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iShares Morningstar Mid-Cap ETF
IMCB

87 hedge funds and large institutions have $280M invested in iShares Morningstar Mid-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 24 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

25% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 24

9% more funds holding

Funds holding: 80 → 87 (+7)

7% more capital invested

Capital invested by funds: $261M → $280M (+$18.7M)

4.8% more ownership

Funds ownership: 139.08% → 143.89% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
87
Holders Change
+7
Holders Change %
+8.75%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
30
Reduced
24
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
+$8.39M
2
HighTower Advisors
HighTower Advisors
Illinois
+$1.71M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.04M
4
Goldman Sachs
Goldman Sachs
New York
+$963K
5
Bank of America
Bank of America
North Carolina
+$722K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$4.2M
2
Jane Street
Jane Street
New York
-$1.61M
3
Wells Fargo
Wells Fargo
California
-$818K
4
NPC
National Planning Corporation
California
-$605K
5
FA
FDx Advisors
Illinois
-$560K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.29M -$168K -3,944 -12%
NL
27
NWAM LLC
Washington
$1.19M +$48.8K +1,144 +4%
GRP
28
Global Retirement Partners
California
$1.09M -$47.4K -1,112 -4%
PCM
29
Parsons Capital Management
Rhode Island
$1.04M +$3.93K +92 +0.4%
Goldman Sachs
30
Goldman Sachs
New York
$987K +$963K +22,572 New
CS
31
Comerica Securities
Michigan
$972K -$42.8K -1,004 -4%
ZIC
32
ZWJ Investment Counsel
Georgia
$874K – – –
BTS
33
BB&T Securities
Virginia
$840K -$36K -844 -4%
Axa
34
Axa
France
$816K – – –
SAM
35
Summit Asset Management
Tennessee
$737K – – –
PAG
36
Private Advisor Group
New Jersey
$617K +$30.9K +724 +5%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$524K +$82.1K +1,924 +19%
RSA
38
Robertson Stephens Advisors
California
$499K -$29.2K -684 -6%
FAAS
39
First Allied Advisory Services
California
$493K -$3.75K -88 -0.8%
TH
40
Timber Hill
Connecticut
$477K +$466K +10,916 New
LCM
41
Liberty Capital Management
Michigan
$456K – – –
TG
42
Threshold Group
Washington
$447K -$7.51K -176 -2%
Stifel Financial
43
Stifel Financial
Missouri
$433K +$59.2K +1,388 +16%
ICOA
44
Investment Centers of America
North Dakota
$432K -$98K -2,296 -19%
IA
45
IFP Advisors
Florida
$395K +$8.53K +200 +2%
FTS
46
Fifth Third Securities
Ohio
$393K -$298K -6,988 -44%
VF
47
Virtu Financial
New York
$385K +$376K +8,804 New
Wolverine Trading
48
Wolverine Trading
Illinois
$372K +$363K +8,508 New
SPC
49
Sigma Planning Corp
Michigan
$371K -$22.5K -528 -6%
IF
50
Ironwood Financial
Arizona
$341K -$1.02K -24 -0.3%
1
2
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IMCB Hedge Fund Activity: Q3 2017 in Review

87 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q3 2017, worth a combined $280M — up 7.2% from $261M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IMCB positions and 2 closed out — a net gain of 7 holders — while 30 added to existing stakes and 24 trimmed.

The largest buyer was Tower Research Capital (TRC), opening a new position worth an estimated $8.39M. The largest seller was Raymond James & Associates, cutting an estimated $4.2M.

  • 87 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q3 2017, up from 80 in Q2 2017.
  • Funds reported $280M of iShares Morningstar Mid-Cap ETF stock for Q3 2017, up 7.2% quarter-over-quarter.
  • 9 funds opened new iShares Morningstar Mid-Cap ETF positions in Q3 2017 and 2 closed out, a net change of +7 holders.
  • The largest iShares Morningstar Mid-Cap ETF buyer in Q3 2017 was Tower Research Capital (TRC), an estimated $8.39M added.
  • The largest iShares Morningstar Mid-Cap ETF seller in Q3 2017 was Raymond James & Associates, an estimated $4.2M sold.

Based on aggregated 13F filings for Q3 2017.