iShares Morningstar Mid-Cap ETF
IMCB
111 hedge funds and large institutions have $273M invested in iShares Morningstar Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
8% more funds holding
Funds holding: 103 → 111 (+8)
6% more capital invested
Capital invested by funds: $258M → $273M (+$15.5M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.24% less ownership
Funds ownership: 163.34% → 157.11% (-6.2%)
17% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.77M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.92M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.76M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$405K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$314K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$12.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.56M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.97M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.78M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.1M |
IMCB Hedge Fund Activity: Q1 2019 in Review
111 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q1 2019, worth a combined $273M — up 6% from $258M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IMCB positions and 6 closed out — a net gain of 8 holders — while 29 added to existing stakes and 35 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $6.77M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $12.9M.
- 111 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q1 2019, up from 103 in Q4 2018.
- Funds reported $273M of iShares Morningstar Mid-Cap ETF stock for Q1 2019, up 6% quarter-over-quarter.
- 14 funds opened new iShares Morningstar Mid-Cap ETF positions in Q1 2019 and 6 closed out, a net change of +8 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q1 2019 was Royal Bank of Canada, an estimated $6.77M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q1 2019 was Raymond James Financial Services Advisors, an estimated $12.9M sold.
Based on aggregated 13F filings for Q1 2019.