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iShares Morningstar Mid-Cap Growth ETF

70 hedge funds and large institutions have $85.2M invested in iShares Morningstar Mid-Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

9.27% more ownership

Funds ownership: 172.12%181.39% (+9.3%)

6% more funds holding

Funds holding: 6670 (+4)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

38% less capital invested

Capital invested by funds: $138M → $85.2M (-$52.9M)

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
14
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change

IMCG Hedge Fund Activity: Q4 2018 in Review

70 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q4 2018, worth a combined $85.2M — down 38% from $138M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IMCG positions and 8 closed out — a net gain of 4 holders — while 14 added to existing stakes and 18 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $6.18M. The largest seller was Jane Street, cutting an estimated $4.9M.

  • 70 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q4 2018, up from 66 in Q3 2018.
  • Funds reported $85.2M of iShares Morningstar Mid-Cap Growth ETF stock for Q4 2018, down 38% quarter-over-quarter.
  • 12 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q4 2018 and 8 closed out, a net change of +4 holders.
  • The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q4 2018 was Citadel Advisors, an estimated $6.18M added.
  • The largest iShares Morningstar Mid-Cap Growth ETF seller in Q4 2018 was Jane Street, an estimated $4.9M sold.

Based on aggregated 13F filings for Q4 2018.