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iShares Morningstar Mid-Cap Growth ETF
IMCG

36 hedge funds and large institutions have $36.3M invested in iShares Morningstar Mid-Cap Growth ETF in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 38 → 36 (-2)

16% less capital invested

Capital invested by funds: $43.2M → $36.3M (-$6.94M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

32.38% less ownership

Funds ownership: 153.49% → 121.12% (-32%)

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
12
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.51M
2
CS
Credit Suisse
Switzerland
+$1.7M
3
VF
Virtu Financial
New York
+$345K
4
Morgan Stanley
Morgan Stanley
New York
+$275K
5
Ameriprise
Ameriprise
Minnesota
+$206K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.55M
2
TH
Timber Hill
Connecticut
-$3.23M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.98M
4
FAAS
First Allied Advisory Services
California
-$2.17M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
WFG Advisors
Texas
$73K +$258 +12 +0.4%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$53K +$129 +6 +0.3%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$36K +$34.5K +1,602 New
PP
29
Palladium Partners
Virginia
$32K – – –
PAS
30
Partnervest Advisory Services
California
$13K – – –
Barclays
31
Barclays
United Kingdom
$6K – – –
WT
32
Whittier Trust
California
$5K – – –
TAIM
33
TD Ameritrade Investment Management
Nebraska
$4K – – –
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$2K -$9.95K -462 -81%
HI
35
Hudock Inc
Pennsylvania
$2K – – –
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
– -$4.55M -226,176 Closed
TH
37
Timber Hill
Connecticut
– -$3.23M -160,530 Closed
RJFSA
38
Raymond James Financial Services Advisors
Florida
– -$2.98M -148,488 Closed
CFA
39
Camarda Financial Advisors
Florida
– -$405K -18,798 -100%
DS
40
DRW Securities
Illinois
– -$285K -14,172 Closed
PSUF
41
People's United Financial
Connecticut
– -$12K -600 Closed
1
2

IMCG Hedge Fund Activity: Q3 2013 in Review

36 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q3 2013, worth a combined $36.3M — down 16% from $43.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IMCG and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 12 added.

The largest buyer was Bank of America, adding an estimated $2.51M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $4.55M sold.

  • 36 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q3 2013, down from 38 in Q2 2013.
  • Funds reported $36.3M of iShares Morningstar Mid-Cap Growth ETF stock for Q3 2013, down 16% quarter-over-quarter.
  • 4 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q3 2013 and 5 closed out, a net change of -1 holder.
  • The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q3 2013 was Bank of America, an estimated $2.51M added.
  • The largest iShares Morningstar Mid-Cap Growth ETF seller in Q3 2013 was Susquehanna International Group, an estimated $4.55M sold.

Based on aggregated 13F filings for Q3 2013.