iShares Morningstar Mid-Cap Growth ETF
IMCG
54 hedge funds and large institutions have $51.2M invested in iShares Morningstar Mid-Cap Growth ETF in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 5 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
9% more capital invested
Capital invested by funds: $46.8M → $51.2M (+$4.34M)
0.54% less ownership
Funds ownership: 140.82% → 140.28% (-0.54%)
5% less funds holding
Funds holding: 57 → 54 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.31M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.09M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.02M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$732K |
| 5 |
Morgan Stanley
New York
|
+$192K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Creative Planning
Overland Park,
Kansas
| $1K | +$537 | +18 | New |
|
|
IWM
52
IHT Wealth Management
Chicago,
Illinois
| $294 | +$358 | +12 | +0.4% |
|
|
AEPG
53
American Economic Planning Group
Warren,
New Jersey
| – | -$221K | -7,608 | Closed |
|
|
TRCT
54
Tower Research Capital (TRC)
New York
| – | -$22K | -744 | Closed |
|
|
FBT
55
First Bank & Trust
Brookings,
South Dakota
| – | -$4K | -132 | Closed |
|
56
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3K | -102 | Closed |
|
|
TAIM
57
TD Ameritrade Investment Management
Omaha,
Nebraska
| – | -$2K | -78 | Closed |
|
IMCG Hedge Fund Activity: Q2 2017 in Review
54 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q2 2017, worth a combined $51.2M — up 9.3% from $46.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of IMCG and 2 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 15 added.
The largest buyer was Wells Fargo, adding an estimated $1.31M. The largest seller was Virtu Financial, cutting an estimated $693K.
- 54 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q2 2017, down from 57 in Q1 2017.
- Funds reported $51.2M of iShares Morningstar Mid-Cap Growth ETF stock for Q2 2017, up 9.3% quarter-over-quarter.
- 2 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q2 2017 and 5 closed out, a net change of -3 holders.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q2 2017 was Wells Fargo, an estimated $1.31M added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q2 2017 was Virtu Financial, an estimated $693K sold.
Based on aggregated 13F filings for Q2 2017.