iShares Morningstar Mid-Cap ETF
IMCB
110 hedge funds and large institutions have $303M invested in iShares Morningstar Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 43 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
5% more capital invested
Capital invested by funds: $288M → $303M (+$14.5M)
1% more funds holding
Funds holding: 109 → 110 (+1)
1.76% less ownership
Funds ownership: 186.57% → 184.81% (-1.8%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
37% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$8.02M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.45M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.23M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$735K |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$525K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Silversage Advisors
Irvine,
California
|
-$4.49M |
| 2 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
-$3.87M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.75M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.58M |
| 5 |
KCM
Karp Capital Management
Sausalito,
California
|
-$2.04M |
IMCB Hedge Fund Activity: Q3 2020 in Review
110 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q3 2020, worth a combined $303M — up 5% from $288M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IMCB positions and 6 closed out — a net gain of 4 holders — while 27 added to existing stakes and 43 trimmed.
The largest buyer was Avantax Advisory Services, adding an estimated $8.02M. The largest seller was Silversage Advisors, cutting an estimated $4.49M.
- 110 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q3 2020, up from 109 in Q2 2020.
- Funds reported $303M of iShares Morningstar Mid-Cap ETF stock for Q3 2020, up 5% quarter-over-quarter.
- 10 funds opened new iShares Morningstar Mid-Cap ETF positions in Q3 2020 and 6 closed out, a net change of +4 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q3 2020 was Avantax Advisory Services, an estimated $8.02M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q3 2020 was Silversage Advisors, an estimated $4.49M sold.
Based on aggregated 13F filings for Q3 2020.