iShares Morningstar Mid-Cap ETF
IMCB
93 hedge funds and large institutions have $291M invested in iShares Morningstar Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 9 closing their positions.
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
29% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 24
7% more funds holding
Funds holding: 87 → 93 (+6)
3.44% more ownership
Funds ownership: 150.28% → 153.71% (+3.4%)
2% less capital invested
Capital invested by funds: $297M → $291M (-$5.38M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.67M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.1M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.05M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.87M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$6.14M |
| 2 |
Jane Street
New York
|
-$4.71M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.18M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$2.16M |
| 5 |
Morgan Stanley
New York
|
-$638K |
IMCB Hedge Fund Activity: Q1 2018 in Review
93 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q1 2018, worth a combined $291M — down 1.8% from $297M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IMCB positions and 9 closed out — a net gain of 6 holders — while 31 added to existing stakes and 24 trimmed.
The largest buyer was Ameriprise, adding an estimated $4.67M. The largest seller was Goldman Sachs, exiting entirely with an estimated $6.14M sold.
- 93 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q1 2018, up from 87 in Q4 2017.
- Funds reported $291M of iShares Morningstar Mid-Cap ETF stock for Q1 2018, down 1.8% quarter-over-quarter.
- 15 funds opened new iShares Morningstar Mid-Cap ETF positions in Q1 2018 and 9 closed out, a net change of +6 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q1 2018 was Ameriprise, an estimated $4.67M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q1 2018 was Goldman Sachs, an estimated $6.14M sold.
Based on aggregated 13F filings for Q1 2018.