iShares Morningstar Mid-Cap Growth ETF
IMCG
244 hedge funds and large institutions have $789M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 104 increasing their positions, 61 reducing their positions, and 15 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 61
67% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 15
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
11% more capital invested
Capital invested by funds: $712M → $789M (+$76.7M)
3% more funds holding
Funds holding: 237 → 244 (+7)
0.58% less ownership
Funds ownership: 50.68% → 50.1% (-0.58%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$14.9M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$5.54M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.92M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.42M |
| 5 |
Morgan Stanley
New York
|
+$3.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
-$8.43M |
| 2 |
PS
Portfolio Strategies
Monsey,
New York
|
-$5.57M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$4.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$3.71M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.69M |
IMCG Hedge Fund Activity: Q2 2023 in Review
244 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q2 2023, worth a combined $789M — up 11% from $712M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IMCG positions and 15 closed out — a net gain of 10 holders — while 104 added to existing stakes and 61 trimmed.
The largest buyer was Creative Financial Designs, adding an estimated $14.9M. The largest seller was McKinley Carter Wealth Services, cutting an estimated $8.43M.
- 244 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q2 2023, up from 237 in Q1 2023.
- Funds reported $789M of iShares Morningstar Mid-Cap Growth ETF stock for Q2 2023, up 11% quarter-over-quarter.
- 25 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q2 2023 and 15 closed out, a net change of +10 holders.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q2 2023 was Creative Financial Designs, an estimated $14.9M added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q2 2023 was McKinley Carter Wealth Services, an estimated $8.43M sold.
Based on aggregated 13F filings for Q2 2023.