iShares Morningstar Mid-Cap Growth ETF
IMCG
358 hedge funds and large institutions have $1.49B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 142 increasing their positions, 75 reducing their positions, and 19 closing their positions.
970% more capital inflows, than outflows
Capital inflows: $382M | Capital outflows: $35.7M
258% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 19
89% more repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 75
33% more funds holding in top 10
Funds holding in top 10: 12 → 16 (+4)
13% more funds holding
Funds holding: 317 → 358 (+41)
4.69% more ownership
Funds ownership: 55.3% → 59.99% (+4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AdvisorShares Investments
Bethesda,
Maryland
|
+$41.8M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$23.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$15.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$14.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Elevation Capital Advisory
Bend,
Oregon
|
-$9.41M |
| 2 |
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$3.4M |
| 3 |
Equitable Holdings
New York
|
-$2.91M |
| 4 |
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
|
-$2.44M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.24M |
IMCG Hedge Fund Activity: Q4 2024 in Review
358 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q4 2024, worth a combined $1.49B — up 26% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new IMCG positions and 19 closed out — a net gain of 49 holders — while 142 added to existing stakes and 75 trimmed.
The largest buyer was AdvisorShares Investments, opening a new position worth an estimated $41.8M. The largest seller was Elevation Capital Advisory, exiting entirely with an estimated $9.41M sold.
- 358 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q4 2024, up from 317 in Q3 2024.
- Funds reported $1.49B of iShares Morningstar Mid-Cap Growth ETF stock for Q4 2024, up 26% quarter-over-quarter.
- 68 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q4 2024 and 19 closed out, a net change of +49 holders.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q4 2024 was AdvisorShares Investments, an estimated $41.8M added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q4 2024 was Elevation Capital Advisory, an estimated $9.41M sold.
Based on aggregated 13F filings for Q4 2024.