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iShares Morningstar Mid-Cap ETF
IMCB

127 hedge funds and large institutions have $367M invested in iShares Morningstar Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

23% more capital invested

Capital invested by funds: $299M → $367M (+$68.2M)

18.87% more ownership

Funds ownership: 168.14% → 187.01% (+19%)

9% more funds holding

Funds holding: 116 → 127 (+11)

9% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 35

Holders
127
Holders Change
+11
Holders Change %
+9.48%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.06%
New
26
Increased
32
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$17.6M
2
Bank of America
Bank of America
North Carolina
+$8.78M
3
AAS
Avantax Advisory Services
Texas
+$8.33M
4
Morgan Stanley
Morgan Stanley
New York
+$5.54M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.14M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$4.39M
2
PAG
Private Advisor Group
New Jersey
-$2.33M
3
PFG
Pacific Financial Group
Washington
-$2.06M
4
SS
Simplicity Solutions
Minnesota
-$1.11M
5
AWM
AE Wealth Management
Kansas
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
101
Certified Advisory Corp
Florida
$65K +$1.42K +28 +2%
AIC
102
Archer Investment Corporation
Indiana
$44K +$42.8K +844 New
JP Morgan Chase
103
JP Morgan Chase
New York
$43K +$41.2K +812 New
SIAS
104
Shine Investment Advisory Services
Colorado
$36K +$203 +4 +0.6%
LWA
105
Lowe Wealth Advisors
Maryland
$32K – – –
PCG
106
Private Capital Group
Connecticut
$25K – – –
SIM
107
Sonora Investment Management
Arizona
$23K – – –
SFS
108
Sowell Financial Services
Arkansas
$22K – – –
TFGT
109
TS Financial Group (TSFG)
Illinois
$22K – – –
MF
110
Manchester Financial
California
$20K +$19.1K +376 New
ADL
111
Asset Dedication LLC
California
$17K – – –
PMFA
112
Plante Moran Financial Advisors
Michigan
$17K – – –
GI
113
Gradient Investments
Minnesota
$16K +$203 +4 +1%
JCM
114
Jacobi Capital Management
Pennsylvania
$15K +$203 +4 +1%
IFWM
115
Institute for Wealth Management
Colorado
$15K +$14.4K +284 New
EI
116
Ellevest Inc
New York
$11K -$257K -5,056 -96%
GEA
117
Glen Eagle Advisors
New Jersey
$9.64K – – –
AIC
118
Ameritas Investment Company
Nebraska
$9K – – –
SW
119
SVB Wealth
Massachusetts
$9K +$9.13K +180 New
MAM
120
Meeder Asset Management
Ohio
$5K – – –
PA
121
Parallel Advisors
California
$4K – – –
WTC
122
WhitTier Trust Company
Nevada
$4K – – –
CTC
123
Central Trust Company
Missouri
$3K – – –
IFAM
124
Institutional & Family Asset Management
Colorado
$3K – – –
LAS
125
Lloyd Advisory Services
Georgia
$3K +$3.25K +64 New
2 3 4
5
6

IMCB Hedge Fund Activity: Q4 2019 in Review

127 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q4 2019, worth a combined $367M — up 23% from $299M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IMCB positions and 12 closed out — a net gain of 14 holders — while 32 added to existing stakes and 35 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $17.6M. The largest seller was Citadel Advisors, cutting an estimated $4.39M.

  • 127 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q4 2019, up from 116 in Q3 2019.
  • Funds reported $367M of iShares Morningstar Mid-Cap ETF stock for Q4 2019, up 23% quarter-over-quarter.
  • 26 funds opened new iShares Morningstar Mid-Cap ETF positions in Q4 2019 and 12 closed out, a net change of +14 holders.
  • The largest iShares Morningstar Mid-Cap ETF buyer in Q4 2019 was Raymond James Financial Services Advisors, an estimated $17.6M added.
  • The largest iShares Morningstar Mid-Cap ETF seller in Q4 2019 was Citadel Advisors, an estimated $4.39M sold.

Based on aggregated 13F filings for Q4 2019.