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iShares Morningstar Mid-Cap Growth ETF
IMCG
IMCG
296 hedge funds and large institutions have $1.14B invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 104 increasing their positions, 71 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
282% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 17
50% more funds holding in top 10
Funds holding in top 10: 10 → 15 (+5)
46% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 71
43% more capital invested
Capital invested by funds: $799M → $1.14B (+$343M)
18% more funds holding
Funds holding: 251 → 296 (+45)
7.13% more ownership
Funds ownership: 52.65% → 59.77% (+7.1%)
Holders
296
Holders Change
+45
Holders Change %
+17.93%
% of All Funds
4.32%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
65
Increased
104
Reduced
71
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AssetMark Inc
Concord,
California
|
+$57.5M |
| 2 |
Morgan Stanley
New York
|
+$55M |
| 3 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$10.4M |
| 4 |
LPL Financial
San Diego,
California
|
+$9.92M |
| 5 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
+$8.96M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
301
SeaCrest Wealth Management
Purchase,
New York
| – | -$271K | -4,743 | Closed |
|
302
Renaissance Technologies
New York
| – | -$263K | -4,600 | Closed |
|
|
D
303
Dentgroup
Baton Rouge,
Louisiana
| – | -$222K | -3,883 | Closed |
|
|
PP
304
Patron Partners
Houston,
Texas
| – | -$216K | -3,782 | Closed |
|
|
SI
305
Stephens Inc
Little Rock,
Arkansas
| – | -$200K | -3,507 | Closed |
|
|
CWP
306
Concord Wealth Partners
Abingdon,
Virginia
| – | -$95.8K | -1,677 | Closed |
|
|
BBHC
307
Brown Brothers Harriman & Co
New York
| – | -$41.9K | -734 | Closed |
|
|
SSWM
308
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| – | -$33.9K | -593 | Closed |
|
|
FIA
309
FNY Investment Advisers
New York
| – | -$28K | -500 | Closed |
|
310
Jones Financial Companies
Des Peres,
Missouri
| – | -$20.6K | -360 | Closed |
|
|
RIA
311
Realta Investment Advisors
Wilmington,
Delaware
| – | -$18.4K | -301 | Closed |
|
312
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$10.1K | -178 | Closed |
|
|
BA
313
Ballast Advisors
Woodbury,
Minnesota
| – | -$6.86K | -120 | Closed |
|