iShares Morningstar Mid-Cap Growth ETF
IMCG
49 hedge funds and large institutions have $76.4M invested in iShares Morningstar Mid-Cap Growth ETF in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
17% more capital invested
Capital invested by funds: $65.5M → $76.4M (+$10.9M)
10.16% more ownership
Funds ownership: 185.93% → 196.09% (+10%)
9% more funds holding
Funds holding: 45 → 49 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Axa
Paris,
France
|
+$5.68M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.53M |
| 3 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$1.5M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$657K |
| 5 |
Jane Street
New York
|
+$519K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.14M |
| 2 |
SAM
Summit Asset Management
Memphis,
Tennessee
|
-$532K |
| 3 |
KFA
Kays Financial Advisory
Atlanta,
Georgia
|
-$351K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$278K |
| 5 |
CMP
Courage Miller Partners
Norfolk,
Virginia
|
-$189K |
IMCG Hedge Fund Activity: Q1 2015 in Review
49 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q1 2015, worth a combined $76.4M — up 17% from $65.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IMCG positions and 4 closed out — a net gain of 4 holders — while 15 added to existing stakes and 11 trimmed.
The largest buyer was Axa, adding an estimated $5.68M. The largest seller was Morgan Stanley, cutting an estimated $5.14M.
- 49 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q1 2015, up from 45 in Q4 2014.
- Funds reported $76.4M of iShares Morningstar Mid-Cap Growth ETF stock for Q1 2015, up 17% quarter-over-quarter.
- 8 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q1 2015 and 4 closed out, a net change of +4 holders.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q1 2015 was Axa, an estimated $5.68M added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q1 2015 was Morgan Stanley, an estimated $5.14M sold.
Based on aggregated 13F filings for Q1 2015.