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iShares Morningstar Mid-Cap Growth ETF

59 hedge funds and large institutions have $66.6M invested in iShares Morningstar Mid-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

7% more funds holding

Funds holding: 5559 (+4)

6% more capital invested

Capital invested by funds: $62.6M → $66.6M (+$3.98M)

0.64% less ownership

Funds ownership: 158.48%157.84% (-0.64%)

52% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 21

Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change

IMCG Hedge Fund Activity: Q4 2017 in Review

59 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q4 2017, worth a combined $66.6M — up 6.4% from $62.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IMCG positions and 4 closed out — a net gain of 4 holders — while 10 added to existing stakes and 21 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $3.82M. The largest seller was LPL Financial, cutting an estimated $1.7M.

  • 59 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q4 2017, up from 55 in Q3 2017.
  • Funds reported $66.6M of iShares Morningstar Mid-Cap Growth ETF stock for Q4 2017, up 6.4% quarter-over-quarter.
  • 8 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q4 2017 and 4 closed out, a net change of +4 holders.
  • The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q4 2017 was Susquehanna International Group, an estimated $3.82M added.
  • The largest iShares Morningstar Mid-Cap Growth ETF seller in Q4 2017 was LPL Financial, an estimated $1.7M sold.

Based on aggregated 13F filings for Q4 2017.