iShares Morningstar Mid-Cap Growth ETF
IMCG
55 hedge funds and large institutions have $56.4M invested in iShares Morningstar Mid-Cap Growth ETF in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
8% more funds holding
Funds holding: 51 → 55 (+4)
24% less capital invested
Capital invested by funds: $74.5M → $56.4M (-$18.1M)
36.4% less ownership
Funds ownership: 209.98% → 173.58% (-36%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
52% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.14M |
| 2 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$651K |
| 3 |
SG Americas Securities
New York
|
+$524K |
| 4 |
Bank of New York Mellon
New York
|
+$513K |
| 5 |
VF
Virtu Financial
New York
|
+$329K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFA
Kays Financial Advisory
Atlanta,
Georgia
|
-$10.5M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.89M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.86M |
| 4 |
Axa
Paris,
France
|
-$2.08M |
| 5 |
SAM
Summit Asset Management
Memphis,
Tennessee
|
-$1.81M |
IMCG Hedge Fund Activity: Q2 2016 in Review
55 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q2 2016, worth a combined $56.4M — down 24% from $74.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IMCG positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 21 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $1.14M. The largest seller was Kays Financial Advisory, cutting an estimated $10.5M.
- 55 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q2 2016, up from 51 in Q1 2016.
- Funds reported $56.4M of iShares Morningstar Mid-Cap Growth ETF stock for Q2 2016, down 24% quarter-over-quarter.
- 7 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q2 2016 and 3 closed out, a net change of +4 holders.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q2 2016 was Citadel Advisors, an estimated $1.14M added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q2 2016 was Kays Financial Advisory, an estimated $10.5M sold.
Based on aggregated 13F filings for Q2 2016.