,258 +6,851 +8%
Ameriprise
9
Ameriprise
Minnesota
$31.4M 82,017 -19,198 -19%
AWM
10
AE Wealth Management
Kansas
$29.8M 77,948 +74,437 +2,120%
SS
11
Simplicity Solutions
Minnesota
$29.3M 76,636 +73,152 +2,100%
Bank of America
12
Bank of America
North Carolina
$28.2M 73,630 +14,244 +24%
SI
13
Stephens Inc
Arkansas
$23.5M 61,488 +3,047 +5%
MTC
14
Matrix Trust Company
Colorado
$20.2M 52,885 -895 -2%
RJA
15
Raymond James & Associates
Florida
$17.9M 46,679 +6,887 +17%
Osaic Holdings
16
Osaic Holdings
Arizona
$16.4M 42,920 +5,017 +13%
CFD
17
Creative Financial Designs
Indiana
$13.8M 36,058 +3,152 +10%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$13.4M 34,959 +11,586 +50%
PS
19
Portfolio Strategies
New York
$13.2M 34,557 +1,118 +3%
PAG
20
Private Advisor Group
New Jersey
$12.8M 33,419 +7,632 +30%
Goldman Sachs
21
Goldman Sachs
New York
$12.4M 32,349
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$11.8M 30,880 +5,627 +22%
Citadel Advisors
23
Citadel Advisors
Florida
$11.3M 29,643 +17,910 +153%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$9.73M 25,428 +6,065 +31%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$9.25M 24,178 -2,084 -8%