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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
IFG
101
Independent Financial Group
California
$607K +$708 +12 +0.1%
CA
102
Cetera Advisors
Colorado
$595K +$29.7K +504 +6%
HighTower Advisors
103
HighTower Advisors
Illinois
$587K -$35.1K -594 -6%
AF
104
AtlasMark Financial
Texas
$574K – – –
IA
105
IFP Advisors
Florida
$559K +$126K +2,130 +32%
Truist Financial
106
Truist Financial
North Carolina
$550K +$203K +3,438 +66%
Prudential Financial
107
Prudential Financial
New Jersey
$545K +$89.2K +1,512 +21%
MIM
108
MTM Investment Management
South Carolina
$531K +$491K +8,328 New
NL
109
NWAM LLC
Washington
$529K +$489K +8,292 New
ASN
110
Advisory Services Network
Georgia
$520K +$1.77K +30 +0.4%
TPCW
111
TD Private Client Wealth
New York
$477K +$216K +3,660 +96%
FWP
112
Falcon Wealth Planning
California
$475K +$440K +7,458 New
PFS
113
Prospera Financial Services
Texas
$439K +$324K +5,496 +395%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$437K +$708 +12 +0.2%
CAM
115
Cresset Asset Management
Illinois
$425K – – –
RM
116
Resource Management
Louisiana
$402K – – –
WAP
117
Wealthcare Advisory Partners
Pennsylvania
$354K +$328K +5,556 New
GRP
118
Global Retirement Partners
California
$351K +$93.1K +1,578 +40%
TWM
119
Titus Wealth Management
California
$344K – – –
MAFM
120
Mid Atlantic Financial Management
Pennsylvania
$332K +$14.5K +246 +5%
CS
121
Comerica Securities
Michigan
$327K +$69K +1,170 +30%
EIP
122
Ellis Investment Partners
Pennsylvania
$320K – – –
PA
123
Pinnacle Associates
New York
$312K – – –
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$307K +$29.4K +498 +12%
MFW
125
Meristem Family Wealth
Minnesota
$306K – – –
3 4
5
6 7

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.