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iShares Morningstar Mid-Cap Growth ETF

57 hedge funds and large institutions have $46.8M invested in iShares Morningstar Mid-Cap Growth ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

2% more funds holding

Funds holding: 5657 (+1)

8% less capital invested

Capital invested by funds: $50.7M → $46.8M (-$3.85M)

15.62% less ownership

Funds ownership: 156.44%140.82% (-16%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
16
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$352K
TH
27
Timber Hill
Connecticut
$339K +$332K +11,682 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$261K +$256K +8,988 New
CFP
29
Cornerstone Financial Partners
North Carolina
$225K +$221K +7,782 New
PAG
30
Private Advisor Group
New Jersey
$223K +$1.19K +42 +0.5%
AEPG
31
American Economic Planning Group
New Jersey
$221K +$341 +12 +0.2%
FTS
32
Fifth Third Securities
Ohio
$209K +$205K +7,224 New
IPC
33
Independent Portfolio Consultants
Florida
$190K
DAM
34
Delta Asset Management
Tennessee
$97K
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$95K -$1.36K -48 -1%
IWM
36
IHT Wealth Management
Illinois
$73K +$59.4K +2,088 +205%
US Bancorp
37
US Bancorp
Minnesota
$68K
CAL
38
Capital Advisors Ltd
Ohio
$55K
IF
39
Ironwood Financial
Arizona
$46K -$2.73K -96 -6%
Citigroup
40
Citigroup
New York
$43K
UBS AM
41
UBS AM
Illinois
$42.6K -$13.6K -480 -25%
JP Morgan Chase
42
JP Morgan Chase
New York
$35K
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$23K
TRCT
44
Tower Research Capital (TRC)
New York
$22K +$21.2K +744 New
GRP
45
Global Retirement Partners
California
$21K
IA
46
IFP Advisors
Florida
$14K +$4.09K +144 +44%
JCM
47
Jacobi Capital Management
Pennsylvania
$14K +$13.5K +474 New
ASN
48
Advisory Services Network
Georgia
$8K +$7.68K +270 New
WT
49
Whittier Trust
California
$7K
AAP
50
Arax Advisory Partners
Colorado
$4K

IMCG Hedge Fund Activity: Q1 2017 in Review

57 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q1 2017, worth a combined $46.8M — down 7.6% from $50.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IMCG positions and 6 closed out — a net gain of 2 holders — while 16 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, adding an estimated $435K. The largest seller was Citadel Advisors, cutting an estimated $3.87M.

  • 57 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q1 2017, up from 56 in Q4 2016.
  • Funds reported $46.8M of iShares Morningstar Mid-Cap Growth ETF stock for Q1 2017, down 7.6% quarter-over-quarter.
  • 8 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q1 2017 and 6 closed out, a net change of +2 holders.
  • The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q1 2017 was Jane Street, an estimated $435K added.
  • The largest iShares Morningstar Mid-Cap Growth ETF seller in Q1 2017 was Citadel Advisors, an estimated $3.87M sold.

Based on aggregated 13F filings for Q1 2017.