iShares Morningstar Mid-Cap ETF
IMCB
103 hedge funds and large institutions have $258M invested in iShares Morningstar Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 12 closing their positions.
58% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 12
7% more funds holding
Funds holding: 96 → 103 (+7)
5.16% more ownership
Funds ownership: 158.18% → 163.34% (+5.2%)
4% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 27
20% less capital invested
Capital invested by funds: $322M → $258M (-$64M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.39M |
| 2 |
KCM
Karp Capital Management
Sausalito,
California
|
+$5.55M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.73M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.36M |
| 5 |
DWA
Divergent Wealth Advisors
South Jordan,
Utah
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$14.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.61M |
| 3 |
Jane Street
New York
|
-$585K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$542K |
| 5 |
F
F3Logic
Burnsville,
Minnesota
|
-$335K |
IMCB Hedge Fund Activity: Q4 2018 in Review
103 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q4 2018, worth a combined $258M — down 20% from $322M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IMCB positions and 12 closed out — a net gain of 7 holders — while 26 added to existing stakes and 27 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $6.39M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $14.5M.
- 103 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q4 2018, up from 96 in Q3 2018.
- Funds reported $258M of iShares Morningstar Mid-Cap ETF stock for Q4 2018, down 20% quarter-over-quarter.
- 19 funds opened new iShares Morningstar Mid-Cap ETF positions in Q4 2018 and 12 closed out, a net change of +7 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q4 2018 was Raymond James Financial Services Advisors, an estimated $6.39M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q4 2018 was Ladenburg Thalmann Financial Services, an estimated $14.5M sold.
Based on aggregated 13F filings for Q4 2018.