iShares Morningstar Mid-Cap Growth ETF
IMCG
97 hedge funds and large institutions have $283M invested in iShares Morningstar Mid-Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 8 closing their positions.
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
39% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 23
8% more funds holding
Funds holding: 90 → 97 (+7)
7% more capital invested
Capital invested by funds: $264M → $283M (+$18.9M)
3.73% more ownership
Funds ownership: 290.14% → 293.87% (+3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.36M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.65M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.3M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$2.79M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$10.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.73M |
| 3 |
Morgan Stanley
New York
|
-$1.54M |
| 4 |
Axa
Paris,
France
|
-$801K |
| 5 |
Jane Street
New York
|
-$688K |
IMCG Hedge Fund Activity: Q3 2019 in Review
97 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q3 2019, worth a combined $283M — up 7.2% from $264M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IMCG positions and 8 closed out — a net gain of 8 holders — while 32 added to existing stakes and 23 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.36M. The largest seller was UBS Group, cutting an estimated $10.9M.
- 97 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q3 2019, up from 90 in Q2 2019.
- Funds reported $283M of iShares Morningstar Mid-Cap Growth ETF stock for Q3 2019, up 7.2% quarter-over-quarter.
- 16 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q3 2019 and 8 closed out, a net change of +8 holders.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q3 2019 was LPL Financial, an estimated $6.36M added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q3 2019 was UBS Group, an estimated $10.9M sold.
Based on aggregated 13F filings for Q3 2019.