We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF

156 hedge funds and large institutions have $658M invested in iShares Morningstar Mid-Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

83% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 30

61% more capital invested

Capital invested by funds: $408M → $658M (+$250M)

59.13% more ownership

Funds ownership: 312.8%371.93% (+59%)

11% more funds holding

Funds holding: 141156 (+15)

Holders
156
Holders Change
+15
Holders Change %
+10.64%
% of All Funds
3.15%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
26
Increased
55
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$75.3M +$15.3M +292,884 +26%
Morgan Stanley
2
Morgan Stanley
New York
$51.7M +$11.1M +213,750 +28%
Wells Fargo
3
Wells Fargo
California
$49.3M +$17.5M +335,208 +57%
DWA
4
Dorsey Wright & Associates
California
$47.1M +$46M +882,090 New
Ameriprise
5
Ameriprise
Minnesota
$32.4M +$798K +15,300 +3%
LPL Financial
6
LPL Financial
California
$27.4M +$10.1M +193,524 +61%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$27M +$12.3M +236,724 +88%
UBS Group
8
UBS Group
Switzerland
$26.3M +$4.1M +78,726 +19%
Bank of America
9
Bank of America
North Carolina
$19M +$8.71M +167,076 +88%
SI
10
Stephens Inc
Arkansas
$18.7M +$1.45M +27,834 +9%
MTC
11
Matrix Trust Company
Colorado
$17.2M +$72.3K +1,386 +0.4%
AAS
12
Avantax Advisory Services
Texas
$12.8M +$8.06M +154,506 +181%
RJA
13
Raymond James & Associates
Florida
$12.8M +$7.67M +147,210 +161%
Osaic Holdings
14
Osaic Holdings
Arizona
$12.1M +$6.43M +123,390 +119%
PS
15
Portfolio Strategies
New York
$10.7M +$33.8K +648 +0.3%
CFD
16
Creative Financial Designs
Indiana
$10.5M +$8.9M +170,694 +638%
Goldman Sachs
17
Goldman Sachs
New York
$10.4M
LB
18
Leo Brokerage
Texas
$9.37M +$10M +191,724 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$8.42M +$1.32M +25,410 +19%
PAG
20
Private Advisor Group
New Jersey
$8.26M +$7.7M +147,780 +2,129%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$8.09M +$1.17M +22,452 +17%
SL
22
Systelligence LLC
Minnesota
$7.72M -$1.95M -37,440 -21%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$7.49M +$4.04M +77,484 +123%
AIP
24
Almanack Investment Partners
Pennsylvania
$6.86M +$6.34M +121,650 New
KAS
25
Kestra Advisory Services
Texas
$6.63M +$6.45M +123,720 New

IMCG Hedge Fund Activity: Q3 2020 in Review

156 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q3 2020, worth a combined $658M — up 61% from $408M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IMCG positions and 8 closed out — a net gain of 18 holders — while 55 added to existing stakes and 30 trimmed.

The largest buyer was AdvisorShares Investments, opening a new position worth an estimated $46M. The largest seller was Susquehanna International Group, cutting an estimated $7.21M.

  • 156 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q3 2020, up from 141 in Q2 2020.
  • Funds reported $658M of iShares Morningstar Mid-Cap Growth ETF stock for Q3 2020, up 61% quarter-over-quarter.
  • 26 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q3 2020 and 8 closed out, a net change of +18 holders.
  • The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q3 2020 was AdvisorShares Investments, an estimated $46M added.
  • The largest iShares Morningstar Mid-Cap Growth ETF seller in Q3 2020 was Susquehanna International Group, an estimated $7.21M sold.

Based on aggregated 13F filings for Q3 2020.