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iShares Morningstar Mid-Cap Growth ETF
IMCG
IMCG
226 hedge funds and large institutions have $1.94B invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 61 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
263% more capital invested
Capital invested by funds: $535M → $1.94B (+$1.4B)
88% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 17
44% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 61
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
5% more funds holding
Funds holding: 216 → 226 (+10)
2.87% more ownership
Funds ownership: 50.12% → 52.99% (+2.9%)
Holders
226
Holders Change
+10
Holders Change %
+4.63%
% of All Funds
3.63%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
32
Increased
88
Reduced
61
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.9M |
| 2 |
FC
Forte Capital
Rochester,
New York
|
+$10.7M |
| 3 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$6.69M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$6.12M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.28M |
Top Sellers
| 1 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
-$6.97M |
| 2 |
Morgan Stanley
New York
|
-$5.52M |
| 3 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$2.98M |
| 4 |
TA
Townsend & Associates
Westminster,
Colorado
|
-$2.93M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$2.16M |
