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iShares Morningstar Mid-Cap ETF
IMCB

87 hedge funds and large institutions have $297M invested in iShares Morningstar Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

6.39% more ownership

Funds ownership: 143.89% → 150.28% (+6.4%)

6% more capital invested

Capital invested by funds: $280M → $297M (+$17M)

0% more funds holding

Funds holding: 87 → 87 (0)

0% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 26

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
87
Holders Change
–
Holders Change %
0%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
26
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$4.94M
2
Ameriprise
Ameriprise
Minnesota
+$2.95M
3
SB
Suntrust Banks
Georgia
+$2.77M
4
Jane Street
Jane Street
New York
+$2.69M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$747K

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$8.27M
2
HighTower Advisors
HighTower Advisors
Illinois
-$3.19M
3
NPC
National Planning Corporation
California
-$1.53M
4
SG Americas Securities
SG Americas Securities
New York
-$1.34M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$905K
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
26
SG Americas Securities
New York
$1.21M -$1.34M -29,828 -53%
GRP
27
Global Retirement Partners
California
$1.13M -$22.9K -508 -2%
PCM
28
Parsons Capital Management
Rhode Island
$1.1M – – –
CS
29
Comerica Securities
Michigan
$1.03M – – –
Axa
30
Axa
France
$866K – – –
BTS
31
BB&T Securities
Virginia
$806K -$83.1K -1,844 -10%
SAM
32
Summit Asset Management
Tennessee
$753K -$29.4K -652 -4%
IWC
33
Integrated Wealth Concepts
Massachusetts
$668K +$635K +14,092 New
TRCT
34
Tower Research Capital (TRC)
New York
$606K -$8.27M -183,508 -93%
FAAS
35
First Allied Advisory Services
California
$592K +$64.4K +1,428 +13%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$532K -$905K -20,088 -64%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$513K -$42.2K -936 -8%
LNC
38
Lincoln National Corp
Pennsylvania
$505K +$491K +10,892 New
LCM
39
Liberty Capital Management
Michigan
$486K – – –
Stifel Financial
40
Stifel Financial
Missouri
$453K -$180 -4 -0%
TH
41
Timber Hill
Connecticut
$394K -$109K -2,416 -22%
ZIC
42
ZWJ Investment Counsel
Georgia
$371K -$541K -12,000 -60%
IF
43
Ironwood Financial
Arizona
$347K -$14.2K -316 -4%
CAN
44
Cetera Advisor Networks
California
$332K +$180 +4 +0.1%
SPC
45
Sigma Planning Corp
Michigan
$327K -$64.9K -1,440 -17%
MIM
46
Marco Investment Management
Georgia
$320K – – –
KeyBank National Association
47
KeyBank National Association
Ohio
$301K – – –
BJL
48
Brighton Jones LLC
Washington
$293K – – –
VHAM
49
Van Hulzen Asset Management
California
$287K -$11.7K -260 -4%
IA
50
IFP Advisors
Florida
$277K -$137K -3,048 -34%
1
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IMCB Hedge Fund Activity: Q4 2017 in Review

87 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q4 2017, worth a combined $297M — up 6.1% from $280M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IMCB positions and 8 closed out — a net gain of 2 holders — while 26 added to existing stakes and 26 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $4.94M. The largest seller was Tower Research Capital (TRC), cutting an estimated $8.27M.

  • 87 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q4 2017, unchanged from Q3 2017.
  • Funds reported $297M of iShares Morningstar Mid-Cap ETF stock for Q4 2017, up 6.1% quarter-over-quarter.
  • 10 funds opened new iShares Morningstar Mid-Cap ETF positions in Q4 2017 and 8 closed out, a net change of +2 holders.
  • The largest iShares Morningstar Mid-Cap ETF buyer in Q4 2017 was Goldman Sachs, an estimated $4.94M added.
  • The largest iShares Morningstar Mid-Cap ETF seller in Q4 2017 was Tower Research Capital (TRC), an estimated $8.27M sold.

Based on aggregated 13F filings for Q4 2017.