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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

190 hedge funds and large institutions have $803M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 17 closing their positions.

Holders
190
Holders Change
+7
Holders Change %
+3.83%
% of All Funds
3.35%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
24
Increased
54
Reduced
66
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
AdvisorShares Investments
Maryland
$81.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$22.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$81.6M
4
FTUS
4
Flow Traders U.S.
New York
$9.84M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$10.4M

Top Sellers

1
DWA
1
Dorsey Wright & Associates
California
$0
2
SS
2
Simplicity Solutions
Minnesota
$0
3
AWM
3
AE Wealth Management
Kansas
$1.21M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$3M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$97.4M 257,487 +7,065 +3%
Morgan Stanley
2
Morgan Stanley
New York
$81.6M 215,868 +34,949 +19%
AI
3
AdvisorShares Investments
Maryland
$81.3M 214,947 +43,178 +25%
Wells Fargo
4
Wells Fargo
California
$65.8M 173,901 +10,595 +6%
LPL Financial
5
LPL Financial
California
$37.4M 98,793 -723 -0.7%
Bank of America
6
Bank of America
North Carolina
$29.2M 77,238 +3,608 +5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$28.8M 76,038 -15,220 -17%
Ameriprise
8
Ameriprise
Minnesota
$24.9M 65,822 -16,195 -20%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$22.6M 59,656 +35,478 +147%
MTC
10
Matrix Trust Company
Colorado
$19.7M 52,195 -690 -1%
SI
11
Stephens Inc
Arkansas
$19.5M 51,561 -9,927 -16%
RJA
12
Raymond James & Associates
Florida
$18.2M 48,067 +1,388 +3%
Osaic Holdings
13
Osaic Holdings
Arizona
$15.2M 40,299 -2,621 -6%
CFD
14
Creative Financial Designs
Indiana
$14.6M 38,551 +2,493 +7%
KAS
15
Kestra Advisory Services
Texas
$11.2M 29,667 +9,612 +48%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$11.1M 29,240 -1,640 -5%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$10.4M 27,434 +13,125 +92%
LB
18
Leo Brokerage
Texas
$9.99M 26,427 +2,944 +13%
FTUS
19
Flow Traders U.S.
New York
$9.84M 26,010 +26,010 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$9.29M 24,573 -855 -3%
AAS
21
Avantax Advisory Services
Texas
$8.33M 21,999 +4,737 +27%
PAG
22
Private Advisor Group
New Jersey
$8.13M 21,493 -11,926 -36%
PS
23
Portfolio Strategies
New York
$7.06M 18,674 -15,883 -46%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$6.03M 15,940 -127 -0.8%
SPC
25
Sigma Planning Corp
Michigan
$5.34M 14,108 -3,849 -21%
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