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iShares Morningstar Mid-Cap ETF
IMCB

87 hedge funds and large institutions have $280M invested in iShares Morningstar Mid-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

25% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 24

9% more funds holding

Funds holding: 80 → 87 (+7)

7% more capital invested

Capital invested by funds: $261M → $280M (+$18.7M)

4.8% more ownership

Funds ownership: 139.08% → 143.89% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
87
Holders Change
+7
Holders Change %
+8.75%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
30
Reduced
24
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
+$8.39M
2
HighTower Advisors
HighTower Advisors
Illinois
+$1.71M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.04M
4
Goldman Sachs
Goldman Sachs
New York
+$963K
5
Bank of America
Bank of America
North Carolina
+$722K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$4.2M
2
Jane Street
Jane Street
New York
-$1.61M
3
Wells Fargo
Wells Fargo
California
-$818K
4
NPC
National Planning Corporation
California
-$605K
5
FA
FDx Advisors
Illinois
-$560K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
51
Cetera Advisor Networks
California
$312K -$49.2K -1,152 -14%
US Bancorp
52
US Bancorp
Minnesota
$310K +$66.7K +1,564 +28%
MIM
53
Marco Investment Management
Georgia
$301K – – –
KeyBank National Association
54
KeyBank National Association
Ohio
$284K – – –
VHAM
55
Van Hulzen Asset Management
California
$282K +$275K +6,444 New
BJL
56
Brighton Jones LLC
Washington
$276K +$270K +6,316 New
CCA
57
Clearwater Capital Advisors
Illinois
$254K – – –
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$234K +$341 +8 +0.1%
ASN
59
Advisory Services Network
Georgia
$231K – – –
FA
60
FDx Advisors
Illinois
$228K -$560K -13,128 -72%
AW
61
ACG Wealth
Georgia
$219K – – –
SSB
62
Sandy Spring Bank
Maryland
$163K – – –
IWM
63
IHT Wealth Management
Illinois
$111K +$60.1K +1,408 +126%
WEC
64
Winslow Evans & Crocker
Massachusetts
$104K -$42K -984 -29%
OIA
65
OneDigital Investment Advisors
Kansas
$75K +$341 +8 +0.5%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$66K +$19.8K +464 +44%
JCM
67
Jacobi Capital Management
Pennsylvania
$64K +$30.4K +712 +97%
NFG
68
Next Financial Group
Texas
$58K -$172K -4,020 -75%
SEI Investments
69
SEI Investments
Pennsylvania
$53K – – –
HS
70
Horan Securities
United States
$31K +$171 +4 +0.6%
WT
71
Whittier Trust
California
$24K -$17.9K -420 -44%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$22K +$12.6K +296 +140%
SIM
73
Sonora Investment Management
Arizona
$20.8K – – –
BWA
74
BDO Wealth Advisors
Florida
$18K – – –
ADL
75
Asset Dedication LLC
California
$14K – – –
1 2
3
4

IMCB Hedge Fund Activity: Q3 2017 in Review

87 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q3 2017, worth a combined $280M — up 7.2% from $261M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IMCB positions and 2 closed out — a net gain of 7 holders — while 30 added to existing stakes and 24 trimmed.

The largest buyer was Tower Research Capital (TRC), opening a new position worth an estimated $8.39M. The largest seller was Raymond James & Associates, cutting an estimated $4.2M.

  • 87 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q3 2017, up from 80 in Q2 2017.
  • Funds reported $280M of iShares Morningstar Mid-Cap ETF stock for Q3 2017, up 7.2% quarter-over-quarter.
  • 9 funds opened new iShares Morningstar Mid-Cap ETF positions in Q3 2017 and 2 closed out, a net change of +7 holders.
  • The largest iShares Morningstar Mid-Cap ETF buyer in Q3 2017 was Tower Research Capital (TRC), an estimated $8.39M added.
  • The largest iShares Morningstar Mid-Cap ETF seller in Q3 2017 was Raymond James & Associates, an estimated $4.2M sold.

Based on aggregated 13F filings for Q3 2017.