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iShares Morningstar Mid-Cap Growth ETF

83 hedge funds and large institutions have $197M invested in iShares Morningstar Mid-Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

132% more capital invested

Capital invested by funds: $85.2M → $197M (+$112M)

95.31% more ownership

Funds ownership: 181.39%276.7% (+95%)

19% more funds holding

Funds holding: 7083 (+13)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

Holders
83
Holders Change
+13
Holders Change %
+18.57%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
17
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change

IMCG Hedge Fund Activity: Q1 2019 in Review

83 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q1 2019, worth a combined $197M — up 132% from $85.2M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IMCG positions and 6 closed out — a net gain of 13 holders — while 17 added to existing stakes and 19 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $41.2M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $4.51M sold.

  • 83 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q1 2019, up from 70 in Q4 2018.
  • Funds reported $197M of iShares Morningstar Mid-Cap Growth ETF stock for Q1 2019, up 132% quarter-over-quarter.
  • 19 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q1 2019 and 6 closed out, a net change of +13 holders.
  • The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q1 2019 was Raymond James Financial Services Advisors, an estimated $41.2M added.
  • The largest iShares Morningstar Mid-Cap Growth ETF seller in Q1 2019 was Susquehanna International Group, an estimated $4.51M sold.

Based on aggregated 13F filings for Q1 2019.