We are live on ! Find out more
IMCB icon

iShares Morningstar Mid-Cap ETF
IMCB

151 hedge funds and large institutions have $376M invested in iShares Morningstar Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $340M → $376M (+$36.3M)

7% more funds holding

Funds holding: 141 → 151 (+10)

1.51% more ownership

Funds ownership: 50.21% → 51.72% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

17% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 48

Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
40
Reduced
48
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$5.29M
2
Morgan Stanley
Morgan Stanley
New York
+$3.18M
3
MMA
Miracle Mile Advisors
California
+$2.53M
4
MIC
Means Investment Company
Maine
+$1.42M
5
RA
RFG Advisory
Alabama
+$618K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$3.14M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.93M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.36M
4
FTUS
Flow Traders U.S.
New York
-$1.31M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
26
Miracle Mile Advisors
California
$2.54M +$2.53M +43,267 New
GA
27
Goldstein Advisors
Wisconsin
$2.34M +$2.34M +39,933 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.32M +$183K +3,122 +9%
BAMG
29
Brand Asset Management Group
Missouri
$2.25M -$12K -206 -0.5%
MML Investors Services
30
MML Investors Services
Massachusetts
$2.22M -$120K -2,048 -5%
MIC
31
Means Investment Company
Maine
$2.19M +$1.42M +24,324 +187%
HighTower Advisors
32
HighTower Advisors
Illinois
$2.14M -$116K -1,976 -5%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$1.94M +$267K +4,569 +16%
MFGM
34
Marshall Financial Group (Maryland)
Maryland
$1.86M +$191K +3,274 +11%
FA
35
Flagstar Advisors
New York
$1.65M -$73.4K -1,255 -4%
TCWA
36
Ten Capital Wealth Advisors
Washington
$1.54M -$8.25K -141 -0.5%
GRP
37
Global Retirement Partners
California
$1.54M -$186K -3,172 -11%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.5M +$490K +8,381 +49%
EH
39
Equitable Holdings
New York
$1.41M +$29.2K +500 +2%
OFG
40
OmniStar Financial Group
North Carolina
$1.35M -$155K -2,653 -10%
MFG
41
Merit Financial Group
Georgia
$1.32M +$16K +274 +1%
Truist Financial
42
Truist Financial
North Carolina
$1.31M -$34.1K -583 -3%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$1.29M +$232K +3,968 +22%
Cerity Partners
44
Cerity Partners
New York
$1.25M +$6.96K +119 +0.6%
AWM
45
Apollon Wealth Management
South Carolina
$1.2M – – –
CA
46
Cetera Advisors
Colorado
$1.18M +$15.9K +272 +1%
PCM
47
Parsons Capital Management
Rhode Island
$1.15M – – –
PGWM
48
Pitti Group Wealth Management
New York
$1.04M +$277K +4,738 +37%
WIA
49
World Investment Advisors
California
$1.04M +$12.9K +221 +1%
JWCA
50
J.W. Cole Advisors
Florida
$886K -$17.3K -296 -2%
1
2
3 4 5

IMCB Hedge Fund Activity: Q4 2022 in Review

151 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q4 2022, worth a combined $376M — up 11% from $340M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IMCB positions and 8 closed out — a net gain of 13 holders — while 40 added to existing stakes and 48 trimmed.

The largest buyer was UBS Group, adding an estimated $5.29M. The largest seller was Osaic Holdings, cutting an estimated $3.14M.

  • 151 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q4 2022, up from 141 in Q3 2022.
  • Funds reported $376M of iShares Morningstar Mid-Cap ETF stock for Q4 2022, up 11% quarter-over-quarter.
  • 21 funds opened new iShares Morningstar Mid-Cap ETF positions in Q4 2022 and 8 closed out, a net change of +13 holders.
  • The largest iShares Morningstar Mid-Cap ETF buyer in Q4 2022 was UBS Group, an estimated $5.29M added.
  • The largest iShares Morningstar Mid-Cap ETF seller in Q4 2022 was Osaic Holdings, an estimated $3.14M sold.

Based on aggregated 13F filings for Q4 2022.