iShares Morningstar Mid-Cap Growth ETF
IMCG
217 hedge funds and large institutions have $484M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 74 reducing their positions, and 33 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
0.8% more ownership
Funds ownership: 46.87% → 47.66% (+0.8%)
9% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 33
9% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 74
2% less funds holding
Funds holding: 221 → 217 (-4)
17% less capital invested
Capital invested by funds: $581M → $484M (-$97.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
+$19.8M |
| 2 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$18.4M |
| 3 |
RA
Rodgers & Associates
Lancaster,
Pennsylvania
|
+$4.28M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.77M |
| 5 |
IIC
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
+$2.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$10.6M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$9.11M |
| 3 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$8.68M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$5.96M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$4.06M |
IMCG Hedge Fund Activity: Q2 2022 in Review
217 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q2 2022, worth a combined $484M — down 17% from $581M a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of IMCG and 30 opened new positions — a net loss of 3 holders — while 74 trimmed existing stakes and 67 added.
The largest buyer was First Horizon Advisors, adding an estimated $19.8M. The largest seller was Wells Fargo, cutting an estimated $10.6M.
- 217 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q2 2022, down from 221 in Q1 2022.
- Funds reported $484M of iShares Morningstar Mid-Cap Growth ETF stock for Q2 2022, down 17% quarter-over-quarter.
- 30 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q2 2022 and 33 closed out, a net change of -3 holders.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q2 2022 was First Horizon Advisors, an estimated $19.8M added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q2 2022 was Wells Fargo, an estimated $10.6M sold.
Based on aggregated 13F filings for Q2 2022.