We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF

51 hedge funds and large institutions have $75.2M invested in iShares Morningstar Mid-Cap Growth ETF in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

4% more funds holding

Funds holding: 4951 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

0.36% less ownership

Funds ownership: 196.09%195.73% (-0.36%)

2% less capital invested

Capital invested by funds: $76.4M → $75.2M (-$1.19M)

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
12
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change

IMCG Hedge Fund Activity: Q2 2015 in Review

51 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q2 2015, worth a combined $75.2M — down 1.6% from $76.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IMCG positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Voya Financial Advisors, opening a new position worth an estimated $2.06M. The largest seller was MSI Financial Services, cutting an estimated $2.14M.

  • 51 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q2 2015, up from 49 in Q1 2015.
  • Funds reported $75.2M of iShares Morningstar Mid-Cap Growth ETF stock for Q2 2015, down 1.6% quarter-over-quarter.
  • 5 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q2 2015 and 3 closed out, a net change of +2 holders.
  • The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q2 2015 was Voya Financial Advisors, an estimated $2.06M added.
  • The largest iShares Morningstar Mid-Cap Growth ETF seller in Q2 2015 was MSI Financial Services, an estimated $2.14M sold.

Based on aggregated 13F filings for Q2 2015.