iShares Morningstar Mid-Cap ETF
IMCB
141 hedge funds and large institutions have $425M invested in iShares Morningstar Mid-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 8 closing their positions.
225% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 8
14% more funds holding
Funds holding: 124 → 141 (+17)
6% more capital invested
Capital invested by funds: $401M → $425M (+$23.6M)
1.24% more ownership
Funds ownership: 45.94% → 47.18% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
11% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.13M |
| 2 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$1.62M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.52M |
| 4 |
Cerity Partners
New York
|
+$1.48M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$7.04M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.57M |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$2.99M |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$2.27M |
| 5 |
Jane Street
New York
|
-$2.09M |
IMCB Hedge Fund Activity: Q4 2021 in Review
141 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q4 2021, worth a combined $425M — up 5.9% from $401M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IMCB positions and 8 closed out — a net gain of 18 holders — while 34 added to existing stakes and 38 trimmed.
The largest buyer was UBS Group, adding an estimated $2.13M. The largest seller was Pacific Financial Group, exiting entirely with an estimated $7.04M sold.
- 141 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q4 2021, up from 124 in Q3 2021.
- Funds reported $425M of iShares Morningstar Mid-Cap ETF stock for Q4 2021, up 5.9% quarter-over-quarter.
- 26 funds opened new iShares Morningstar Mid-Cap ETF positions in Q4 2021 and 8 closed out, a net change of +18 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q4 2021 was UBS Group, an estimated $2.13M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q4 2021 was Pacific Financial Group, an estimated $7.04M sold.
Based on aggregated 13F filings for Q4 2021.