iShares Morningstar Mid-Cap Growth ETF
IMCG
61 hedge funds and large institutions have $71.5M invested in iShares Morningstar Mid-Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
7% more capital invested
Capital invested by funds: $66.6M → $71.5M (+$4.89M)
6% more ownership
Funds ownership: 157.84% → 163.84% (+6%)
3% more funds holding
Funds holding: 59 → 61 (+2)
0% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 14
Top Buyers
| 1 |
Axa
Paris,
France
|
+$5.95M |
| 2 |
SIA
Starfire Investment Advisers
Southfield,
Michigan
|
+$1.02M |
| 3 |
Morgan Stanley
New York
|
+$638K |
| 4 |
VF
Virtu Financial
New York
|
+$278K |
| 5 |
LPL Financial
San Diego,
California
|
+$276K |
Top Sellers
| 1 |
Jane Street
New York
|
-$2.94M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.49M |
| 3 |
KFA
Kays Financial Advisory
Atlanta,
Georgia
|
-$561K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$467K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$328K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JCM
51
Jacobi Capital Management
Pittston,
Pennsylvania
| $16K | – | – | – |
|
|
ASN
52
Advisory Services Network
Atlanta,
Georgia
| $9K | – | – | – |
|
|
WT
53
Whittier Trust
South Pasadena,
California
| $8K | – | – | – |
|
|
FDCDDQ
54
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $7.33K | – | – | – |
|
|
AAP
55
Arax Advisory Partners
Denver,
Colorado
| $5K | – | – | – |
|
|
PA
56
Parallel Advisors
San Francisco,
California
| $4K | – | – | – |
|
57
SEI Investments
Oaks,
Pennsylvania
| $4K | +$4K | +114 | New |
|
|
LWM
58
Lenox Wealth Management
Cincinnati,
Ohio
| $3K | – | – | – |
|
|
SIS
59
Sound Income Strategies
Ft Lauderdale,
Florida
| $2K | – | – | – |
|
|
TH
60
Timber Hill
Greenwich,
Connecticut
| – | -$304K | -8,994 | Closed |
|
|
ACI
61
Alpha Cubed Investments
Irvine,
California
| – | -$253K | -7,500 | Closed |
|
|
FAIM
62
Financial Advocates Investment Management
Olympia,
Washington
| – | -$63K | -1,860 | Closed |
|
|
IWP
63
Icon Wealth Partners
Houston,
Texas
| – | -$2K | -54 | Closed |
|
IMCG Hedge Fund Activity: Q1 2018 in Review
61 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q1 2018, worth a combined $71.5M — up 7.3% from $66.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IMCG positions and 4 closed out — a net gain of 2 holders — while 14 added to existing stakes and 14 trimmed.
The largest buyer was Axa, adding an estimated $5.95M. The largest seller was Jane Street, cutting an estimated $2.94M.
- 61 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q1 2018, up from 59 in Q4 2017.
- Funds reported $71.5M of iShares Morningstar Mid-Cap Growth ETF stock for Q1 2018, up 7.3% quarter-over-quarter.
- 6 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q1 2018 and 4 closed out, a net change of +2 holders.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q1 2018 was Axa, an estimated $5.95M added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q1 2018 was Jane Street, an estimated $2.94M sold.
Based on aggregated 13F filings for Q1 2018.