iShares Morningstar Mid-Cap Growth ETF
IMCG
56 hedge funds and large institutions have $50.7M invested in iShares Morningstar Mid-Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
26.07% more ownership
Funds ownership: 0% → 26.07% (+26%)
4% more funds holding
Funds holding: 54 → 56 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
52% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 21
70% less capital inflows, than outflows
Capital inflows: $3.26M | Capital outflows: $11M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
+$743K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$586K |
| 3 |
VF
Virtu Financial
New York
|
+$441K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$274K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$274K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Axa
Paris,
France
|
-$3.08M |
| 2 |
SAM
Summit Asset Management
Memphis,
Tennessee
|
-$2.69M |
| 3 |
Jane Street
New York
|
-$1.69M |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$1.01M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$427K |
IMCG Hedge Fund Activity: Q4 2016 in Review
56 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q4 2016, worth a combined $50.7M — down 14% from $58.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IMCG positions and 5 closed out — a net gain of 3 holders — while 10 added to existing stakes and 21 trimmed.
The largest buyer was Pointe Capital Management, opening a new position worth an estimated $743K. The largest seller was Axa, cutting an estimated $3.08M.
- 56 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q4 2016, up from 54 in Q3 2016.
- Funds reported $50.7M of iShares Morningstar Mid-Cap Growth ETF stock for Q4 2016, down 14% quarter-over-quarter.
- 8 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q4 2016 and 5 closed out, a net change of +3 holders.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q4 2016 was Pointe Capital Management, an estimated $743K added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q4 2016 was Axa, an estimated $3.08M sold.
Based on aggregated 13F filings for Q4 2016.