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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
CWM
51
Capital Wealth Management
Rhode Island
$2.53M +$53.5K +906 +2%
AWA
52
Arete Wealth Advisors
Illinois
$2.52M +$664K +11,250 +39%
TC
53
TAP Consulting
Missouri
$2.46M -$147K -2,484 -6%
LAS
54
Lloyd Advisory Services
Georgia
$2.45M +$2.27M +38,448 New
SL
55
Systelligence LLC
Minnesota
$2.39M -$6.32M -107,124 -74%
TA
56
Townsend & Associates
Colorado
$2.37M +$60.2K +1,020 +3%
DADC
57
D.A. Davidson & Co
Montana
$2.36M +$33.6K +570 +2%
CA
58
Calton & Associates
Florida
$2.31M +$2.13M +36,156 New
KA
59
Kovack Advisors
Florida
$2.22M +$173K +2,928 +9%
PWM
60
Provident Wealth Management
Tennessee
$2.16M +$18.4K +312 +0.9%
DWMG
61
DB Wealth Management Group
California
$2.14M +$1.98M +33,534 New
GIA
62
Gladstone Institutional Advisory
Florida
$1.97M +$1.82M +30,852 New
PAIM
63
Punch & Associates Investment Management
Minnesota
$1.92M +$354 +6 +0%
AI
64
Atria Investments
North Carolina
$1.87M +$260K +4,398 +18%
EP
65
Eudaimonia Partners
Tennessee
$1.8M +$11K +186 +0.7%
PA
66
PFG Advisors
Arizona
$1.73M +$195K +3,306 +14%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$1.72M +$164K +2,772 +11%
JWCA
68
J.W. Cole Advisors
Florida
$1.62M -$226K -3,834 -13%
GIA
69
GHP Investment Advisors
Colorado
$1.61M -$67.6K -1,146 -4%
NCM
70
Neumann Capital Management
California
$1.53M – – –
RW
71
Rede Wealth
Virginia
$1.47M +$1.36M +23,100 New
MWM
72
Merriman Wealth Management
Washington
$1.41M -$25.8K -438 -2%
FFN
73
Focus Financial Network
Minnesota
$1.34M +$752K +12,744 +153%
MCC
74
Money Concepts Capital
Florida
$1.33M +$1.23M +20,892 New
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$1.25M +$383K +6,498 +50%
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.