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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.

New
Increased
Maintained
Reduced
Closed

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 (+$66.6M)

13.44% more ownership

Funds ownership: 276.7% → 290.14% (+13%)

8% more funds holding

Funds holding: 83 → 90 (+7)

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
30
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$10.1M
2
Morgan Stanley
Morgan Stanley
New York
+$5.76M
3
Jane Street
Jane Street
New York
+$4.56M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.62M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.3M

Top Sellers

1
GFPC
Global Financial Private Capital
Florida
-$1.33M
2
BRWM
B. Riley Wealth Management
Tennessee
-$1.31M
3
MHS
M Holdings Securities
Oregon
-$1.17M
4
WWM
Western Wealth Management
Colorado
-$912K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$831K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$48.6M +$567K +14,064 +1%
UBS Group
2
UBS Group
Switzerland
$33.8M +$10.1M +249,798 +45%
Wells Fargo
3
Wells Fargo
California
$24.9M +$2.76M +68,424 +13%
Morgan Stanley
4
Morgan Stanley
New York
$18.8M +$5.76M +142,692 +47%
MTC
5
Matrix Trust Company
Colorado
$14.5M +$13.9M +345,342 New
LPL Financial
6
LPL Financial
California
$11.4M +$189K +4,674 +2%
Bank of America
7
Bank of America
North Carolina
$11.3M +$17.9K +444 +0.2%
Citadel Advisors
8
Citadel Advisors
Florida
$8.08M +$3.62M +89,784 +87%
RJA
9
Raymond James & Associates
Florida
$6.25M +$612K +15,162 +11%
Ameriprise
10
Ameriprise
Minnesota
$5.72M +$4.12K +102 +0.1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.57M +$3.3M +81,702 +160%
PAG
12
Private Advisor Group
New Jersey
$5.11M +$187K +4,626 +4%
Stifel Financial
13
Stifel Financial
Missouri
$4.91M +$382K +9,474 +9%
Jane Street
14
Jane Street
New York
$4.74M +$4.56M +113,058 New
Axa
15
Axa
France
$4.64M – – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.39M +$484K +11,988 +13%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$3.65M – – –
SAM
18
Summit Asset Management
Tennessee
$3.62M -$11.4K -282 -0.3%
AG
19
Advisor Group
Arizona
$3.16M +$1.33M +32,916 +78%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$3M +$2.89M +71,592 New
FAIM
21
Financial Advocates Investment Management
Washington
$2.99M +$221K +5,478 +8%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.87M +$837K +20,736 +43%
Goldman Sachs
23
Goldman Sachs
New York
$2.65M – – –
AAS
24
Avantax Advisory Services
Texas
$2.63M +$154K +3,816 +6%
CMP
25
Courage Miller Partners
Virginia
$2.61M -$58.6K -1,452 -2%
1
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IMCG Hedge Fund Activity: Q2 2019 in Review

90 of the 4,604 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.