iShares Morningstar Mid-Cap ETF
IMCB
29 hedge funds and large institutions have $57M invested in iShares Morningstar Mid-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 2 closing their positions.
16% more capital invested
Capital invested by funds: $49.4M → $57M (+$7.67M)
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
4.9% more ownership
Funds ownership: 98.69% → 103.59% (+4.9%)
0% more funds holding
Funds holding: 29 → 29 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$3.29M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.97M |
| 3 |
TH
Timber Hill
Greenwich,
Connecticut
|
+$1.69M |
| 4 |
Morgan Stanley
New York
|
+$1.25M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.72M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.5M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.33M |
| 4 |
LPL Financial
San Diego,
California
|
-$351K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$311K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WTC
26
WhitTier Trust Company
Reno,
Nevada
| $9K | – | – | – |
|
|
FAM
27
Formidable Asset Management
Cincinnati,
Ohio
| $7K | +$6.43K | +220 | New |
|
28
Envestnet Asset Management
Chicago,
Illinois
| $3K | – | – | – |
|
29
Bank of Montreal
Toronto,
Ontario, Canada
| $2K | -$1.99K | -68 | -50% |
|
|
RJFSA
30
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$1.33M | -47,772 | Closed |
|
|
CS
31
Credit Suisse
Zurich,
Switzerland
| – | -$311K | -11,200 | Closed |
|
IMCB Hedge Fund Activity: Q3 2013 in Review
29 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q3 2013, worth a combined $57M — up 16% from $49.4M a quarter earlier.
Fund positioning in IMCB was balanced in Q3 2013: 2 funds opened new positions, 2 closed out, 11 added to existing stakes and 10 trimmed.
The largest buyer was UBS, adding an estimated $3.29M. The largest seller was Royal Bank of Canada, cutting an estimated $1.72M.
- 29 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $57M of iShares Morningstar Mid-Cap ETF stock for Q3 2013, up 16% quarter-over-quarter.
- 2 funds opened new iShares Morningstar Mid-Cap ETF positions in Q3 2013 and 2 closed out, a net change of 0 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q3 2013 was UBS, an estimated $3.29M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q3 2013 was Royal Bank of Canada, an estimated $1.72M sold.
Based on aggregated 13F filings for Q3 2013.