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iShares Morningstar Mid-Cap Growth ETF
IMCG

90 hedge funds and large institutions have $264M invested in iShares Morningstar Mid-Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 12

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

34% more capital invested

Capital invested by funds: $197M → $264M (+$66.6M)

13.44% more ownership

Funds ownership: 276.7% → 290.14% (+13%)

8% more funds holding

Funds holding: 83 → 90 (+7)

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
30
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$10.1M
2
Morgan Stanley
Morgan Stanley
New York
+$5.76M
3
Jane Street
Jane Street
New York
+$4.56M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.62M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.3M

Top Sellers

1
GFPC
Global Financial Private Capital
Florida
-$1.33M
2
BRWM
B. Riley Wealth Management
Tennessee
-$1.31M
3
MHS
M Holdings Securities
Oregon
-$1.17M
4
WWM
Western Wealth Management
Colorado
-$912K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$831K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$2.39M +$1.42M +35,274 +163%
VFA
27
Voya Financial Advisors
Connecticut
$2.15M +$868K +21,510 +71%
Creative Planning
28
Creative Planning
Kansas
$1.33M -$8.47K -210 -0.7%
SIA
29
Starfire Investment Advisers
Michigan
$1.19M +$45.3K +1,122 +4%
GIA
30
GHP Investment Advisors
Colorado
$1.15M – – –
TRCT
31
Tower Research Capital (TRC)
New York
$1.12M +$1.08M +26,730 New
NCM
32
Neumann Capital Management
California
$1.06M – – –
KFA
33
Kays Financial Advisory
Georgia
$927K – – –
NFG
34
Next Financial Group
Texas
$824K +$789K +19,560 +21,733%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$816K -$831K -20,586 -51%
JMPWA
36
JP Morgan Private Wealth Advisors
California
$795K -$242 -6 -0%
FSC
37
Full Sail Capital
Oklahoma
$793K – – –
GIA
38
Gladstone Institutional Advisory
Florida
$669K +$370K +9,180 +135%
HighTower Advisors
39
HighTower Advisors
Illinois
$477K +$103K +2,556 +29%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$453K +$436K +10,812 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$444K +$427K +10,590 New
SPC
42
Sigma Planning Corp
Michigan
$429K -$10.2K -252 -2%
FA
43
FDx Advisors
Illinois
$405K +$2.18K +54 +0.6%
WP
44
WealthPLAN Partners
Nebraska
$384K +$373K +9,240 New
WWM
45
Western Wealth Management
Colorado
$377K -$912K -22,614 -72%
Citigroup
46
Citigroup
New York
$353K +$16.7K +414 +5%
CFD
47
Creative Financial Designs
Indiana
$343K +$326K +8,076 New
EIP
48
Ellis Investment Partners
Pennsylvania
$313K +$48.4K +1,200 +19%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$298K +$14.3K +354 +5%
CWM
50
Connecticut Wealth Management
Connecticut
$298K +$287K +7,110 New
1
2
3 4

IMCG Hedge Fund Activity: Q2 2019 in Review

90 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q2 2019, worth a combined $264M — up 34% from $197M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IMCG positions and 8 closed out — a net gain of 9 holders — while 30 added to existing stakes and 12 trimmed.

The largest buyer was UBS Group, adding an estimated $10.1M. The largest seller was Global Financial Private Capital, exiting entirely with an estimated $1.33M sold.

  • 90 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q2 2019, up from 83 in Q1 2019.
  • Funds reported $264M of iShares Morningstar Mid-Cap Growth ETF stock for Q2 2019, up 34% quarter-over-quarter.
  • 17 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q2 2019 and 8 closed out, a net change of +9 holders.
  • The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q2 2019 was UBS Group, an estimated $10.1M added.
  • The largest iShares Morningstar Mid-Cap Growth ETF seller in Q2 2019 was Global Financial Private Capital, an estimated $1.33M sold.

Based on aggregated 13F filings for Q2 2019.