iShares Morningstar Mid-Cap ETF
IMCB
36 hedge funds and large institutions have $78.6M invested in iShares Morningstar Mid-Cap ETF in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 7 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
6% less capital invested
Capital invested by funds: $83.4M → $78.6M (-$4.78M)
7.38% less ownership
Funds ownership: 112.62% → 105.24% (-7.4%)
8% less funds holding
Funds holding: 39 → 36 (-3)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.12M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.03M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$2.34M |
| 4 |
NFG
Next Financial Group
Houston,
Texas
|
+$1.55M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$429K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.07M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.26M |
| 3 |
Jane Street
New York
|
-$1.64M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.59M |
| 5 |
PI
Placemark Investments
Chicago,
Illinois
|
-$931K |
IMCB Hedge Fund Activity: Q3 2014 in Review
36 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q3 2014, worth a combined $78.6M — down 5.7% from $83.4M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of IMCB and 5 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 12 added.
The largest buyer was Bank of America, adding an estimated $3.12M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $6.07M sold.
- 36 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q3 2014, down from 39 in Q2 2014.
- Funds reported $78.6M of iShares Morningstar Mid-Cap ETF stock for Q3 2014, down 5.7% quarter-over-quarter.
- 5 funds opened new iShares Morningstar Mid-Cap ETF positions in Q3 2014 and 7 closed out, a net change of -2 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q3 2014 was Bank of America, an estimated $3.12M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q3 2014 was Susquehanna International Group, an estimated $6.07M sold.
Based on aggregated 13F filings for Q3 2014.