iShares Morningstar Mid-Cap Growth ETF
IMCG
42 hedge funds and large institutions have $57M invested in iShares Morningstar Mid-Cap Growth ETF in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
5% more funds holding
Funds holding: 40 → 42 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
9.09% less ownership
Funds ownership: 180.8% → 171.71% (-9.1%)
9% less capital invested
Capital invested by funds: $63M → $57M (-$5.98M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.23M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$814K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$678K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$445K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$422K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$7.23M |
| 2 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$976K |
| 3 |
Jane Street
New York
|
-$370K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$358K |
| 5 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$259K |
IMCG Hedge Fund Activity: Q3 2014 in Review
42 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q3 2014, worth a combined $57M — down 9.5% from $63M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IMCG positions and 2 closed out — a net gain of 2 holders — while 13 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.23M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $7.23M sold.
- 42 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q3 2014, up from 40 in Q2 2014.
- Funds reported $57M of iShares Morningstar Mid-Cap Growth ETF stock for Q3 2014, down 9.5% quarter-over-quarter.
- 4 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q3 2014 and 2 closed out, a net change of +2 holders.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q3 2014 was Morgan Stanley, an estimated $1.23M added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q3 2014 was Susquehanna International Group, an estimated $7.23M sold.
Based on aggregated 13F filings for Q3 2014.