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iShares Morningstar Mid-Cap Growth ETF
IMCG

120 hedge funds and large institutions have $225M invested in iShares Morningstar Mid-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 20 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 9

24% more funds holding

Funds holding: 97 → 120 (+23)

21% less capital invested

Capital invested by funds: $283M → $225M (-$58.4M)

26.21% less ownership

Funds ownership: 293.87% → 267.67% (-26%)

44% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 36

Holders
120
Holders Change
+23
Holders Change %
+23.71%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
20
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$4.46M
2
SS
Simplicity Solutions
Minnesota
+$4.44M
3
EF
Empowered Funds
Pennsylvania
+$3.06M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.77M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$45.7M
2
Wells Fargo
Wells Fargo
California
-$14.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$10M
4
Morgan Stanley
Morgan Stanley
New York
-$6.87M
5
Bank of America
Bank of America
North Carolina
-$6.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
76
Titus Wealth Management
California
$256K – – –
EIP
77
Ellis Investment Partners
Pennsylvania
$241K -$83.1K -1,980 -27%
FFN
78
Focus Financial Network
Minnesota
$225K -$11.1K -264 -5%
HFA
79
High Falls Advisors
New York
$210K +$201K +4,800 New
IA
80
IFG Advisory
Georgia
$210K +$201K +4,800 New
MFW
81
Meristem Family Wealth
Minnesota
$210K +$201K +4,800 New
AWA
82
Arete Wealth Advisors
Illinois
$209K -$19.6K -468 -9%
BAMG
83
Brand Asset Management Group
Missouri
$194K – – –
APA
84
American Portfolios Advisors
New York
$181K +$71.5K +1,704 +70%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$177K +$48.8K +1,164 +41%
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$166K +$159K +3,786 New
DAM
87
Delta Asset Management
Tennessee
$147K – – –
FHA
88
First Horizon Advisors
Tennessee
$130K – – –
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$127K – – –
SJIM
90
St. Johns Investment Management
Florida
$122K – – –
GIP
91
Granite Investment Partners
California
$101K +$92.1K +2,196 New
S
92
SignatureFD
Georgia
$101K +$96.9K +2,310 New
CAL
93
Capital Advisors Ltd
Ohio
$83K – – –
IF
94
Ironwood Financial
Arizona
$61K -$3.52K -84 -6%
TL
95
TrueWealth LLC
Georgia
$57K – – –
TA
96
TFG Advisers
Michigan
$57K +$54.6K +1,302 New
JP Morgan Chase
97
JP Morgan Chase
New York
$53K – – –
GEA
98
Glen Eagle Advisors
New Jersey
$47.3K – – –
AIC
99
Archer Investment Corporation
Indiana
$43K +$41K +978 New
MFT
100
Moisand Fitzgerald Tamayo
Florida
$34K – – –
2 3
4
5 6

IMCG Hedge Fund Activity: Q4 2019 in Review

120 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q4 2019, worth a combined $225M — down 21% from $283M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IMCG positions and 9 closed out — a net gain of 23 holders — while 20 added to existing stakes and 36 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $4.46M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $45.7M.

  • 120 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q4 2019, up from 97 in Q3 2019.
  • Funds reported $225M of iShares Morningstar Mid-Cap Growth ETF stock for Q4 2019, down 21% quarter-over-quarter.
  • 32 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q4 2019 and 9 closed out, a net change of +23 holders.
  • The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q4 2019 was AE Wealth Management, an estimated $4.46M added.
  • The largest iShares Morningstar Mid-Cap Growth ETF seller in Q4 2019 was Raymond James Financial Services Advisors, an estimated $45.7M sold.

Based on aggregated 13F filings for Q4 2019.