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iShares Morningstar Mid-Cap ETF
IMCB

168 hedge funds and large institutions have $477M invested in iShares Morningstar Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

4% more funds holding

Funds holding: 162 → 168 (+6)

6% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 47

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2% less capital invested

Capital invested by funds: $485M → $477M (-$8.21M)

5.64% less ownership

Funds ownership: 60.48% → 54.84% (-5.6%)

Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
50
Reduced
47
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.52M
2
UBS Group
UBS Group
Switzerland
+$2.73M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.23M
4
SOS
Silver Oak Securities
Tennessee
+$1.24M
5
MIC
Means Investment Company
Maine
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$61.6M
2
RJA
Raymond James & Associates
Florida
-$3.34M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$934K
4
Ameriprise
Ameriprise
Minnesota
-$710K
5
LPL Financial
LPL Financial
California
-$627K
Name Holding Trade Value Shares
Change 		Change in
Stake
PJWM
76
Philip James Wealth Mangement
Georgia
$437K +$1.37K +20 +0.3%
MCCP
77
Mission Creek Capital Partners
California
$437K -$3.15K -46 -0.8%
AHC
78
Adell Harriman & Carpenter
Texas
$430K – – –
FF
79
Financial Futures
New Jersey
$418K – – –
ASN
80
Advisory Services Network
Georgia
$417K – – –
LSA
81
Lion Street Advisors
Texas
$397K – – –
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$386K -$934K -13,629 -72%
CFD
83
Creative Financial Designs
Indiana
$382K +$343K +5,013 +2,124%
DWA
84
Divergent Wealth Advisors
Utah
$381K -$65.4K -954 -15%
NRI
85
NFP Retirement Inc
California
$381K +$359K +5,235 New
GLA
86
Good Life Advisors
Pennsylvania
$370K – – –
PI
87
PFG Investments
New York
$362K +$341K +4,976 New
PA
88
Procyon Advisors
Connecticut
$358K – – –
PVAMC
89
PPS&V Asset Management Consultants
Michigan
$353K -$438K -6,392 -57%
IWM
90
IHT Wealth Management
Illinois
$353K -$2.6K -38 -0.8%
Comerica Bank
91
Comerica Bank
Texas
$340K -$120K -1,754 -27%
SPC
92
Sigma Planning Corp
Michigan
$339K +$318K +4,648 New
MA
93
Mutual Advisors
Nebraska
$331K +$16.2K +237 +5%
BRWA
94
B. Riley Wealth Advisors
Florida
$331K +$50.6K +738 +15%
LNC
95
Lincoln National Corp
Pennsylvania
$328K +$69 +1 +0%
MCM
96
MAI Capital Management
Ohio
$323K +$20.6K +300 +7%
M&T Bank
97
M&T Bank
New York
$318K -$58.3K -851 -16%
FP
98
Financial Perspectives
Minnesota
$315K +$8.02K +117 +3%
AA
99
Addison Advisors
Vermont
$295K – – –
EWA
100
Evolution Wealth Advisors
Florida
$291K +$274K +4,000 New
2 3
4
5 6

IMCB Hedge Fund Activity: Q1 2024 in Review

168 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q1 2024, worth a combined $477M — down 1.7% from $485M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IMCB positions and 5 closed out — a net gain of 8 holders — while 50 added to existing stakes and 47 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $9.52M. The largest seller was Morgan Stanley, cutting an estimated $61.6M.

  • 168 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q1 2024, up from 162 in Q4 2023.
  • Funds reported $477M of iShares Morningstar Mid-Cap ETF stock for Q1 2024, down 1.7% quarter-over-quarter.
  • 13 funds opened new iShares Morningstar Mid-Cap ETF positions in Q1 2024 and 5 closed out, a net change of +8 holders.
  • The largest iShares Morningstar Mid-Cap ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $9.52M added.
  • The largest iShares Morningstar Mid-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $61.6M sold.

Based on aggregated 13F filings for Q1 2024.