iShares Morningstar Mid-Cap Growth ETF
IMCG
294 hedge funds and large institutions have $1.08B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 126 increasing their positions, 78 reducing their positions, and 21 closing their positions.
62% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 78
5% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 21
0.83% more ownership
Funds ownership: 54.89% → 55.71% (+0.83%)
4% less capital invested
Capital invested by funds: $1.13B → $1.08B (-$49.3M)
2% less funds holding
Funds holding: 299 → 294 (-5)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$35.2M |
| 2 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$14.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$11M |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$10.6M |
| 5 |
ES
Eagle Strategies
New York
|
+$5.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$37.9M |
| 2 |
CCWM
Correct Capital Wealth Management
Clayton,
Missouri
|
-$16.3M |
| 3 |
FC
Forte Capital
Rochester,
New York
|
-$11.4M |
| 4 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
-$8.43M |
| 5 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$3.54M |
IMCG Hedge Fund Activity: Q2 2024 in Review
294 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q2 2024, worth a combined $1.08B — down 4.3% from $1.13B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IMCG positions and 21 closed out — a net gain of 1 holder — while 126 added to existing stakes and 78 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $35.2M. The largest seller was LPL Financial, cutting an estimated $37.9M.
- 294 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q2 2024, down from 299 in Q1 2024.
- Funds reported $1.08B of iShares Morningstar Mid-Cap Growth ETF stock for Q2 2024, down 4.3% quarter-over-quarter.
- 22 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q2 2024 and 21 closed out, a net change of +1 holder.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q2 2024 was UBS Group, an estimated $35.2M added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q2 2024 was LPL Financial, an estimated $37.9M sold.
Based on aggregated 13F filings for Q2 2024.