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iShares Morningstar Mid-Cap Growth ETF
IMCG

294 hedge funds and large institutions have $1.08B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 126 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 78

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0.83% more ownership

Funds ownership: 54.89% → 55.71% (+0.83%)

4% less capital invested

Capital invested by funds: $1.13B → $1.08B (-$49.3M)

2% less funds holding

Funds holding: 299 → 294 (-5)

15% less funds holding in top 10

Funds holding in top 10: 13 → 11 (-2)

Holders
294
Holders Change
-5
Holders Change %
-1.67%
% of All Funds
4.25%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
22
Increased
126
Reduced
78
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$35.2M
2
SFC
Strategic Financial Concepts
Texas
+$14.6M
3
Ameriprise
Ameriprise
Minnesota
+$11M
4
AWM
Avior Wealth Management
Nebraska
+$10.6M
5
ES
Eagle Strategies
New York
+$5.92M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$37.9M
2
CCWM
Correct Capital Wealth Management
Missouri
-$16.3M
3
FC
Forte Capital
New York
-$11.4M
4
EFG
Ethos Financial Group
Pennsylvania
-$8.43M
5
NL
NWAM LLC
Washington
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
26
Steele Capital Management
Iowa
$11.1M -$113K -1,655 -1%
MTC
27
Matrix Trust Company
Colorado
$11.1M -$91.6K -1,347 -0.8%
CWM
28
Capital Wealth Management
Rhode Island
$10.6M +$51.8K +761 +0.5%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$8.95M +$375K +5,510 +4%
SCA
30
Scott Capital Advisors
Oregon
$8.53M -$1.61M -23,709 -16%
ERFOTCOFW
31
Employees Retirement Fund of the City of Fort Worth
Texas
$8.33M – – –
RJA
32
Raymond James & Associates
Florida
$8.09M -$931K -13,696 -10%
E
33
ETFidea
New York
$8.06M – – –
MOS
34
MGO One Seven
Ohio
$7.54M +$30.9K +455 +0.4%
SPIA
35
Steward Partners Investment Advisory
New York
$7.44M +$182K +2,683 +3%
ES
36
Eagle Strategies
New York
$7.41M +$5.92M +87,040 +391%
IIC
37
Integrated Investment Consultants
Michigan
$7.36M – – –
FC
38
Forte Capital
New York
$7.1M -$11.4M -167,033 -61%
PAG
39
Private Advisor Group
New Jersey
$6.63M +$675K +9,931 +11%
C
40
CEDRUS
Colorado
$6.47M +$345K +5,075 +6%
Truist Financial
41
Truist Financial
North Carolina
$6.3M +$122K +1,799 +2%
PP
42
PFS Partners
New Jersey
$6.2M +$92.6K +1,361 +2%
OC
43
Oppenheimer & Co
New York
$6.19M -$348K -5,120 -5%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$6.11M +$929K +13,662 +18%
SPC
45
Sigma Planning Corp
Michigan
$6.03M +$172K +2,526 +3%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$5.76M -$267K -3,920 -4%
BFC
47
Bedel Financial Consulting
Indiana
$5.58M +$97.9K +1,439 +2%
WGCA
48
Wolf Group Capital Advisors
Virginia
$4.82M -$204K -2,994 -4%
NFG
49
Nations Financial Group
Iowa
$4.81M +$1.01M +14,822 +26%
KWM
50
Kingsview Wealth Management
Oregon
$4.67M +$3.37M +49,540 +256%
1
2
3 4 5

IMCG Hedge Fund Activity: Q2 2024 in Review

294 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q2 2024, worth a combined $1.08B — down 4.3% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IMCG positions and 21 closed out — a net gain of 1 holder — while 126 added to existing stakes and 78 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $35.2M. The largest seller was LPL Financial, cutting an estimated $37.9M.

  • 294 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q2 2024, down from 299 in Q1 2024.
  • Funds reported $1.08B of iShares Morningstar Mid-Cap Growth ETF stock for Q2 2024, down 4.3% quarter-over-quarter.
  • 22 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q2 2024 and 21 closed out, a net change of +1 holder.
  • The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q2 2024 was UBS Group, an estimated $35.2M added.
  • The largest iShares Morningstar Mid-Cap Growth ETF seller in Q2 2024 was LPL Financial, an estimated $37.9M sold.

Based on aggregated 13F filings for Q2 2024.