iShares Morningstar Mid-Cap ETF
IMCB
39 hedge funds and large institutions have $83.4M invested in iShares Morningstar Mid-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
11% more funds holding
Funds holding: 35 → 39 (+4)
11% more capital invested
Capital invested by funds: $75.2M → $83.4M (+$8.16M)
1.22% more ownership
Funds ownership: 111.4% → 112.62% (+1.2%)
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.25M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$1.53M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$1.51M |
| 4 |
Morgan Stanley
New York
|
+$817K |
| 5 |
AIG
American International Group
New York
|
+$729K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$1.03M |
| 2 |
LPL Financial
San Diego,
California
|
-$785K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$713K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$441K |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$350K |
IMCB Hedge Fund Activity: Q2 2014 in Review
39 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q2 2014, worth a combined $83.4M — up 11% from $75.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IMCB positions and 2 closed out — a net gain of 4 holders — while 12 added to existing stakes and 11 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $2.25M. The largest seller was Timber Hill, cutting an estimated $1.03M.
- 39 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q2 2014, up from 35 in Q1 2014.
- Funds reported $83.4M of iShares Morningstar Mid-Cap ETF stock for Q2 2014, up 11% quarter-over-quarter.
- 6 funds opened new iShares Morningstar Mid-Cap ETF positions in Q2 2014 and 2 closed out, a net change of +4 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q2 2014 was Royal Bank of Canada, an estimated $2.25M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q2 2014 was Timber Hill, an estimated $1.03M sold.
Based on aggregated 13F filings for Q2 2014.