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iShares Morningstar Mid-Cap ETF
IMCB

87 hedge funds and large institutions have $297M invested in iShares Morningstar Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

6.39% more ownership

Funds ownership: 143.89% → 150.28% (+6.4%)

6% more capital invested

Capital invested by funds: $280M → $297M (+$17M)

0% more funds holding

Funds holding: 87 → 87 (0)

0% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 26

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
87
Holders Change
–
Holders Change %
0%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
26
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$4.94M
2
Ameriprise
Ameriprise
Minnesota
+$2.95M
3
SB
Suntrust Banks
Georgia
+$2.77M
4
Jane Street
Jane Street
New York
+$2.69M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$747K

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$8.27M
2
HighTower Advisors
HighTower Advisors
Illinois
-$3.19M
3
NPC
National Planning Corporation
California
-$1.53M
4
SG Americas Securities
SG Americas Securities
New York
-$1.34M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$905K
Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
76
Glen Eagle Advisors
New Jersey
$8.54K – – –
CTC
77
Central Trust Company
Missouri
$6K – – –
AIM
78
Advantage Investment Management
Iowa
$5K – – –
CCM
79
Covington Capital Management
California
$5K – – –
KJWM
80
Kiley Juergens Wealth Management
Washington
$4K +$4.51K +100 New
PA
81
Parallel Advisors
California
$3K – – –
WTC
82
WhitTier Trust Company
Nevada
$3K – – –
BlackRock
83
BlackRock
New York
$2K -$180 -4 -9%
SPIA
84
Steward Partners Investment Advisory
New York
$1K – – –
CFA
85
Camarda Financial Advisors
Florida
$1K +$902 +20 New
PCG
86
Private Capital Group
Connecticut
$22 +$21.1K +468 New
NPC
87
National Planning Corporation
California
– -$1.53M -34,924 Closed
ICOA
88
Investment Centers of America
North Dakota
– -$432K -9,900 Closed
VF
89
Virtu Financial
New York
– -$385K -8,804 Closed
Wolverine Trading
90
Wolverine Trading
Illinois
– -$372K -8,508 Closed
FA
91
FDx Advisors
Illinois
– -$228K -5,224 Closed
NFG
92
Next Financial Group
Texas
– -$58K -1,320 Closed
MFW
93
Mosaic Family Wealth
Missouri
– -$6K -132 Closed
TCM
94
TD Capital Management
Tennessee
– -$3K -72 Closed
1 2 3
4

IMCB Hedge Fund Activity: Q4 2017 in Review

87 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q4 2017, worth a combined $297M — up 6.1% from $280M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IMCB positions and 8 closed out — a net gain of 2 holders — while 26 added to existing stakes and 26 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $4.94M. The largest seller was Tower Research Capital (TRC), cutting an estimated $8.27M.

  • 87 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q4 2017, unchanged from Q3 2017.
  • Funds reported $297M of iShares Morningstar Mid-Cap ETF stock for Q4 2017, up 6.1% quarter-over-quarter.
  • 10 funds opened new iShares Morningstar Mid-Cap ETF positions in Q4 2017 and 8 closed out, a net change of +2 holders.
  • The largest iShares Morningstar Mid-Cap ETF buyer in Q4 2017 was Goldman Sachs, an estimated $4.94M added.
  • The largest iShares Morningstar Mid-Cap ETF seller in Q4 2017 was Tower Research Capital (TRC), an estimated $8.27M sold.

Based on aggregated 13F filings for Q4 2017.