iShares Morningstar Mid-Cap Growth ETF
IMCG
296 hedge funds and large institutions have $1.09B invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 104 increasing their positions, 71 reducing their positions, and 17 closing their positions.
282% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 17
50% more funds holding in top 10
Funds holding in top 10: 10 → 15 (+5)
46% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 71
36% more capital invested
Capital invested by funds: $799M → $1.09B (+$288M)
18% more funds holding
Funds holding: 251 → 296 (+45)
4.26% more ownership
Funds ownership: 52.65% → 56.91% (+4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$57.5M |
| 2 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$10.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$9.92M |
| 4 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
+$8.96M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$7.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
-$21.5M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$3.14M |
| 3 |
MTWM
Masso Torrence Wealth Management
Marlton,
New Jersey
|
-$2.8M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$2.49M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.25M |
IMCG Hedge Fund Activity: Q4 2023 in Review
296 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q4 2023, worth a combined $1.09B — up 36% from $799M a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new IMCG positions and 17 closed out — a net gain of 48 holders — while 104 added to existing stakes and 71 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $57.5M. The largest seller was Bogart Wealth LLC, cutting an estimated $21.5M.
- 296 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q4 2023, up from 251 in Q3 2023.
- Funds reported $1.09B of iShares Morningstar Mid-Cap Growth ETF stock for Q4 2023, up 36% quarter-over-quarter.
- 65 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q4 2023 and 17 closed out, a net change of +48 holders.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q4 2023 was AssetMark Inc, an estimated $57.5M added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q4 2023 was Bogart Wealth LLC, an estimated $21.5M sold.
Based on aggregated 13F filings for Q4 2023.