IMCB icon

iShares Morningstar Mid-Cap ETF

151 hedge funds and large institutions have $376M invested in iShares Morningstar Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

17% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 48

Holders
151
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$3.15M
2 -$1.94M
3 -$1.36M
4
FTUS
Flow Traders U.S.
New York
-$1.31M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$810K
52
$800K
53
$775K
54
$768K
55
$741K
56
$737K
57
$728K
58
$724K
59
$701K
60
$698K
61
$682K
62
$677K
63
$669K
64
$660K
65
$606K
66
$598K
67
$581K
68
$577K
69
$540K
70
$502K
71
$499K
72
$497K
73
$437K
74
$414K
75
$388K