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iShares Morningstar Mid-Cap Growth ETF

66 hedge funds and large institutions have $138M invested in iShares Morningstar Mid-Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more capital invested

Capital invested by funds: $74.8M → $138M (+$63.3M)

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

7.95% more ownership

Funds ownership: 164.16%172.12% (+8%)

5% more funds holding

Funds holding: 6366 (+3)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
15
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change

IMCG Hedge Fund Activity: Q3 2018 in Review

66 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q3 2018, worth a combined $138M — up 85% from $74.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IMCG positions and 7 closed out — a net gain of 4 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was Jane Street, adding an estimated $6.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $5.43M sold.

  • 66 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q3 2018, up from 63 in Q2 2018.
  • Funds reported $138M of iShares Morningstar Mid-Cap Growth ETF stock for Q3 2018, up 85% quarter-over-quarter.
  • 11 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q3 2018 and 7 closed out, a net change of +4 holders.
  • The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q3 2018 was Jane Street, an estimated $6.3M added.
  • The largest iShares Morningstar Mid-Cap Growth ETF seller in Q3 2018 was Susquehanna International Group, an estimated $5.43M sold.

Based on aggregated 13F filings for Q3 2018.