iShares Morningstar Mid-Cap ETF
IMCB
87 hedge funds and large institutions have $280M invested in iShares Morningstar Mid-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
25% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 24
9% more funds holding
Funds holding: 80 → 87 (+7)
7% more capital invested
Capital invested by funds: $261M → $280M (+$18.7M)
4.8% more ownership
Funds ownership: 139.08% → 143.89% (+4.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$8.39M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$1.71M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.04M |
| 4 |
Goldman Sachs
New York
|
+$963K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$722K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.2M |
| 2 |
Jane Street
New York
|
-$1.61M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$818K |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
-$605K |
| 5 |
FA
FDx Advisors
Chicago,
Illinois
|
-$560K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
JP Morgan Chase
New York
| $13K | – | – | – |
|
|
GEA
77
Glen Eagle Advisors
Kingston,
New Jersey
| $8.04K | – | – | – |
|
|
MFW
78
Mosaic Family Wealth
St. Louis,
Missouri
| $6K | – | – | – |
|
|
CTC
79
Central Trust Company
Jefferson City,
Missouri
| $5K | – | – | – |
|
|
AIM
80
Advantage Investment Management
Cedar Rapids,
Iowa
| $4K | – | – | – |
|
|
CCM
81
Covington Capital Management
Los Angeles,
California
| $4K | +$4.27K | +100 | New |
|
|
PA
82
Parallel Advisors
San Francisco,
California
| $3K | – | – | – |
|
|
WTC
83
WhitTier Trust Company
Reno,
Nevada
| $3K | – | – | – |
|
|
TCM
84
TD Capital Management
Memphis,
Tennessee
| $3K | +$3.07K | +72 | New |
|
85
BlackRock
New York
| $2K | – | – | – |
|
|
SPIA
86
Steward Partners Investment Advisory
New York
| $1K | – | – | – |
|
|
SF
87
Synovus Financial
Columbus,
Georgia
| – | -$52K | -1,236 | Closed |
|
88
Creative Planning
Overland Park,
Kansas
| – | -$13K | -300 | Closed |
|
IMCB Hedge Fund Activity: Q3 2017 in Review
87 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q3 2017, worth a combined $280M — up 7.2% from $261M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IMCB positions and 2 closed out — a net gain of 7 holders — while 30 added to existing stakes and 24 trimmed.
The largest buyer was Tower Research Capital (TRC), opening a new position worth an estimated $8.39M. The largest seller was Raymond James & Associates, cutting an estimated $4.2M.
- 87 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q3 2017, up from 80 in Q2 2017.
- Funds reported $280M of iShares Morningstar Mid-Cap ETF stock for Q3 2017, up 7.2% quarter-over-quarter.
- 9 funds opened new iShares Morningstar Mid-Cap ETF positions in Q3 2017 and 2 closed out, a net change of +7 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q3 2017 was Tower Research Capital (TRC), an estimated $8.39M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q3 2017 was Raymond James & Associates, an estimated $4.2M sold.
Based on aggregated 13F filings for Q3 2017.