iShares Morningstar Mid-Cap Growth ETF
IMCG
90 hedge funds and large institutions have $264M invested in iShares Morningstar Mid-Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 8 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 12
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
34% more capital invested
Capital invested by funds: $197M → $264M (+$66.7M)
13.44% more ownership
Funds ownership: 276.7% → 290.14% (+13%)
8% more funds holding
Funds holding: 83 → 90 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$10.1M |
| 2 |
Morgan Stanley
New York
|
+$5.76M |
| 3 |
Jane Street
New York
|
+$4.56M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$3.62M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
-$1.33M |
| 2 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$1.31M |
| 3 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$1.17M |
| 4 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$912K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$831K |
IMCG Hedge Fund Activity: Q2 2019 in Review
90 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Growth ETF (IMCG) for Q2 2019, worth a combined $264M — up 34% from $197M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IMCG positions and 8 closed out — a net gain of 9 holders — while 30 added to existing stakes and 12 trimmed.
The largest buyer was UBS Group, adding an estimated $10.1M. The largest seller was Global Financial Private Capital, exiting entirely with an estimated $1.33M sold.
- 90 institutional investors held iShares Morningstar Mid-Cap Growth ETF (IMCG) as of Q2 2019, up from 83 in Q1 2019.
- Funds reported $264M of iShares Morningstar Mid-Cap Growth ETF stock for Q2 2019, up 34% quarter-over-quarter.
- 17 funds opened new iShares Morningstar Mid-Cap Growth ETF positions in Q2 2019 and 8 closed out, a net change of +9 holders.
- The largest iShares Morningstar Mid-Cap Growth ETF buyer in Q2 2019 was UBS Group, an estimated $10.1M added.
- The largest iShares Morningstar Mid-Cap Growth ETF seller in Q2 2019 was Global Financial Private Capital, an estimated $1.33M sold.
Based on aggregated 13F filings for Q2 2019.