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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$26.4M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$25.9M |
| 3 |
AI
AdvisorShares Investments
Bethesda,
Maryland
|
+$8.76M |
| 4 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
+$8.76M |
| 5 |
Morgan Stanley
New York
|
+$6.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$8.04M |
| 2 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$6.97M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.8M |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$6.32M |
| 5 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
-$4.81M |
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.