iShares Morningstar Mid-Cap Growth ETF
IMCG
45 hedge funds and large institutions have $65.5M invested in iShares Morningstar Mid-Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
15% more capital invested
Capital invested by funds: $57M → $65.5M (+$8.48M)
14.22% more ownership
Funds ownership: 171.71% → 185.93% (+14%)
7% more funds holding
Funds holding: 42 → 45 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$3.2M |
| 2 |
Morgan Stanley
New York
|
+$2.86M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.03M |
| 4 |
LPL Financial
San Diego,
California
|
+$929K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$821K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$3.4M |
| 2 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$1.66M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.15M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$925K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$356K |
IMCG Hedge Fund Activity: Q4 2014 in Review
45 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q4 2014, worth a combined $65.5M — up 15% from $57M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IMCG positions and 6 closed out — a net gain of 4 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was MSI Financial Services, adding an estimated $3.2M. The largest seller was Credit Suisse, exiting entirely with an estimated $3.4M sold.
- 45 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q4 2014, up from 42 in Q3 2014.
- Funds reported $65.5M of iShares Morningstar Mid-Cap Growth ETF stock for Q4 2014, up 15% quarter-over-quarter.
- 10 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q4 2014 and 6 closed out, a net change of +4 holders.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q4 2014 was MSI Financial Services, an estimated $3.2M added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q4 2014 was Credit Suisse, an estimated $3.4M sold.
Based on aggregated 13F filings for Q4 2014.