iShares Morningstar Mid-Cap ETF
IMCB
96 hedge funds and large institutions have $322M invested in iShares Morningstar Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
11% more capital invested
Capital invested by funds: $289M → $322M (+$32.5M)
4% more funds holding
Funds holding: 92 → 96 (+4)
1.86% more ownership
Funds ownership: 156.32% → 158.18% (+1.9%)
0% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.95M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$801K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$667K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$617K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$452K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.76M |
| 2 |
Morgan Stanley
New York
|
-$1.26M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$573K |
| 4 |
Mariner
Overland Park,
Kansas
|
-$543K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$442K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
101
FNY Investment Advisers
New York
| – | -$8K | -180 | Closed |
|
|
KJWM
102
Kiley Juergens Wealth Management
Olympia,
Washington
| – | -$4K | -100 | Closed |
|
103
BlackRock
New York
| – | -$2K | -40 | Closed |
|
IMCB Hedge Fund Activity: Q3 2018 in Review
96 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q3 2018, worth a combined $322M — up 11% from $289M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IMCB positions and 8 closed out — a net gain of 4 holders — while 26 added to existing stakes and 26 trimmed.
The largest buyer was MML Investors Services, adding an estimated $2.95M. The largest seller was Ameriprise, cutting an estimated $6.76M.
- 96 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q3 2018, up from 92 in Q2 2018.
- Funds reported $322M of iShares Morningstar Mid-Cap ETF stock for Q3 2018, up 11% quarter-over-quarter.
- 12 funds opened new iShares Morningstar Mid-Cap ETF positions in Q3 2018 and 8 closed out, a net change of +4 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q3 2018 was MML Investors Services, an estimated $2.95M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q3 2018 was Ameriprise, an estimated $6.76M sold.
Based on aggregated 13F filings for Q3 2018.