iShares Morningstar Mid-Cap ETF
IMCB
70 hedge funds and large institutions have $228M invested in iShares Morningstar Mid-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
9% more funds holding
Funds holding: 64 → 70 (+6)
1% more capital invested
Capital invested by funds: $226M → $228M (+$2.13M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 19
0.45% less ownership
Funds ownership: 171.33% → 170.88% (-0.45%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$9.6M |
| 2 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
+$3.28M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.97M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.71M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$7.43M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.87M |
| 3 |
Morgan Stanley
New York
|
-$5.59M |
| 4 |
Jane Street
New York
|
-$2.98M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.72M |
IMCB Hedge Fund Activity: Q1 2016 in Review
70 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q1 2016, worth a combined $228M — up 0.94% from $226M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IMCB positions and 4 closed out — a net gain of 7 holders — while 19 added to existing stakes and 19 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $9.6M. The largest seller was Bank of New York Mellon, cutting an estimated $7.43M.
- 70 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q1 2016, up from 64 in Q4 2015.
- Funds reported $228M of iShares Morningstar Mid-Cap ETF stock for Q1 2016, up 0.94% quarter-over-quarter.
- 11 funds opened new iShares Morningstar Mid-Cap ETF positions in Q1 2016 and 4 closed out, a net change of +7 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q1 2016 was Ladenburg Thalmann Financial Services, an estimated $9.6M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q1 2016 was Bank of New York Mellon, an estimated $7.43M sold.
Based on aggregated 13F filings for Q1 2016.