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iShares Morningstar Mid-Cap Growth ETF
IMCG

90 hedge funds and large institutions have $264M invested in iShares Morningstar Mid-Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 12

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

34% more capital invested

Capital invested by funds: $197M → $264M (+$66.6M)

13.44% more ownership

Funds ownership: 276.7% → 290.14% (+13%)

8% more funds holding

Funds holding: 83 → 90 (+7)

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
30
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$10.1M
2
Morgan Stanley
Morgan Stanley
New York
+$5.76M
3
Jane Street
Jane Street
New York
+$4.56M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.62M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.3M

Top Sellers

1
GFPC
Global Financial Private Capital
Florida
-$1.33M
2
BRWM
B. Riley Wealth Management
Tennessee
-$1.31M
3
MHS
M Holdings Securities
Oregon
-$1.17M
4
WWM
Western Wealth Management
Colorado
-$912K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$831K
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
51
Portfolio Strategies
New York
$298K +$288K +7,128 New
ASN
52
Advisory Services Network
Georgia
$291K +$269K +6,672 +2,471%
PSF
53
Pacific Sun Financial
California
$291K +$280K +6,930 New
Bank of New York Mellon
54
Bank of New York Mellon
New York
$279K -$33.9K -840 -11%
IWM
55
IHT Wealth Management
Illinois
$276K +$22.8K +564 +9%
IDA
56
Intelligence Driven Advisers
California
$249K -$414K -10,272 -63%
TWM
57
Titus Wealth Management
California
$245K +$236K +5,850 New
FFN
58
Focus Financial Network
Minnesota
$226K -$8.23K -204 -4%
AEPG
59
American Economic Planning Group
New Jersey
$211K -$14.3K -354 -7%
RJT
60
Raymond James Trust
Florida
$208K +$200K +4,950 New
HFA
61
High Falls Advisors
New York
$201K +$194K +4,800 New
BAMG
62
Brand Asset Management Group
Missouri
$186K – – –
DAM
63
Delta Asset Management
Tennessee
$141K – – –
FHA
64
First Horizon Advisors
Tennessee
$124K +$5.33K +132 +5%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$122K – – –
SJIM
66
St. Johns Investment Management
Florida
$117K – – –
APA
67
American Portfolios Advisors
New York
$102K – – –
US Bancorp
68
US Bancorp
Minnesota
$98K – – –
CAL
69
Capital Advisors Ltd
Ohio
$79K – – –
IF
70
Ironwood Financial
Arizona
$67K – – –
UBS AM
71
UBS AM
Illinois
$61.6K – – –
TL
72
TrueWealth LLC
Georgia
$54K -$10.2K -252 -16%
JP Morgan Chase
73
JP Morgan Chase
New York
$50K – – –
GEA
74
Glen Eagle Advisors
New Jersey
$45.3K – – –
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$37K – – –
1 2
3
4

IMCG Hedge Fund Activity: Q2 2019 in Review

90 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q2 2019, worth a combined $264M — up 34% from $197M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IMCG positions and 8 closed out — a net gain of 9 holders — while 30 added to existing stakes and 12 trimmed.

The largest buyer was UBS Group, adding an estimated $10.1M. The largest seller was Global Financial Private Capital, exiting entirely with an estimated $1.33M sold.

  • 90 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q2 2019, up from 83 in Q1 2019.
  • Funds reported $264M of iShares Morningstar Mid-Cap Growth ETF stock for Q2 2019, up 34% quarter-over-quarter.
  • 17 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q2 2019 and 8 closed out, a net change of +9 holders.
  • The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q2 2019 was UBS Group, an estimated $10.1M added.
  • The largest iShares Morningstar Mid-Cap Growth ETF seller in Q2 2019 was Global Financial Private Capital, an estimated $1.33M sold.

Based on aggregated 13F filings for Q2 2019.