iShares Morningstar Mid-Cap Growth ETF
IMCG
218 hedge funds and large institutions have $679M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 13 closing their positions.
315% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 13
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
28% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 50
22% more capital invested
Capital invested by funds: $558M → $679M (+$121M)
20% more funds holding
Funds holding: 182 → 218 (+36)
3.14% more ownership
Funds ownership: 44.39% → 47.53% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$26.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.88M |
| 3 |
Morgan Stanley
New York
|
+$8.35M |
| 4 |
SW
Signify Wealth
Saint Louis,
Missouri
|
+$7.33M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$9.01M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.59M |
| 3 |
CWMU
Caliber Wealth Management (Utah)
Orem,
Utah
|
-$2.22M |
| 4 |
CRI
Colonial River Investments
Midlothian,
Virginia
|
-$2.22M |
| 5 |
Barclays
London,
United Kingdom
|
-$1.53M |
IMCG Hedge Fund Activity: Q4 2021 in Review
218 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q4 2021, worth a combined $679M — up 22% from $558M a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new IMCG positions and 13 closed out — a net gain of 41 holders — while 64 added to existing stakes and 50 trimmed.
The largest buyer was Empowered Funds, opening a new position worth an estimated $26.5M. The largest seller was Almanack Investment Partners, exiting entirely with an estimated $9.01M sold.
- 218 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q4 2021, up from 182 in Q3 2021.
- Funds reported $679M of iShares Morningstar Mid-Cap Growth ETF stock for Q4 2021, up 22% quarter-over-quarter.
- 54 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q4 2021 and 13 closed out, a net change of +41 holders.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q4 2021 was Empowered Funds, an estimated $26.5M added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q4 2021 was Almanack Investment Partners, an estimated $9.01M sold.
Based on aggregated 13F filings for Q4 2021.