iShares Morningstar Mid-Cap Growth ETF
IMCG
156 hedge funds and large institutions have $658M invested in iShares Morningstar Mid-Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 30 reducing their positions, and 8 closing their positions.
225% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 8
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
83% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 30
61% more capital invested
Capital invested by funds: $408M → $658M (+$250M)
59.13% more ownership
Funds ownership: 312.8% → 371.93% (+59%)
11% more funds holding
Funds holding: 141 → 156 (+15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
AdvisorShares Investments
Bethesda,
Maryland
|
+$46M |
| 2 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
+$46M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$17.5M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$15.3M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$7.21M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$5.28M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$2.8M |
| 4 |
PWM
Provident Wealth Management
Brentwood,
Tennessee
|
-$2.51M |
| 5 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$1.95M |
IMCG Hedge Fund Activity: Q3 2020 in Review
156 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q3 2020, worth a combined $658M — up 61% from $408M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IMCG positions and 8 closed out — a net gain of 18 holders — while 55 added to existing stakes and 30 trimmed.
The largest buyer was AdvisorShares Investments, opening a new position worth an estimated $46M. The largest seller was Susquehanna International Group, cutting an estimated $7.21M.
- 156 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q3 2020, up from 141 in Q2 2020.
- Funds reported $658M of iShares Morningstar Mid-Cap Growth ETF stock for Q3 2020, up 61% quarter-over-quarter.
- 26 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q3 2020 and 8 closed out, a net change of +18 holders.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q3 2020 was AdvisorShares Investments, an estimated $46M added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q3 2020 was Susquehanna International Group, an estimated $7.21M sold.
Based on aggregated 13F filings for Q3 2020.