We are live on ! Find out more
IMCG icon

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
156
Holders Change
+15
Holders Change %
+10.64%
% of All Funds
3.15%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
26
Increased
55
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AI
AdvisorShares Investments
Maryland
+$46M
2
DWA
Dorsey Wright & Associates
California
+$46M
3
Wells Fargo
Wells Fargo
California
+$17.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$15.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$12.3M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.21M
2
MML Investors Services
MML Investors Services
Massachusetts
-$5.28M
3
AI
Atria Investments
North Carolina
-$2.8M
4
PWM
Provident Wealth Management
Tennessee
-$2.51M
5
SL
Systelligence LLC
Minnesota
-$1.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAFM
101
Mid Atlantic Financial Management
Pennsylvania
$287K +$4.69K +90 +2%
Truist Financial
102
Truist Financial
North Carolina
$277K -$66K -1,266 -20%
EIP
103
Ellis Investment Partners
Pennsylvania
$267K – – –
PA
104
Pinnacle Associates
New York
$261K +$4.69K +90 +2%
IA
105
IFG Advisory
Georgia
$256K – – –
MFW
106
Meristem Family Wealth
Minnesota
$256K – – –
BAM
107
Belpointe Asset Management
Nevada
$242K -$498K -9,552 -68%
BAMG
108
Brand Asset Management Group
Missouri
$236K – – –
AMG
109
Asset Management Group
Connecticut
$234K – – –
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$230K +$27.5K +528 +14%
Brown Advisory
111
Brown Advisory
Maryland
$226K – – –
MCM
112
MAI Capital Management
Ohio
$220K – – –
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$217K – – –
CS
114
Comerica Securities
Michigan
$212K +$207K +3,966 New
GRP
115
Global Retirement Partners
California
$210K +$201K +3,846 +4,579%
TPCW
116
TD Private Client Wealth
New York
$204K +$200K +3,828 New
DAM
117
Delta Asset Management
Tennessee
$179K – – –
CF
118
Centaurus Financial
California
$162K -$428K -8,208 -73%
FHA
119
First Horizon Advisors
Tennessee
$158K – – –
SJIM
120
St. Johns Investment Management
Florida
$149K – – –
GWM
121
Geneos Wealth Management
Colorado
$134K – – –
TAIM
122
TD Ameritrade Investment Management
Nebraska
$117K -$30K -576 -21%
HI
123
Hudock Inc
Pennsylvania
$108K – – –
PFS
124
Prospera Financial Services
Texas
$74K +$72.6K +1,392 New
BWA
125
Burt Wealth Advisors
Maryland
$71K -$8.45K -162 -11%
3 4
5
6 7

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.