iShares Morningstar Mid-Cap Growth ETF
IMCG
184 hedge funds and large institutions have $541M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 71 reducing their positions, and 19 closing their positions.
4% less funds holding
Funds holding: 192 → 184 (-8)
17% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 71
32% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 19
33% less capital invested
Capital invested by funds: $804M → $541M (-$263M)
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
299.85% less ownership
Funds ownership: 344.03% → 44.18% (-300%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.34M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$1.96M |
| 3 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$1.44M |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$1.28M |
| 5 |
LB
Leo Brokerage
Hurst,
Texas
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$83.5M |
| 2 |
AI
AdvisorShares Investments
Bethesda,
Maryland
|
-$81.3M |
| 3 |
Morgan Stanley
New York
|
-$56.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$25.2M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$17.5M |
IMCG Hedge Fund Activity: Q2 2021 in Review
184 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q2 2021, worth a combined $541M — down 33% from $804M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of IMCG and 13 opened new positions — a net loss of 6 holders — while 71 trimmed existing stakes and 59 added.
The largest buyer was Old Mission Capital, adding an estimated $2.34M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $83.5M.
- 184 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q2 2021, down from 192 in Q1 2021.
- Funds reported $541M of iShares Morningstar Mid-Cap Growth ETF stock for Q2 2021, down 33% quarter-over-quarter.
- 13 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q2 2021 and 19 closed out, a net change of -6 holders.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q2 2021 was Old Mission Capital, an estimated $2.34M added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q2 2021 was Raymond James Financial Services Advisors, an estimated $83.5M sold.
Based on aggregated 13F filings for Q2 2021.