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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
RCAG
76
Rehmann Capital Advisory Group
Michigan
$35.7K – – –
MFT
77
Moisand Fitzgerald Tamayo
Florida
$32K – – –
GRP
78
Global Retirement Partners
California
$27K – – –
PFGIA
79
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$25.4K +630 New
JCM
80
Jacobi Capital Management
Pennsylvania
$20K – – –
LDFR
81
Lehman & Derafelo Financial Resources
Pennsylvania
$15K – – –
GSC
82
G&S Capital
Colorado
$11K – – –
WT
83
Whittier Trust
California
$10K – – –
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.8K – – –
PA
85
Parallel Advisors
California
$5K – – –
LWM
86
Lenox Wealth Management
Ohio
$4K – – –
William Blair & Company
87
William Blair & Company
Illinois
$2K +$1.45K +36 New
BlackRock
88
BlackRock
New York
$1K – – –
WIM
89
Westside Investment Management
California
$125 +$121K +3,000 New
GFPC
90
Global Financial Private Capital
Florida
– -$1.33M -34,038 Closed
BRWM
91
B. Riley Wealth Management
Tennessee
– -$1.31M -33,456 Closed
MHS
92
M Holdings Securities
Oregon
– -$1.17M -29,730 Closed
SWM
93
SeaCrest Wealth Management
New York
– -$90K -2,286 Closed
GIP
94
Granite Investment Partners
California
– -$89K -2,190 Closed
RFC
95
Regions Financial Corp
Alabama
– -$84K -2,130 Closed
IWP
96
Icon Wealth Partners
Texas
– -$2K -54 Closed
SQA
97
Simon Quick Advisors
New Jersey
– -$1K -18 Closed
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.