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iShares Morningstar Mid-Cap Growth ETF

61 hedge funds and large institutions have $71.5M invested in iShares Morningstar Mid-Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

7% more capital invested

Capital invested by funds: $66.6M → $71.5M (+$4.89M)

6% more ownership

Funds ownership: 157.84%163.84% (+6%)

3% more funds holding

Funds holding: 5961 (+2)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$434K +$64.3K +1,836 +17%
AG
27
Advisor Group
Arizona
$393K +$26.3K +750 +7%
HighTower Advisors
28
HighTower Advisors
Illinois
$386K -$467K -13,314 -55%
SPC
29
Sigma Planning Corp
Michigan
$355K
PSF
30
Pacific Sun Financial
California
$249K +$250K +7,122 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$236K
MML Investors Services
32
MML Investors Services
Massachusetts
$221K +$221K +6,318 New
TWM
33
Titus Wealth Management
California
$204K +$205K +5,850 New
Citigroup
34
Citigroup
New York
$182K -$9.46K -270 -5%
IWM
35
IHT Wealth Management
Illinois
$161K -$40.6K -1,158 -20%
DAM
36
Delta Asset Management
Tennessee
$117K
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$106K -$35.5K -1,014 -25%
SWM
38
SeaCrest Wealth Management
New York
$96K
US Bancorp
39
US Bancorp
Minnesota
$82K
RFC
40
Regions Financial Corp
Alabama
$74K
CAL
41
Capital Advisors Ltd
Ohio
$66K
APA
42
American Portfolios Advisors
New York
$59.5K
IF
43
Ironwood Financial
Arizona
$56K
TL
44
TrueWealth LLC
Georgia
$54K
IIC
45
Integrated Investment Consultants
Michigan
$52K +$52.6K +1,500 New
UBS AM
46
UBS AM
Illinois
$51.3K
JP Morgan Chase
47
JP Morgan Chase
New York
$42K
GRP
48
Global Retirement Partners
California
$34K -$2.73K -78 -7%
MFT
49
Moisand Fitzgerald Tamayo
Florida
$27K
IA
50
IFP Advisors
Florida
$16K

IMCG Hedge Fund Activity: Q1 2018 in Review

61 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q1 2018, worth a combined $71.5M — up 7.3% from $66.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IMCG positions and 4 closed out — a net gain of 2 holders — while 14 added to existing stakes and 14 trimmed.

The largest buyer was Axa, adding an estimated $5.95M. The largest seller was Jane Street, cutting an estimated $2.94M.

  • 61 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q1 2018, up from 59 in Q4 2017.
  • Funds reported $71.5M of iShares Morningstar Mid-Cap Growth ETF stock for Q1 2018, up 7.3% quarter-over-quarter.
  • 6 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q1 2018 and 4 closed out, a net change of +2 holders.
  • The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q1 2018 was Axa, an estimated $5.95M added.
  • The largest iShares Morningstar Mid-Cap Growth ETF seller in Q1 2018 was Jane Street, an estimated $2.94M sold.

Based on aggregated 13F filings for Q1 2018.