iShares Morningstar Mid-Cap ETF
IMCB
73 hedge funds and large institutions have $244M invested in iShares Morningstar Mid-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 10 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 18
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
3% less capital invested
Capital invested by funds: $251M → $244M (-$6.5M)
1% less funds holding
Funds holding: 74 → 73 (-1)
9.09% less ownership
Funds ownership: 158.74% → 149.65% (-9.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.26M |
| 2 |
SG Americas Securities
New York
|
+$2.58M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.81M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$31.5M |
| 2 |
WA
WESPAC Advisors
Orinda,
California
|
-$2.05M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.33M |
| 4 |
WI
Wintrust Investments
Chicago,
Illinois
|
-$1.04M |
| 5 |
CWM
Concert Wealth Management
San Jose,
California
|
-$721K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WS
76
Wedbush Securities
Los Angeles,
California
| – | -$216K | -5,592 | Closed |
|
77
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$208K | -5,380 | Closed |
|
|
HS
78
Horan Securities
Cincinnati,
United States
| – | -$26K | -692 | Closed |
|
|
RFA
79
Reilly Financial Advisors
La Mesa,
California
| – | -$26K | -680 | Closed |
|
80
Mariner
Overland Park,
Kansas
| – | -$20K | -508 | Closed |
|
|
IWMPD
81
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$11K | -288 | Closed |
|
|
ACM
82
Argentus Capital Management
Dallas,
Texas
| – | -$2K | -56 | Closed |
|
IMCB Hedge Fund Activity: Q4 2016 in Review
73 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q4 2016, worth a combined $244M — down 2.6% from $251M a quarter earlier.
Fund positioning in IMCB was balanced in Q4 2016: 10 funds opened new positions, 10 closed out, 26 added to existing stakes and 18 trimmed.
The largest buyer was Wells Fargo, adding an estimated $4.26M. The largest seller was Bank of New York Mellon, cutting an estimated $31.5M.
- 73 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q4 2016, down from 74 in Q3 2016.
- Funds reported $244M of iShares Morningstar Mid-Cap ETF stock for Q4 2016, down 2.6% quarter-over-quarter.
- 10 funds opened new iShares Morningstar Mid-Cap ETF positions in Q4 2016 and 10 closed out, a net change of 0 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q4 2016 was Wells Fargo, an estimated $4.26M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q4 2016 was Bank of New York Mellon, an estimated $31.5M sold.
Based on aggregated 13F filings for Q4 2016.