iShares Morningstar Mid-Cap ETF
IMCB
154 hedge funds and large institutions have $390M invested in iShares Morningstar Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
10% more capital invested
Capital invested by funds: $355M → $390M (+$34.5M)
4% more funds holding
Funds holding: 148 → 154 (+6)
7% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 44
0.48% more ownership
Funds ownership: 51.04% → 51.52% (+0.48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$4.09M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$2.81M |
| 3 |
AssetMark Inc
Concord,
California
|
+$1.43M |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$990K |
| 5 |
MIC
Means Investment Company
Bangor,
Maine
|
+$744K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.13M |
| 2 |
Morgan Stanley
New York
|
-$3.08M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.96M |
| 4 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$1.5M |
| 5 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$986K |
IMCB Hedge Fund Activity: Q2 2023 in Review
154 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q2 2023, worth a combined $390M — up 9.7% from $355M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IMCB positions and 8 closed out — a net gain of 7 holders — while 47 added to existing stakes and 44 trimmed.
The largest buyer was Stifel Financial, adding an estimated $4.09M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $3.13M.
- 154 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q2 2023, up from 148 in Q1 2023.
- Funds reported $390M of iShares Morningstar Mid-Cap ETF stock for Q2 2023, up 9.7% quarter-over-quarter.
- 15 funds opened new iShares Morningstar Mid-Cap ETF positions in Q2 2023 and 8 closed out, a net change of +7 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q2 2023 was Stifel Financial, an estimated $4.09M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q2 2023 was Raymond James Financial Services Advisors, an estimated $3.13M sold.
Based on aggregated 13F filings for Q2 2023.