iShares Morningstar Mid-Cap Growth ETF
IMCG
141 hedge funds and large institutions have $408M invested in iShares Morningstar Mid-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 11 closing their positions.
245% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 11
124% more capital invested
Capital invested by funds: $182M → $408M (+$226M)
69% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 26
24% more funds holding
Funds holding: 114 → 141 (+27)
22.01% more ownership
Funds ownership: 290.8% → 312.8% (+22%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$42.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$18.8M |
| 3 |
Morgan Stanley
New York
|
+$17.5M |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$10.5M |
| 5 |
PS
Portfolio Strategies
Monsey,
New York
|
+$8.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$18.8M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$3.82M |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$3.2M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.56M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.35M |
IMCG Hedge Fund Activity: Q2 2020 in Review
141 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q2 2020, worth a combined $408M — up 124% from $182M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new IMCG positions and 11 closed out — a net gain of 27 holders — while 44 added to existing stakes and 26 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $42.7M. The largest seller was Osaic Holdings, cutting an estimated $18.8M.
- 141 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q2 2020, up from 114 in Q1 2020.
- Funds reported $408M of iShares Morningstar Mid-Cap Growth ETF stock for Q2 2020, up 124% quarter-over-quarter.
- 38 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q2 2020 and 11 closed out, a net change of +27 holders.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q2 2020 was Raymond James Financial Services Advisors, an estimated $42.7M added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q2 2020 was Osaic Holdings, an estimated $18.8M sold.
Based on aggregated 13F filings for Q2 2020.