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iShares Morningstar Mid-Cap ETF
IMCB

154 hedge funds and large institutions have $390M invested in iShares Morningstar Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

10% more capital invested

Capital invested by funds: $355M → $390M (+$34.5M)

4% more funds holding

Funds holding: 148 → 154 (+6)

7% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 44

0.48% more ownership

Funds ownership: 51.04% → 51.52% (+0.48%)

Holders
154
Holders Change
+6
Holders Change %
+4.05%
% of All Funds
2.42%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
47
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$4.09M
2
CAN
Cetera Advisor Networks
California
+$2.81M
3
AssetMark Inc
AssetMark Inc
California
+$1.43M
4
SOS
Silver Oak Securities
Tennessee
+$990K
5
MIC
Means Investment Company
Maine
+$744K

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.13M
2
Morgan Stanley
Morgan Stanley
New York
-$3.08M
3
RJA
Raymond James & Associates
Florida
-$1.96M
4
CFGS
Concourse Financial Group Securities
Alabama
-$1.5M
5
MMA
Miracle Mile Advisors
California
-$986K
Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
101
Robertson Stephens Wealth Management
California
$225K – – –
CIA
102
Cape Investment Advisory
Georgia
$223K -$1.69K -28 -0.8%
Citigroup
103
Citigroup
New York
$211K +$22.5K +374 +13%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$202K +$12.3K +204 +7%
BC
105
Barrett & Company
Rhode Island
$197K +$602 +10 +0.3%
CTB
106
Country Trust Bank
Illinois
$197K – – –
FMII
107
Farmers & Merchants Investments Inc
Nebraska
$191K – – –
Franklin Resources
108
Franklin Resources
California
$190K – – –
FCA
109
FinTrust Capital Advisors
South Carolina
$182K – – –
PMFA
110
Plante Moran Financial Advisors
Michigan
$182K +$181 +3 +0.1%
GWM
111
Geneos Wealth Management
Colorado
$163K – – –
LWCFA
112
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$162K +$154K +2,556 New
TSWM
113
Tyler-Stone Wealth Management
Ohio
$155K +$147K +2,447 New
MPCG
114
Matrix Private Capital Group
New York
$154K +$60 +1 +0%
AA
115
Addison Advisors
Vermont
$117K +$72.9K +1,210 +188%
US Bancorp
116
US Bancorp
Minnesota
$108K – – –
EWM
117
EPG Wealth Management
Georgia
$85.6K – – –
SPIA
118
Steward Partners Investment Advisory
New York
$85.4K – – –
HWM
119
HighMark Wealth Management
Minnesota
$82.1K – – –
CCA
120
Column Capital Advisors
Indiana
$80K – – –
IGWM
121
ICA Group Wealth Management
Colorado
$74.9K – – –
PB
122
Pinnacle Bancorp
Nebraska
$69.7K – – –
S
123
SignatureFD
Georgia
$68K +$181 +3 +0.3%
FFA
124
Farther Finance Advisors
California
$63K +$20K +332 +50%
JP Morgan Chase
125
JP Morgan Chase
New York
$62.3K +$59.3K +984 New
3 4
5
6 7

IMCB Hedge Fund Activity: Q2 2023 in Review

154 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q2 2023, worth a combined $390M — up 9.7% from $355M 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 44 trimmed.

The largest buyer was Stifel Financial, adding an estimated $4.09M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $3.13M.

  • 154 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q2 2023, up from 148 in Q1 2023.
  • Funds reported $390M of iShares Morningstar Mid-Cap ETF stock for Q2 2023, up 9.7% quarter-over-quarter.
  • 15 funds opened new iShares Morningstar Mid-Cap ETF positions in Q2 2023 and 8 closed out, a net change of +7 holders.
  • The largest iShares Morningstar Mid-Cap ETF buyer in Q2 2023 was Stifel Financial, an estimated $4.09M added.
  • The largest iShares Morningstar Mid-Cap ETF seller in Q2 2023 was Raymond James Financial Services Advisors, an estimated $3.13M sold.

Based on aggregated 13F filings for Q2 2023.