iShares Morningstar Mid-Cap Growth ETF
IMCG
316 hedge funds and large institutions have $1.19B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 119 increasing their positions, 84 reducing their positions, and 11 closing their positions.
227% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 11
42% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 84
9% more capital invested
Capital invested by funds: $1.08B → $1.19B (+$101M)
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
7% more funds holding
Funds holding: 294 → 316 (+22)
0.32% more ownership
Funds ownership: 54.97% → 55.29% (+0.32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.1M |
| 2 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
+$8.94M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$8.93M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.83M |
| 5 |
NL
NWAM LLC
Mercer Island,
Washington
|
+$3.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.79M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$8.21M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.56M |
| 4 |
MFG
Marmo Financial Group
Johnson City,
Tennessee
|
-$6.12M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$5.52M |
IMCG Hedge Fund Activity: Q3 2024 in Review
316 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q3 2024, worth a combined $1.19B — up 9.3% from $1.08B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IMCG positions and 11 closed out — a net gain of 25 holders — while 119 added to existing stakes and 84 trimmed.
The largest buyer was Ameriprise, adding an estimated $11.1M. The largest seller was Morgan Stanley, cutting an estimated $8.79M.
- 316 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q3 2024, up from 294 in Q2 2024.
- Funds reported $1.19B of iShares Morningstar Mid-Cap Growth ETF stock for Q3 2024, up 9.3% quarter-over-quarter.
- 36 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q3 2024 and 11 closed out, a net change of +25 holders.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q3 2024 was Ameriprise, an estimated $11.1M added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q3 2024 was Morgan Stanley, an estimated $8.79M sold.
Based on aggregated 13F filings for Q3 2024.