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iShares Morningstar Mid-Cap Growth ETF
IMCG

Overview Fund Activity

216 hedge funds and large institutions have $678M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 63 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
216
Holders Change
+36
Holders Change %
+20%
% of All Funds
3.34%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
54
Increased
63
Reduced
50
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EF
1
Empowered Funds
Pennsylvania
$26.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$9.69M
3
E
3
ETFidea
New York
$9.29M
4
Ameriprise
4
Ameriprise
Minnesota
$39.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$40.3M

Top Sellers

1
AIP
1
Almanack Investment Partners
Pennsylvania
$0
2
Bank of America
2
Bank of America
North Carolina
$15.3M
3
CWMU
3
Caliber Wealth Management (Utah)
Utah
$0
4
CRI
4
Colonial River Investments
Virginia
$0
5
Barclays
5
Barclays
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$47.6M 649,871 +10,257 +2%
UBS Group
2
UBS Group
Switzerland
$40.5M 552,566 +13,471 +2%
Morgan Stanley
3
Morgan Stanley
New York
$40.3M 549,717 +114,824 +26%
Ameriprise
4
Ameriprise
Minnesota
$39.7M 544,103 +122,109 +29%
LPL Financial
5
LPL Financial
California
$37.3M 509,549 +26,888 +6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$34.3M 468,383 +4,887 +1%
EF
7
Empowered Funds
Pennsylvania
$26.7M 364,388 +364,388 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$22.9M 312,405 -13,077 -4%
CFD
9
Creative Financial Designs
Indiana
$20M 273,720 +3,960 +1%
SI
10
Stephens Inc
Arkansas
$16.3M 223,121 +17,136 +8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$16.3M 222,087 +5,223 +2%
Bank of America
12
Bank of America
North Carolina
$15.3M 208,312 -35,599 -15%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$13.2M 180,327 +23,255 +15%
RWA
14
Redhawk Wealth Advisors
Minnesota
$13.1M 178,654 +4,192 +2%
MTC
15
Matrix Trust Company
Colorado
$12.6M 171,742 -639 -0.4%
AAS
16
Avantax Advisory Services
Texas
$11.6M 158,659 +8,564 +6%
KAS
17
Kestra Advisory Services
Texas
$11.4M 155,308 +37,052 +31%
Osaic Holdings
18
Osaic Holdings
Arizona
$11.1M 151,635 -8,531 -5%
FTS
19
Fifth Third Securities
Ohio
$9.87M 134,691 +6,878 +5%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$9.69M 132,344 +132,344 New
E
21
ETFidea
New York
$9.29M 126,798 +126,798 New
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$8.56M 116,926 +15,373 +15%
SA
23
Stewardship Advisors
Pennsylvania
$8.33M 113,755 +8,108 +8%
PS
24
Portfolio Strategies
New York
$8.07M 110,072 -721 -0.7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$7.52M 102,679 +1,573 +2%
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