iShares Morningstar Mid-Cap ETF
IMCB
109 hedge funds and large institutions have $288M invested in iShares Morningstar Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 38 reducing their positions, and 9 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
14% more capital invested
Capital invested by funds: $253M → $288M (+$35M)
6% more funds holding
Funds holding: 103 → 109 (+6)
0.23% less ownership
Funds ownership: 186.8% → 186.57% (-0.23%)
34% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.87M |
| 2 |
SA
Silversage Advisors
Irvine,
California
|
+$3.06M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$2.2M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.07M |
| 5 |
VA
Valmark Advisers
Akron,
Ohio
|
+$1.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$6.6M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$6.59M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.1M |
| 4 |
Morgan Stanley
New York
|
-$4.64M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.06M |
IMCB Hedge Fund Activity: Q2 2020 in Review
109 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q2 2020, worth a combined $288M — up 14% from $253M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IMCB positions and 9 closed out — a net gain of 6 holders — while 25 added to existing stakes and 38 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $4.87M. The largest seller was Citadel Advisors, exiting entirely with an estimated $6.6M sold.
- 109 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q2 2020, up from 103 in Q1 2020.
- Funds reported $288M of iShares Morningstar Mid-Cap ETF stock for Q2 2020, up 14% quarter-over-quarter.
- 15 funds opened new iShares Morningstar Mid-Cap ETF positions in Q2 2020 and 9 closed out, a net change of +6 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q2 2020 was Royal Bank of Canada, an estimated $4.87M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q2 2020 was Citadel Advisors, an estimated $6.6M sold.
Based on aggregated 13F filings for Q2 2020.