We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF

36 hedge funds and large institutions have $51.6M invested in iShares Morningstar Mid-Cap Growth ETF in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

42% more capital invested

Capital invested by funds: $36.3M → $51.6M (+$15.4M)

39.76% more ownership

Funds ownership: 121.12%160.87% (+40%)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding

Funds holding: 3636 (0)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
36
Holders Change
Holders Change %
0%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
7
Increased
8
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change

IMCG Hedge Fund Activity: Q4 2013 in Review

36 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q4 2013, worth a combined $51.6M — up 42% from $36.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IMCG positions and 6 closed out — a net gain of 1 holder — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Credit Suisse, adding an estimated $1.87M. The largest seller was Bank of America, cutting an estimated $1.82M.

  • 36 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $51.6M of iShares Morningstar Mid-Cap Growth ETF stock for Q4 2013, up 42% quarter-over-quarter.
  • 7 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q4 2013 and 6 closed out, a net change of +1 holder.
  • The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q4 2013 was Credit Suisse, an estimated $1.87M added.
  • The largest iShares Morningstar Mid-Cap Growth ETF seller in Q4 2013 was Bank of America, an estimated $1.82M sold.

Based on aggregated 13F filings for Q4 2013.