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iShares Morningstar Mid-Cap Growth ETF

63 hedge funds and large institutions have $74.8M invested in iShares Morningstar Mid-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 16 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

3% more funds holding

Funds holding: 6163 (+2)

5% more capital invested

Capital invested by funds: $71.5M → $74.8M (+$3.36M)

0.33% more ownership

Funds ownership: 163.84%164.16% (+0.33%)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change

IMCG Hedge Fund Activity: Q2 2018 in Review

63 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q2 2018, worth a combined $74.8M — up 4.7% from $71.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IMCG positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 16 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.41M. The largest seller was Axa, cutting an estimated $2.77M.

  • 63 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q2 2018, up from 61 in Q1 2018.
  • Funds reported $74.8M of iShares Morningstar Mid-Cap Growth ETF stock for Q2 2018, up 4.7% quarter-over-quarter.
  • 5 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q2 2018 and 3 closed out, a net change of +2 holders.
  • The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q2 2018 was Wells Fargo, an estimated $3.41M added.
  • The largest iShares Morningstar Mid-Cap Growth ETF seller in Q2 2018 was Axa, an estimated $2.77M sold.

Based on aggregated 13F filings for Q2 2018.