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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

180 hedge funds and large institutions have $557M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 15 closing their positions.

Holders
180
Holders Change
-2
Holders Change %
-1.1%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
17
Increased
63
Reduced
51
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$12M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$9.01M
3
FTS
3
Fifth Third Securities
Ohio
$8.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.9M
5
LPL Financial
5
LPL Financial
California
$33.2M

Top Sellers

1
MTC
1
Matrix Trust Company
Colorado
$11.9M
2
JWCA
2
J.W. Cole Advisors
Florida
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
PAG
4
Private Advisor Group
New Jersey
$1.13M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$11M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$44.1M 639,614 -21,801 -3%
UBS Group
2
UBS Group
Switzerland
$37.1M 539,095 -10,667 -2%
LPL Financial
3
LPL Financial
California
$33.2M 482,661 +55,914 +13%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$31.9M 463,496 -8,621 -2%
Morgan Stanley
5
Morgan Stanley
New York
$30M 434,893 -7,328 -2%
Ameriprise
6
Ameriprise
Minnesota
$29.1M 421,994 +27,111 +7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$22.4M 325,482 +45,654 +16%
CFD
8
Creative Financial Designs
Indiana
$18.6M 269,760 +37,274 +16%
Bank of America
9
Bank of America
North Carolina
$16.8M 243,911 +587 +0.2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$14.9M 216,864 +79,741 +58%
SI
11
Stephens Inc
Arkansas
$14.2M 205,985 -6,338 -3%
LB
12
Leo Brokerage
Texas
$12.3M 178,739 +1,257 +0.7%
RWA
13
Redhawk Wealth Advisors
Minnesota
$12M 174,462 +174,462 New
MTC
14
Matrix Trust Company
Colorado
$11.9M 172,381 -132,205 -43%
Osaic Holdings
15
Osaic Holdings
Arizona
$11M 160,166 -31,193 -16%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$10.8M 157,072 -8,636 -5%
AAS
17
Avantax Advisory Services
Texas
$10.3M 150,095 +3,559 +2%
AIP
18
Almanack Investment Partners
Pennsylvania
$9.01M 130,781 +130,781 New
FTS
19
Fifth Third Securities
Ohio
$8.8M 127,813 +127,813 New
KAS
20
Kestra Advisory Services
Texas
$8.15M 118,256 +677 +0.6%
PS
21
Portfolio Strategies
New York
$7.63M 110,793 -481 -0.4%
RJA
22
Raymond James & Associates
Florida
$7.52M 109,159 +2,834 +3%
SA
23
Stewardship Advisors
Pennsylvania
$7.28M 105,647 +50,604 +92%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$7M 101,553 -23,836 -19%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$6.96M 101,106 +2,831 +3%
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