iShares Morningstar Mid-Cap Growth ETF
IMCG
192 hedge funds and large institutions have $804M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 17 closing their positions.
41% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 17
4% more funds holding
Funds holding: 185 → 192 (+7)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
18% less capital invested
Capital invested by funds: $978M → $804M (-$175M)
18% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 66
39.39% less ownership
Funds ownership: 383.41% → 344.03% (-39%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
AdvisorShares Investments
Bethesda,
Maryland
|
+$16.8M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$13.8M |
| 3 |
Morgan Stanley
New York
|
+$13.6M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$10.1M |
| 5 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
+$5.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
-$65.7M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$29.3M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$29M |
| 4 |
Goldman Sachs
New York
|
-$12.4M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$10.5M |
IMCG Hedge Fund Activity: Q1 2021 in Review
192 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q1 2021, worth a combined $804M — down 18% from $978M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IMCG positions and 17 closed out — a net gain of 7 holders — while 54 added to existing stakes and 66 trimmed.
The largest buyer was AdvisorShares Investments, adding an estimated $16.8M. The largest seller was Dorsey Wright & Associates, exiting entirely with an estimated $65.7M sold.
- 192 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q1 2021, up from 185 in Q4 2020.
- Funds reported $804M of iShares Morningstar Mid-Cap Growth ETF stock for Q1 2021, down 18% quarter-over-quarter.
- 24 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q1 2021 and 17 closed out, a net change of +7 holders.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q1 2021 was AdvisorShares Investments, an estimated $16.8M added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q1 2021 was Dorsey Wright & Associates, an estimated $65.7M sold.
Based on aggregated 13F filings for Q1 2021.