iShares Morningstar Mid-Cap Growth ETF
IMCG
39 hedge funds and large institutions have $55.6M invested in iShares Morningstar Mid-Cap Growth ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 3 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
48% more capital inflows, than outflows
Capital inflows: $10M | Capital outflows: $6.72M
8% more funds holding
Funds holding: 36 → 39 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFG
Noven Financial Group
Denver,
Colorado
|
+$3.48M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.57M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.24M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$920K |
| 5 |
UBS
Zurich,
Switzerland
|
+$414K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Credit Suisse
Zurich,
Switzerland
|
-$5.14M |
| 2 |
Timber Hill
Greenwich,
Connecticut
|
-$852K |
| 3 |
Kays Financial Advisory
Atlanta,
Georgia
|
-$393K |
| 4 |
Summit Asset Management
Memphis,
Tennessee
|
-$245K |
| 5 |
LPL Financial
San Diego,
California
|
-$57.4K |
IMCG Hedge Fund Activity: Q1 2014 in Review
39 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q1 2014, worth a combined $55.6M — up 7.8% from $51.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IMCG positions and 3 closed out — a net gain of 3 holders — while 15 added to existing stakes and 6 trimmed.
The largest buyer was Noven Financial Group, opening a new position worth an estimated $3.48M. The largest seller was Credit Suisse, exiting entirely with an estimated $5.14M sold.
- 39 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q1 2014, up from 36 in Q4 2013.
- Funds reported $55.6M of iShares Morningstar Mid-Cap Growth ETF stock for Q1 2014, up 7.8% quarter-over-quarter.
- 6 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q1 2014 and 3 closed out, a net change of +3 holders.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q1 2014 was Noven Financial Group, an estimated $3.48M added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q1 2014 was Credit Suisse, an estimated $5.14M sold.
Based on aggregated 13F filings for Q1 2014.