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iShares Morningstar Mid-Cap Growth ETF
IMCG

97 hedge funds and large institutions have $283M invested in iShares Morningstar Mid-Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

8% more funds holding

Funds holding: 90 → 97 (+7)

7% more capital invested

Capital invested by funds: $264M → $283M (+$18.9M)

3.73% more ownership

Funds ownership: 290.14% → 293.87% (+3.7%)

Holders
97
Holders Change
+7
Holders Change %
+7.78%
% of All Funds
2.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
32
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$6.36M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.65M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.3M
4
AG
Advisor Group
Arizona
+$2.79M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.58M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$10.9M
2
Bank of America
Bank of America
North Carolina
-$1.73M
3
Morgan Stanley
Morgan Stanley
New York
-$1.54M
4
Axa
Axa
France
-$801K
5
Jane Street
Jane Street
New York
-$688K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
51
Creative Financial Designs
Indiana
$460K +$149K +3,570 +44%
GIA
52
Gladstone Institutional Advisory
Florida
$447K -$206K -4,950 -31%
SPC
53
Sigma Planning Corp
Michigan
$415K -$250 -6 -0.1%
PI
54
Parkside Investments
Illinois
$409K +$420K +10,074 New
NA
55
NewEdge Advisors
Louisiana
$396K +$407K +9,756 New
CAM
56
Cresset Asset Management
Illinois
$379K +$389K +9,330 New
AF
57
AtlasMark Financial
Texas
$365K +$375K +9,000 New
Citigroup
58
Citigroup
New York
$344K +$2.25K +54 +0.6%
CWM
59
Connecticut Wealth Management
Connecticut
$313K +$25K +600 +8%
EIP
60
Ellis Investment Partners
Pennsylvania
$297K +$250 +6 +0.1%
ASN
61
Advisory Services Network
Georgia
$291K – – –
PSF
62
Pacific Sun Financial
California
$281K – – –
IWM
63
IHT Wealth Management
Illinois
$279K +$12.3K +294 +4%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$273K -$16.3K -390 -5%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$265K -$5.01K -120 -2%
TWM
66
Titus Wealth Management
California
$237K – – –
FFN
67
Focus Financial Network
Minnesota
$219K – – –
AWA
68
Arete Wealth Advisors
Illinois
$213K +$219K +5,238 New
CWM
69
Capital Wealth Management
Rhode Island
$204K +$210K +5,028 New
BAMG
70
Brand Asset Management Group
Missouri
$180K – – –
DAM
71
Delta Asset Management
Tennessee
$136K – – –
FHA
72
First Horizon Advisors
Tennessee
$120K – – –
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$118K – – –
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$117K +$83.4K +1,998 +228%
SJIM
75
St. Johns Investment Management
Florida
$113K – – –
1 2
3
4 5

IMCG Hedge Fund Activity: Q3 2019 in Review

97 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q3 2019, worth a combined $283M — up 7.2% from $264M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IMCG positions and 8 closed out — a net gain of 8 holders — while 32 added to existing stakes and 23 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.36M. The largest seller was UBS Group, cutting an estimated $10.9M.

  • 97 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q3 2019, up from 90 in Q2 2019.
  • Funds reported $283M of iShares Morningstar Mid-Cap Growth ETF stock for Q3 2019, up 7.2% quarter-over-quarter.
  • 16 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q3 2019 and 8 closed out, a net change of +8 holders.
  • The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q3 2019 was LPL Financial, an estimated $6.36M added.
  • The largest iShares Morningstar Mid-Cap Growth ETF seller in Q3 2019 was UBS Group, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2019.