iShares Morningstar Mid-Cap Growth ETF
IMCG
114 hedge funds and large institutions have $182M invested in iShares Morningstar Mid-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 38 reducing their positions, and 21 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
23.13% more ownership
Funds ownership: 267.67% → 290.8% (+23%)
5% less funds holding
Funds holding: 120 → 114 (-6)
19% less capital invested
Capital invested by funds: $225M → $182M (-$42.4M)
19% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 21
32% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$5.58M |
| 2 |
Goldman Sachs
New York
|
+$5.54M |
| 3 |
Morgan Stanley
New York
|
+$4.58M |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$3.81M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$3.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$5.66M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.37M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.79M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$3.63M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.63M |
IMCG Hedge Fund Activity: Q1 2020 in Review
114 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q1 2020, worth a combined $182M — down 19% from $225M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of IMCG and 17 opened new positions — a net loss of 4 holders — while 38 trimmed existing stakes and 26 added.
The largest buyer was Wells Fargo, adding an estimated $5.58M. The largest seller was Private Advisor Group, cutting an estimated $5.66M.
- 114 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q1 2020, down from 120 in Q4 2019.
- Funds reported $182M of iShares Morningstar Mid-Cap Growth ETF stock for Q1 2020, down 19% quarter-over-quarter.
- 17 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q1 2020 and 21 closed out, a net change of -4 holders.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q1 2020 was Wells Fargo, an estimated $5.58M added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q1 2020 was Private Advisor Group, an estimated $5.66M sold.
Based on aggregated 13F filings for Q1 2020.