iShares Morningstar Mid-Cap Growth ETF
IMCG
48 hedge funds and large institutions have $66.1M invested in iShares Morningstar Mid-Cap Growth ETF in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 8 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
6% less funds holding
Funds holding: 51 → 48 (-3)
7.01% less ownership
Funds ownership: 195.73% → 188.72% (-7%)
12% less capital invested
Capital invested by funds: $75.2M → $66.1M (-$9.06M)
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Mid Continent Capital
Chicago,
Illinois
|
+$572K |
| 2 |
KFA
Kays Financial Advisory
Atlanta,
Georgia
|
+$413K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$368K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$328K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$302K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
-$2.02M |
| 2 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$906K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$584K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$387K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$375K |
IMCG Hedge Fund Activity: Q3 2015 in Review
48 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q3 2015, worth a combined $66.1M — down 12% from $75.2M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of IMCG and 5 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 11 added.
The largest buyer was Mid Continent Capital, adding an estimated $572K. The largest seller was Voya Financial Advisors, exiting entirely with an estimated $2.02M sold.
- 48 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q3 2015, down from 51 in Q2 2015.
- Funds reported $66.1M of iShares Morningstar Mid-Cap Growth ETF stock for Q3 2015, down 12% quarter-over-quarter.
- 5 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q3 2015 and 8 closed out, a net change of -3 holders.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q3 2015 was Mid Continent Capital, an estimated $572K added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q3 2015 was Voya Financial Advisors, an estimated $2.02M sold.
Based on aggregated 13F filings for Q3 2015.