iShares Morningstar Mid-Cap Growth ETF
IMCG
237 hedge funds and large institutions have $712M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 103 increasing their positions, 61 reducing their positions, and 10 closing their positions.
180% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 10
69% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 61
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
10% more capital invested
Capital invested by funds: $648M → $712M (+$64.7M)
5% more funds holding
Funds holding: 226 → 237 (+11)
2.27% less ownership
Funds ownership: 52.95% → 50.68% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Marmo Financial Group
Johnson City,
Tennessee
|
+$11.2M |
| 2 |
Morgan Stanley
New York
|
+$9.54M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$4.4M |
| 4 |
OC
Oppenheimer & Co
New York
|
+$4.24M |
| 5 |
FC
Forte Capital
Rochester,
New York
|
+$4.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
-$6.21M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.53M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$4.39M |
| 5 |
FA
Fermata Advisors
Sonoma,
California
|
-$4.08M |
IMCG Hedge Fund Activity: Q1 2023 in Review
237 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q1 2023, worth a combined $712M — up 10% from $648M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IMCG positions and 10 closed out — a net gain of 18 holders — while 103 added to existing stakes and 61 trimmed.
The largest buyer was Marmo Financial Group, opening a new position worth an estimated $11.2M. The largest seller was Bogart Wealth LLC, cutting an estimated $6.21M.
- 237 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q1 2023, up from 226 in Q4 2022.
- Funds reported $712M of iShares Morningstar Mid-Cap Growth ETF stock for Q1 2023, up 10% quarter-over-quarter.
- 28 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q1 2023 and 10 closed out, a net change of +18 holders.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q1 2023 was Marmo Financial Group, an estimated $11.2M added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q1 2023 was Bogart Wealth LLC, an estimated $6.21M sold.
Based on aggregated 13F filings for Q1 2023.