iShares Morningstar Mid-Cap ETF
IMCB
74 hedge funds and large institutions have $254M invested in iShares Morningstar Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 7 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 18
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
1% more funds holding
Funds holding: 73 → 74 (+1)
4% more capital invested
Capital invested by funds: $244M → $254M (+$9.43M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11.03% less ownership
Funds ownership: 149.65% → 138.61% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.51M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
+$3.46M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.45M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.98M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
-$5.32M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.17M |
| 3 |
Jane Street
New York
|
-$4.04M |
| 4 |
PCM
Parsons Capital Management
Providence,
Rhode Island
|
-$2.74M |
| 5 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
-$1.44M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Goldman Sachs
New York
| – | -$366K | -9,312 | Closed |
|
|
CFA
77
Camarda Financial Advisors
Fleming Island,
Florida
| – | -$135K | -3,436 | Closed |
|
|
VCM
78
Versant Capital Management
Phoenix,
Arizona
| – | -$132K | -3,380 | Closed |
|
|
RCA
79
Rowland Carmichael Advisors
Scottsdale,
Arizona
| – | -$79K | -2,000 | Closed |
|
80
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$33K | -844 | Closed |
|
IMCB Hedge Fund Activity: Q1 2017 in Review
74 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q1 2017, worth a combined $254M — up 3.9% from $244M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IMCB positions and 7 closed out — a net gain of 2 holders — while 28 added to existing stakes and 18 trimmed.
The largest buyer was Ameriprise, adding an estimated $3.51M. The largest seller was Greenwich Wealth Management, exiting entirely with an estimated $5.32M sold.
- 74 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q1 2017, up from 73 in Q4 2016.
- Funds reported $254M of iShares Morningstar Mid-Cap ETF stock for Q1 2017, up 3.9% quarter-over-quarter.
- 9 funds opened new iShares Morningstar Mid-Cap ETF positions in Q1 2017 and 7 closed out, a net change of +2 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q1 2017 was Ameriprise, an estimated $3.51M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q1 2017 was Greenwich Wealth Management, an estimated $5.32M sold.
Based on aggregated 13F filings for Q1 2017.