We are live on
!
Find out more
iShares Morningstar Mid-Cap Growth ETF
IMCG
IMCG
237 hedge funds and large institutions have $689M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 103 increasing their positions, 62 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
180% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 10
66% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 62
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
5% more funds holding
Funds holding: 226 → 237 (+11)
2.31% less ownership
Funds ownership: 52.99% → 50.68% (-2.3%)
64% less capital invested
Capital invested by funds: $1.94B → $689M (-$1.25B)
Holders
237
Holders Change
+11
Holders Change %
+4.87%
% of All Funds
3.78%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
28
Increased
103
Reduced
62
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
MFG
Marmo Financial Group
Johnson City,
Tennessee
|
+$11.2M |
| 2 |
Morgan Stanley
New York
|
+$9.54M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$4.4M |
| 4 |
OC
Oppenheimer & Co
New York
|
+$4.24M |
| 5 |
FC
Forte Capital
Rochester,
New York
|
+$4.12M |
Top Sellers
| 1 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
-$6.21M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.53M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$4.39M |
| 5 |
FA
Fermata Advisors
Sonoma,
California
|
-$4.08M |
