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iShares Morningstar Mid-Cap Growth ETF
IMCG

185 hedge funds and large institutions have $978M invested in iShares Morningstar Mid-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 68 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

94% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 35

49% more capital invested

Capital invested by funds: $658M → $978M (+$319M)

19% more funds holding

Funds holding: 156 → 185 (+29)

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

11.48% more ownership

Funds ownership: 371.93% → 383.41% (+11%)

Holders
185
Holders Change
+29
Holders Change %
+18.59%
% of All Funds
3.27%
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
68
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$26.4M
2
SS
Simplicity Solutions
Minnesota
+$25.9M
3
AI
AdvisorShares Investments
Maryland
+$8.76M
4
DWA
Dorsey Wright & Associates
California
+$8.76M
5
Morgan Stanley
Morgan Stanley
New York
+$6.92M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$8.04M
2
AIP
Almanack Investment Partners
Pennsylvania
-$6.97M
3
Ameriprise
Ameriprise
Minnesota
-$6.8M
4
SL
Systelligence LLC
Minnesota
-$6.32M
5
PFA
Pinnacle Family Advisors
Missouri
-$4.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
LB
26
Leo Brokerage
Texas
$8.98M -$3M -50,826 -27%
KAS
27
Kestra Advisory Services
Texas
$7.67M -$200K -3,390 -3%
SPC
28
Sigma Planning Corp
Michigan
$6.87M +$2.09M +35,418 +49%
AAS
29
Avantax Advisory Services
Texas
$6.62M -$8.04M -136,200 -57%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$6.14M +$1.17M +19,866 +26%
Comerica Bank
31
Comerica Bank
Texas
$5.91M -$729K -12,360 -12%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$5.47M -$336K -5,694 -6%
EH
33
Equitable Holdings
New York
$5.34M +$475K +8,046 +11%
RA
34
RiverTree Advisors
Florida
$5.15M +$4.77M +80,760 New
FAIM
35
Financial Advocates Investment Management
Washington
$5.03M +$40K +678 +0.9%
MWM
36
Mattern Wealth Management
Kansas
$5.02M +$16.3K +276 +0.4%
SAM
37
Summit Asset Management
Tennessee
$4.96M -$152K -2,574 -3%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$4.49M – – –
MHS
39
M Holdings Securities
Oregon
$4.07M -$62.7K -1,062 -2%
SA
40
Stewardship Advisors
Pennsylvania
$3.98M +$3.68M +62,442 New
Creative Planning
41
Creative Planning
Kansas
$3.88M +$180K +3,048 +5%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$3.65M – – –
AW
43
ACG Wealth
Georgia
$3.34M -$1.32M -22,326 -30%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$3.29M +$3.05M +51,618 New
RA
45
Rodgers & Associates
Pennsylvania
$3.2M +$2.96M +50,148 New
MML Investors Services
46
MML Investors Services
Massachusetts
$3.12M -$58.1K -984 -2%
Stifel Financial
47
Stifel Financial
Missouri
$3.06M +$1.78M +30,126 +168%
OWA
48
Outlook Wealth Advisors
Texas
$2.91M +$1.08M +18,312 +67%
CMP
49
Courage Miller Partners
Virginia
$2.79M -$472K -7,998 -15%
CWMU
50
Caliber Wealth Management (Utah)
Utah
$2.65M +$2.46M +41,610 New
1
2
3 4 5

IMCG Hedge Fund Activity: Q4 2020 in Review

185 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q4 2020, worth a combined $978M — up 49% from $658M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IMCG positions and 7 closed out — a net gain of 31 holders — while 68 added to existing stakes and 35 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $26.4M. The largest seller was Avantax Advisory Services, cutting an estimated $8.04M.

  • 185 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q4 2020, up from 156 in Q3 2020.
  • Funds reported $978M of iShares Morningstar Mid-Cap Growth ETF stock for Q4 2020, up 49% quarter-over-quarter.
  • 38 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q4 2020 and 7 closed out, a net change of +31 holders.
  • The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q4 2020 was AE Wealth Management, an estimated $26.4M added.
  • The largest iShares Morningstar Mid-Cap Growth ETF seller in Q4 2020 was Avantax Advisory Services, an estimated $8.04M sold.

Based on aggregated 13F filings for Q4 2020.