iShares Morningstar Mid-Cap Growth ETF
IMCG
251 hedge funds and large institutions have $799M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 104 increasing their positions, 53 reducing their positions, and 17 closing their positions.
96% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 53
53% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 17
3% more funds holding
Funds holding: 244 → 251 (+7)
2.55% more ownership
Funds ownership: 50.1% → 52.65% (+2.5%)
1% more capital invested
Capital invested by funds: $789M → $799M (+$9.58M)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.81M |
| 2 |
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
|
+$7.42M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.57M |
| 4 |
FA
Fermata Advisors
Sonoma,
California
|
+$3.67M |
| 5 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$3.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$3.77M |
| 2 |
NCMW
Northern Capital Management (Washington)
Spokane,
Washington
|
-$3.25M |
| 3 |
Jane Street
New York
|
-$1.99M |
| 4 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$1.47M |
| 5 |
DI
DFPG Investments
Sandy,
Utah
|
-$1.24M |
IMCG Hedge Fund Activity: Q3 2023 in Review
251 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q3 2023, worth a combined $799M — up 1.2% from $789M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IMCG positions and 17 closed out — a net gain of 9 holders — while 104 added to existing stakes and 53 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.81M. The largest seller was Equitable Holdings, cutting an estimated $3.77M.
- 251 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q3 2023, up from 244 in Q2 2023.
- Funds reported $799M of iShares Morningstar Mid-Cap Growth ETF stock for Q3 2023, up 1.2% quarter-over-quarter.
- 26 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q3 2023 and 17 closed out, a net change of +9 holders.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q3 2023 was Morgan Stanley, an estimated $7.81M added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q3 2023 was Equitable Holdings, an estimated $3.77M sold.
Based on aggregated 13F filings for Q3 2023.