iShares Morningstar Mid-Cap ETF
IMCB
141 hedge funds and large institutions have $340M invested in iShares Morningstar Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
31% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 36
5% more funds holding
Funds holding: 134 → 141 (+7)
0.44% more ownership
Funds ownership: 49.78% → 50.21% (+0.44%)
3% less capital invested
Capital invested by funds: $351M → $340M (-$11.1M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.51M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$1.45M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$1.32M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.25M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
-$2.25M |
| 2 |
Morgan Stanley
New York
|
-$958K |
| 3 |
OFG
OmniStar Financial Group
Wilmington,
North Carolina
|
-$790K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$646K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$636K |
IMCB Hedge Fund Activity: Q3 2022 in Review
141 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q3 2022, worth a combined $340M — down 3.2% from $351M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IMCB positions and 8 closed out — a net gain of 7 holders — while 47 added to existing stakes and 36 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.51M. The largest seller was Wealthquest, exiting entirely with an estimated $2.25M sold.
- 141 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q3 2022, up from 134 in Q2 2022.
- Funds reported $340M of iShares Morningstar Mid-Cap ETF stock for Q3 2022, down 3.2% quarter-over-quarter.
- 15 funds opened new iShares Morningstar Mid-Cap ETF positions in Q3 2022 and 8 closed out, a net change of +7 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q3 2022 was Citadel Advisors, an estimated $1.51M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q3 2022 was Wealthquest, an estimated $2.25M sold.
Based on aggregated 13F filings for Q3 2022.