iShares Morningstar Mid-Cap Growth ETF
IMCG
182 hedge funds and large institutions have $558M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 15 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
21% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 52
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
3% more capital invested
Capital invested by funds: $541M → $558M (+$17.1M)
0.21% more ownership
Funds ownership: 44.18% → 44.39% (+0.21%)
1% less funds holding
Funds holding: 184 → 182 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$12.3M |
| 2 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$9.24M |
| 3 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
+$9.03M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.63M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MTC
Matrix Trust Company
Denver,
Colorado
|
-$9.34M |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$2.77M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.68M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.21M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.2M |
IMCG Hedge Fund Activity: Q3 2021 in Review
182 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q3 2021, worth a combined $558M — up 3.2% from $541M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IMCG positions and 15 closed out — a net gain of 2 holders — while 63 added to existing stakes and 52 trimmed.
The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $12.3M. The largest seller was Matrix Trust Company, cutting an estimated $9.34M.
- 182 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q3 2021, down from 184 in Q2 2021.
- Funds reported $558M of iShares Morningstar Mid-Cap Growth ETF stock for Q3 2021, up 3.2% quarter-over-quarter.
- 17 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q3 2021 and 15 closed out, a net change of +2 holders.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q3 2021 was Redhawk Wealth Advisors, an estimated $12.3M added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q3 2021 was Matrix Trust Company, an estimated $9.34M sold.
Based on aggregated 13F filings for Q3 2021.