iShares Morningstar Mid-Cap ETF
IMCB
31 hedge funds and large institutions have $61.5M invested in iShares Morningstar Mid-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
8% more capital invested
Capital invested by funds: $57M → $61.5M (+$4.46M)
7% more funds holding
Funds holding: 29 → 31 (+2)
0.45% less ownership
Funds ownership: 103.59% → 103.14% (-0.45%)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.23M |
| 2 |
Morgan Stanley
New York
|
+$417K |
| 3 |
LPL Financial
San Diego,
California
|
+$389K |
| 4 |
NES
New England Securities
New York
|
+$321K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$220K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$1.98M |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$669K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$145K |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$116K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$114K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
26
Advisory Services Network
Atlanta,
Georgia
| $23K | +$22.5K | +724 | New |
|
27
Brown Advisory
Baltimore,
Maryland
| $13K | – | – | – |
|
|
FAM
28
Formidable Asset Management
Cincinnati,
Ohio
| $7K | – | – | – |
|
|
WTC
29
WhitTier Trust Company
Reno,
Nevada
| $6K | -$3.98K | -128 | -43% |
|
30
Envestnet Asset Management
Chicago,
Illinois
| $3K | – | – | – |
|
|
MIM
31
Marco Investment Management
Atlanta,
Georgia
| $223 | – | – | – |
|
|
TH
32
Timber Hill
Greenwich,
Connecticut
| – | -$1.98M | -66,548 | Closed |
|
33
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$2K | -68 | Closed |
|
IMCB Hedge Fund Activity: Q4 2013 in Review
31 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q4 2013, worth a combined $61.5M — up 7.8% from $57M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IMCB positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 9 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.23M. The largest seller was Timber Hill, exiting entirely with an estimated $1.98M sold.
- 31 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q4 2013, up from 29 in Q3 2013.
- Funds reported $61.5M of iShares Morningstar Mid-Cap ETF stock for Q4 2013, up 7.8% quarter-over-quarter.
- 4 funds opened new iShares Morningstar Mid-Cap ETF positions in Q4 2013 and 2 closed out, a net change of +2 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q4 2013 was Wells Fargo, an estimated $1.23M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q4 2013 was Timber Hill, an estimated $1.98M sold.
Based on aggregated 13F filings for Q4 2013.