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iShares Morningstar Mid-Cap Growth ETF

IMCG

Market cap $3.93B

45 hedge funds and large institutions have $65.2M invested in iShares Morningstar Mid-Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New

Increased

Maintained

Reduced

Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

14% more capital invested

Capital invested by funds: $56.9M → $65.2M (+$8.22M)

14.22% more ownership

Funds ownership: 171.71% → 185.93% (+14%)

7% more funds holding

Funds holding: 42 → 45 (+3)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

Holders

Holders Change

Holders Change %

+7.14%

% of All Funds

1.2%

Holding in Top 10

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

0.05%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	MFS MSI Financial Services Springfield, Massachusetts	+$3.2M
2	Morgan Stanley New York	+$2.86M
3	Susquehanna International Group Bala Cynwyd, Pennsylvania	+$1.03M
4	LPL Financial San Diego, California	+$929K
5	Wells Fargo San Francisco, California	+$821K

Top Sellers

1	CS Credit Suisse Zurich, Switzerland	-$3.4M
2	TH Timber Hill Greenwich, Connecticut	-$1.66M
3	Bank of America Charlotte, North Carolina	-$1.15M
4	VKH Virtu KCG Holdings New York	-$925K
5	Royal Bank of Canada Toronto, Ontario, Canada	-$356K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	DADC 26 D.A. Davidson & Co Great Falls, Montana	$102K	–	–	–
27	DAM 27 Delta Asset Management Memphis, Tennessee	$88K	–	–	–
28	MAM 28 Meeder Asset Management Dublin, Ohio	$88K	+$59.7K	+2,364	+237%
29	WA 29 WFG Advisors Dallas, Texas	$87K	+$151	+6	+0.2%
30	LTFS 30 Ladenburg Thalmann Financial Services Miami, Florida	$77K	-$606	-24	-0.8%
31	31 Citigroup New York	$59K	-$5.3K	-210	-8%
32	CAL 32 Capital Advisors Ltd Shaker Heights, Ohio	$49K	–	–	–
33	BRWM 33 B. Riley Wealth Management Memphis, Tennessee	$40K	–	–	–
34	NPC 34 National Planning Corporation El Segundo, California	$39K	+$38.6K	+1,530	New
35	35 PNC Financial Services Group Pittsburgh, Pennsylvania	$21K	–	–	–
36	36 Deutsche Bank Frankfurt Am Main Ge, Germany	$18K	–	–	–
37	ASN 37 Advisory Services Network Atlanta, Georgia	$15K	+$15K	+594	New
38	38 Barclays London, United Kingdom	$7K	–	–	–
39	WT 39 Whittier Trust South Pasadena, California	$6K	–	–	–
40	MCM 40 MV Capital Management Bethesda, Maryland	$5K	+$5.3K	+210	New
41	HI 41 Hudock Inc Williamsport, Pennsylvania	$3K	–	–	–
42	TAIM 42 TD Ameritrade Investment Management Omaha, Nebraska	$1K	-$3.03K	-120	-83%
43	BRWA 43 B. Riley Wealth Advisors Boca Raton, Florida	$251	–	–	–
44	44 Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$78	–	–	–
45	CS 45 Credit Suisse Zurich, Switzerland	–	-$3.4M	-137,916	Closed
46	TH 46 Timber Hill Greenwich, Connecticut	–	-$1.66M	-67,470	Closed
47	VKH 47 Virtu KCG Holdings New York	–	-$925K	-37,572	Closed
48	VF 48 Virtu Financial New York	–	-$207K	-8,400	Closed
49	PAG 49 Private Advisor Group Morristown, New Jersey	–	-$69K	-2,814	Closed
50	NFG 50 Next Financial Group Houston, Texas	–	-$13K	-528	Closed