iShares Morningstar Mid-Cap Growth ETF
IMCG
52 hedge funds and large institutions have $70.8M invested in iShares Morningstar Mid-Cap Growth ETF in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
122% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 9
8% more funds holding
Funds holding: 48 → 52 (+4)
8.03% more ownership
Funds ownership: 188.72% → 196.75% (+8%)
7% more capital invested
Capital invested by funds: $66.1M → $70.8M (+$4.7M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.96M |
| 2 |
Morgan Stanley
New York
|
+$946K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$405K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$277K |
| 5 |
KFA
Kays Financial Advisory
Atlanta,
Georgia
|
+$274K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.23M |
| 2 |
SAM
Summit Asset Management
Memphis,
Tennessee
|
-$585K |
| 3 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$388K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$198K |
| 5 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$101K |
IMCG Hedge Fund Activity: Q4 2015 in Review
52 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q4 2015, worth a combined $70.8M — up 7.1% from $66.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IMCG positions and 2 closed out — a net gain of 6 holders — while 20 added to existing stakes and 9 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.96M. The largest seller was Susquehanna International Group, cutting an estimated $1.23M.
- 52 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q4 2015, up from 48 in Q3 2015.
- Funds reported $70.8M of iShares Morningstar Mid-Cap Growth ETF stock for Q4 2015, up 7.1% quarter-over-quarter.
- 8 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q4 2015 and 2 closed out, a net change of +6 holders.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q4 2015 was LPL Financial, an estimated $2.96M added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q4 2015 was Susquehanna International Group, an estimated $1.23M sold.
Based on aggregated 13F filings for Q4 2015.