We are live on ! Find out more
IMCB icon

iShares Morningstar Mid-Cap ETF

80 hedge funds and large institutions have $261M invested in iShares Morningstar Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

8% more funds holding

Funds holding: 7480 (+6)

3% more capital invested

Capital invested by funds: $254M → $261M (+$7.26M)

0.47% more ownership

Funds ownership: 138.61%139.08% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
80
Holders Change
+6
Holders Change %
+8.11%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
27
Reduced
20
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NL
26
NWAM LLC
Washington
$1.1M +$74.2K +1,764 +7%
GRP
27
Global Retirement Partners
California
$1.1M +$61.9K +1,472 +6%
PCM
28
Parsons Capital Management
Rhode Island
$998K
CS
29
Comerica Securities
Michigan
$981K -$18.9K -448 -2%
BTS
30
BB&T Securities
Virginia
$846K +$248K +5,892 +42%
ZIC
31
ZWJ Investment Counsel
Georgia
$844K
Axa
32
Axa
France
$788K -$303K -7,200 -28%
FA
33
FDx Advisors
Illinois
$775K -$159K -3,768 -17%
SAM
34
Summit Asset Management
Tennessee
$712K
FTS
35
Fifth Third Securities
Ohio
$674K +$5.72K +136 +0.9%
PAG
36
Private Advisor Group
New Jersey
$562K -$33.5K -796 -6%
ICOA
37
Investment Centers of America
North Dakota
$514K -$145K -3,440 -22%
RSA
38
Robertson Stephens Advisors
California
$510K
FAAS
39
First Allied Advisory Services
California
$485K +$176K +4,180 +58%
TG
40
Threshold Group
Washington
$439K -$4.71K -112 -1%
LCM
41
Liberty Capital Management
Michigan
$431K
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$424K -$1.55M -36,760 -79%
SPC
43
Sigma Planning Corp
Michigan
$381K -$69.3K -1,648 -15%
IA
44
IFP Advisors
Florida
$372K +$10.8K +256 +3%
Stifel Financial
45
Stifel Financial
Missouri
$365K +$337 +8 +0.1%
CAN
46
Cetera Advisor Networks
California
$350K +$30.8K +732 +10%
IF
47
Ironwood Financial
Arizona
$330K +$10.6K +252 +3%
MIM
48
Marco Investment Management
Georgia
$291K
KeyBank National Association
49
KeyBank National Association
Ohio
$274K +$273K +6,496 New
CCA
50
Clearwater Capital Advisors
Illinois
$245K

IMCB Hedge Fund Activity: Q2 2017 in Review

80 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q2 2017, worth a combined $261M — up 2.9% from $254M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IMCB positions and 2 closed out — a net gain of 7 holders — while 27 added to existing stakes and 20 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $4.05M. The largest seller was Raymond James & Associates, cutting an estimated $6.1M.

  • 80 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q2 2017, up from 74 in Q1 2017.
  • Funds reported $261M of iShares Morningstar Mid-Cap ETF stock for Q2 2017, up 2.9% quarter-over-quarter.
  • 9 funds opened new iShares Morningstar Mid-Cap ETF positions in Q2 2017 and 2 closed out, a net change of +7 holders.
  • The largest iShares Morningstar Mid-Cap ETF buyer in Q2 2017 was Jane Street, an estimated $4.05M added.
  • The largest iShares Morningstar Mid-Cap ETF seller in Q2 2017 was Raymond James & Associates, an estimated $6.1M sold.

Based on aggregated 13F filings for Q2 2017.