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iShares Morningstar Mid-Cap Growth ETF

IMCG

Market cap $3.88B

54 hedge funds and large institutions have $51.2M invested in iShares Morningstar Mid-Cap Growth ETF in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New

Increased

Maintained

Reduced

Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

9% more capital invested

Capital invested by funds: $46.8M → $51.2M (+$4.34M)

0.54% less ownership

Funds ownership: 140.82% → 140.28% (-0.54%)

5% less funds holding

Funds holding: 57 → 54 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders

Holders Change

-3

Holders Change %

-5.26%

% of All Funds

1.35%

Holding in Top 10

–

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

–

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	Wells Fargo San Francisco, California	+$1.31M
2	Citadel Advisors Miami, Florida	+$1.09M
3	LPL Financial San Diego, California	+$1.02M
4	Susquehanna International Group Bala Cynwyd, Pennsylvania	+$732K
5	Morgan Stanley New York	+$192K

Top Sellers

1	VF Virtu Financial New York	-$693K
2	JMPWA JP Morgan Private Wealth Advisors San Francisco, California	-$518K
3	Jane Street New York	-$356K
4	UBS Group Zurich, Switzerland	-$268K
5	AEPG American Economic Planning Group Warren, New Jersey	-$221K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	SFA 26 Sequoia Financial Advisors Akron, Ohio	$285K	-$131K	-4,404	-32%
27	27 Cambridge Investment Research Advisors Fairfield, Iowa	$280K	+$5.55K	+186	+2%
28	CFP 28 Cornerstone Financial Partners Huntersville, North Carolina	$255K	+$19K	+636	+8%
29	VF 29 Virtu Financial New York	$251K	-$693K	-23,214	-74%
30	PAG 30 Private Advisor Group Morristown, New Jersey	$234K	–	–	–
31	FTS 31 Fifth Third Securities Cincinnati, Ohio	$232K	+$12.4K	+414	+6%
32	TH 32 Timber Hill Greenwich, Connecticut	$226K	-$128K	-4,272	-37%
33	IPC 33 Independent Portfolio Consultants Boca Raton, Florida	$199K	–	–	–
34	LTFS 34 Ladenburg Thalmann Financial Services Miami, Florida	$107K	+$8.24K	+276	+8%
35	DAM 35 Delta Asset Management Memphis, Tennessee	$102K	–	–	–
36	36 US Bancorp Minneapolis, Minnesota	$71K	–	–	–
37	37 Citigroup New York	$60K	+$14.9K	+498	+34%
38	CAL 38 Capital Advisors Ltd Shaker Heights, Ohio	$57K	–	–	–
39	IF 39 Ironwood Financial Tucson, Arizona	$49K	–	–	–
40	40 UBS AM Chicago, Illinois	$44.8K	–	–	–
41	41 JP Morgan Chase New York	$37K	–	–	–
42	42 PNC Financial Services Group Pittsburgh, Pennsylvania	$25K	–	–	–
43	GRP 43 Global Retirement Partners San Rafael, California	$21K	–	–	–
44	IA 44 IFP Advisors Tampa, Florida	$14K	–	–	–
45	JCM 45 Jacobi Capital Management Pittston, Pennsylvania	$14K	–	–	–
46	ASN 46 Advisory Services Network Atlanta, Georgia	$8K	–	–	–
47	WT 47 Whittier Trust South Pasadena, California	$7K	–	–	–
48	AAP 48 Arax Advisory Partners Denver, Colorado	$4K	–	–	–
49	LWM 49 Lenox Wealth Management Cincinnati, Ohio	$3K	–	–	–
50	PA 50 Parallel Advisors San Francisco, California	$3K	–	–	–

IMCG Hedge Fund Activity: Q2 2017 in Review

54 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q2 2017, worth a combined $51.2M — up 9.3% from $46.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IMCG and 2 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 15 added.

The largest buyer was Wells Fargo, adding an estimated $1.31M. The largest seller was Virtu Financial, cutting an estimated $693K.

54 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q2 2017, down from 57 in Q1 2017.
Funds reported $51.2M of iShares Morningstar Mid-Cap Growth ETF stock for Q2 2017, up 9.3% quarter-over-quarter.
2 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q2 2017 and 5 closed out, a net change of -3 holders.
The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q2 2017 was Wells Fargo, an estimated $1.31M added.
The largest iShares Morningstar Mid-Cap Growth ETF seller in Q2 2017 was Virtu Financial, an estimated $693K sold.

Based on aggregated 13F filings for Q2 2017.

iShares Morningstar Mid-Cap Growth ETF IMCG Market cap $3.88B