iShares Morningstar Mid-Cap Growth ETF
IMCG
40 hedge funds and large institutions have $63M invested in iShares Morningstar Mid-Cap Growth ETF in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
16.4% more ownership
Funds ownership: 164.41% → 180.8% (+16%)
13% more capital invested
Capital invested by funds: $55.6M → $63M (+$7.36M)
3% more funds holding
Funds holding: 39 → 40 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
29% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4M |
| 2 |
TH
Timber Hill
Greenwich,
Connecticut
|
+$2.56M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$2.53M |
| 4 |
ALA
Atherton Lane Advisers
Menlo Park,
California
|
+$565K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$547K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFG
Noven Financial Group
Denver,
Colorado
|
-$3.48M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.78M |
| 3 |
LPL Financial
San Diego,
California
|
-$339K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$321K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$265K |
IMCG Hedge Fund Activity: Q2 2014 in Review
40 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q2 2014, worth a combined $63M — up 13% from $55.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IMCG positions and 5 closed out — a net gain of 1 holder — while 10 added to existing stakes and 14 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $4M. The largest seller was Noven Financial Group, exiting entirely with an estimated $3.48M sold.
- 40 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q2 2014, up from 39 in Q1 2014.
- Funds reported $63M of iShares Morningstar Mid-Cap Growth ETF stock for Q2 2014, up 13% quarter-over-quarter.
- 6 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q2 2014 and 5 closed out, a net change of +1 holder.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q2 2014 was Susquehanna International Group, an estimated $4M added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q2 2014 was Noven Financial Group, an estimated $3.48M sold.
Based on aggregated 13F filings for Q2 2014.