iShares Morningstar Mid-Cap ETF
IMCB
80 hedge funds and large institutions have $261M invested in iShares Morningstar Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
35% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 20
8% more funds holding
Funds holding: 74 → 80 (+6)
3% more capital invested
Capital invested by funds: $254M → $261M (+$7.26M)
0.47% more ownership
Funds ownership: 138.61% → 139.08% (+0.47%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.05M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.97M |
| 3 |
Morgan Stanley
New York
|
+$2.61M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.23M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$6.1M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$3.51M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.55M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.07M |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$895K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WTC
76
WhitTier Trust Company
Reno,
Nevada
| $3K | – | – | – |
|
77
BlackRock
New York
| $2K | – | – | – |
|
|
SPIA
78
Steward Partners Investment Advisory
New York
| $1K | – | – | – |
|
|
IWM
79
IHT Wealth Management
Chicago,
Illinois
| $232 | +$18.3K | +436 | +64% |
|
|
80
Bessemer Group
Woodbridge,
New Jersey
| – | -$3.51M | -84,220 | Closed |
|
|
BKA
81
Brick & Kyle Associates
Newtown,
Pennsylvania
| – | -$71K | -1,700 | Closed |
|
IMCB Hedge Fund Activity: Q2 2017 in Review
80 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q2 2017, worth a combined $261M — up 2.9% from $254M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IMCB positions and 2 closed out — a net gain of 7 holders — while 27 added to existing stakes and 20 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $4.05M. The largest seller was Raymond James & Associates, cutting an estimated $6.1M.
- 80 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q2 2017, up from 74 in Q1 2017.
- Funds reported $261M of iShares Morningstar Mid-Cap ETF stock for Q2 2017, up 2.9% quarter-over-quarter.
- 9 funds opened new iShares Morningstar Mid-Cap ETF positions in Q2 2017 and 2 closed out, a net change of +7 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q2 2017 was Jane Street, an estimated $4.05M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q2 2017 was Raymond James & Associates, an estimated $6.1M sold.
Based on aggregated 13F filings for Q2 2017.