iShares Morningstar Mid-Cap Growth ETF
IMCG
299 hedge funds and large institutions have $1.13B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 122 increasing their positions, 87 reducing their positions, and 24 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 87
29% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 24
1% more funds holding
Funds holding: 296 → 299 (+3)
4% more capital invested
Capital invested by funds: $1.09B → $1.13B (+$47.8M)
2.02% less ownership
Funds ownership: 56.91% → 54.89% (-2%)
13% less funds holding in top 10
Funds holding in top 10: 15 → 13 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$41.3M |
| 2 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$12.6M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$11.3M |
| 4 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$7.95M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$4.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$65.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$32.1M |
| 3 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$21.9M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$8.26M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$6.3M |
IMCG Hedge Fund Activity: Q1 2024 in Review
299 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q1 2024, worth a combined $1.13B — up 4.4% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IMCG positions and 24 closed out — a net gain of 7 holders — while 122 added to existing stakes and 87 trimmed.
The largest buyer was LPL Financial, adding an estimated $41.3M. The largest seller was AssetMark Inc, cutting an estimated $65.1M.
- 299 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q1 2024, up from 296 in Q4 2023.
- Funds reported $1.13B of iShares Morningstar Mid-Cap Growth ETF stock for Q1 2024, up 4.4% quarter-over-quarter.
- 31 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q1 2024 and 24 closed out, a net change of +7 holders.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q1 2024 was LPL Financial, an estimated $41.3M added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q1 2024 was AssetMark Inc, an estimated $65.1M sold.
Based on aggregated 13F filings for Q1 2024.