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iShares Morningstar Mid-Cap Growth ETF
IMCG
IMCG
56 hedge funds and large institutions have $50.7M invested in iShares Morningstar Mid-Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
6% more funds holding
Funds holding: 53 → 56 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less capital invested
Capital invested by funds: $58.7M → $50.7M (-$8.04M)
16.81% less ownership
Funds ownership: 173.25% → 156.44% (-17%)
52% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 21
Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
10
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
PCM
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
+$743K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$586K |
| 3 |
VF
Virtu Financial
New York
|
+$441K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$274K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$274K |
Top Sellers
| 1 |
Axa
Paris,
France
|
-$3.08M |
| 2 |
SAM
Summit Asset Management
Memphis,
Tennessee
|
-$2.69M |
| 3 |
Jane Street
New York
|
-$1.69M |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$1.01M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$427K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $3K | +$2.73K | +102 | New |
|
|
PA
52
Parallel Advisors
San Francisco,
California
| $3K | +$2.89K | +108 | New |
|
|
NFG
53
Next Financial Group
Houston,
Texas
| $2K | – | – | – |
|
|
TAIM
54
TD Ameritrade Investment Management
Omaha,
Nebraska
| $2K | – | – | – |
|
55
Envestnet Asset Management
Chicago,
Illinois
| – | -$319K | -11,748 | Closed |
|
|
TH
56
Timber Hill
Greenwich,
Connecticut
| – | -$311K | -11,460 | Closed |
|
|
BRWA
57
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$245K | -9,006 | Closed |
|
|
IWMPD
58
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$13K | -474 | Closed |
|
|
JCM
59
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$13K | -474 | Closed |
|