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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
HFA
126
High Falls Advisors
New York
$306K +$283K +4,800 New
VA
127
Valmark Advisers
Ohio
$286K -$1.95M -33,030 -88%
BAMG
128
Brand Asset Management Group
Missouri
$282K – – –
AMG
129
Asset Management Group
Connecticut
$279K +$354 +6 +0.1%
CIBC World Market
130
CIBC World Market
Ontario, Canada
$272K +$252K +4,266 New
Brown Advisory
131
Brown Advisory
Maryland
$270K – – –
BAM
132
Belpointe Asset Management
Nevada
$267K -$20.5K -348 -8%
MCM
133
MAI Capital Management
Ohio
$262K – – –
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$255K -$2.48K -42 -1%
IA
135
IFG Advisory
Georgia
$253K -$48.5K -822 -17%
ICP
136
Interchange Capital Partners
Pennsylvania
$242K +$224K +3,804 New
NFG
137
Next Financial Group
Texas
$233K -$181K -3,066 -46%
LFF
138
Level Four Financial
Texas
$233K +$216K +3,654 New
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
$227K +$210K +3,558 New
AIP
140
Almanack Investment Partners
Pennsylvania
$222K -$6.97M -118,164 -97%
PMG
141
ProVise Management Group
Florida
$218K +$201K +3,414 New
CAN
142
Cetera Advisor Networks
California
$218K +$202K +3,426 New
DAM
143
Delta Asset Management
Tennessee
$214K – – –
Bank of New York Mellon
144
Bank of New York Mellon
New York
$207K -$177K -3,000 -48%
PPA
145
Parametric Portfolio Associates
Washington
$202K +$187K +3,174 New
CF
146
Centaurus Financial
California
$194K +$708 +12 +0.4%
FHA
147
First Horizon Advisors
Tennessee
$189K – – –
SJIM
148
St. Johns Investment Management
Florida
$178K – – –
GWM
149
Geneos Wealth Management
Colorado
$160K – – –
HI
150
Hudock Inc
Pennsylvania
$130K – – –
4 5
6
7 8

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.