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iShares Morningstar Mid-Cap ETF

112 hedge funds and large institutions have $293M invested in iShares Morningstar Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

8.83% more ownership

Funds ownership: 157.11%165.94% (+8.8%)

7% more capital invested

Capital invested by funds: $273M → $293M (+$20.4M)

1% more funds holding

Funds holding: 111112 (+1)

3% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 31

Holders
112
Holders Change
+1
Holders Change %
+0.9%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
30
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change

IMCB Hedge Fund Activity: Q2 2019 in Review

112 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q2 2019, worth a combined $293M — up 7.5% from $273M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IMCB positions and 8 closed out — a net gain of 4 holders — while 30 added to existing stakes and 31 trimmed.

The largest buyer was Ameritas Investment Company, opening a new position worth an estimated $4.03M. The largest seller was Royal Bank of Canada, cutting an estimated $6.68M.

  • 112 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q2 2019, up from 111 in Q1 2019.
  • Funds reported $293M of iShares Morningstar Mid-Cap ETF stock for Q2 2019, up 7.5% quarter-over-quarter.
  • 12 funds opened new iShares Morningstar Mid-Cap ETF positions in Q2 2019 and 8 closed out, a net change of +4 holders.
  • The largest iShares Morningstar Mid-Cap ETF buyer in Q2 2019 was Ameritas Investment Company, an estimated $4.03M added.
  • The largest iShares Morningstar Mid-Cap ETF seller in Q2 2019 was Royal Bank of Canada, an estimated $6.68M sold.

Based on aggregated 13F filings for Q2 2019.