iShares Morningstar Mid-Cap ETF
IMCB
116 hedge funds and large institutions have $299M invested in iShares Morningstar Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 38 reducing their positions, and 9 closing their positions.
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
4% more funds holding
Funds holding: 112 → 116 (+4)
2.21% more ownership
Funds ownership: 165.94% → 168.14% (+2.2%)
2% more capital invested
Capital invested by funds: $293M → $299M (+$5.58M)
32% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 38
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$4.89M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.17M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.69M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$1.69M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$4.1M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$4.01M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.59M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.55M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$969K |
IMCB Hedge Fund Activity: Q3 2019 in Review
116 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q3 2019, worth a combined $299M — up 1.9% from $293M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IMCB positions and 9 closed out — a net gain of 4 holders — while 26 added to existing stakes and 38 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $4.89M. The largest seller was Ameritas Investment Company, cutting an estimated $4.1M.
- 116 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q3 2019, up from 112 in Q2 2019.
- Funds reported $299M of iShares Morningstar Mid-Cap ETF stock for Q3 2019, up 1.9% quarter-over-quarter.
- 13 funds opened new iShares Morningstar Mid-Cap ETF positions in Q3 2019 and 9 closed out, a net change of +4 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q3 2019 was Citadel Advisors, an estimated $4.89M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q3 2019 was Ameritas Investment Company, an estimated $4.1M sold.
Based on aggregated 13F filings for Q3 2019.