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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.46M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$4.44M |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$3.06M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.77M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$45.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$14.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$10M |
| 4 |
Morgan Stanley
New York
|
-$6.87M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$6.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UCFA
126
United Capital Financial Advisors
Irving,
Texas
| – | -$71K | -1,740 | Closed |
|
127
UBS AM
Chicago,
Illinois
| – | -$59.6K | -1,470 | Closed |
|
|
GSC
128
G&S Capital
Denver,
Colorado
| – | -$10K | -258 | Closed |
|
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.