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iShares Morningstar Mid-Cap ETF
IMCB

168 hedge funds and large institutions have $477M invested in iShares Morningstar Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

4% more funds holding

Funds holding: 162 → 168 (+6)

6% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 47

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2% less capital invested

Capital invested by funds: $485M → $477M (-$8.21M)

5.64% less ownership

Funds ownership: 60.48% → 54.84% (-5.6%)

Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
50
Reduced
47
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.52M
2
UBS Group
UBS Group
Switzerland
+$2.73M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.23M
4
SOS
Silver Oak Securities
Tennessee
+$1.24M
5
MIC
Means Investment Company
Maine
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$61.6M
2
RJA
Raymond James & Associates
Florida
-$3.34M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$934K
4
Ameriprise
Ameriprise
Minnesota
-$710K
5
LPL Financial
LPL Financial
California
-$627K
Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
101
Wealth Management Associates
New Jersey
$285K -$10.3K -150 -4%
GT
102
Glenview Trust
Kentucky
$283K – – –
Citigroup
103
Citigroup
New York
$282K +$7.88K +115 +3%
XF
104
XML Financial
Maryland
$279K – – –
CCA
105
Clearwater Capital Advisors
Illinois
$266K – – –
RSWM
106
Robertson Stephens Wealth Management
California
$259K – – –
CPA
107
Capital Planning Advisors
California
$257K +$242K +3,533 New
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$253K +$238K +3,469 New
Creative Planning
109
Creative Planning
Kansas
$253K +$238K +3,473 New
BFG
110
Bouchey Financial Group
New York
$245K – – –
WWM
111
Western Wealth Management
Colorado
$240K – – –
BC
112
Barrett & Company
Rhode Island
$230K +$685 +10 +0.3%
PAG
113
Private Advisor Group
New Jersey
$230K -$8.22K -120 -4%
FCA
114
FinTrust Capital Advisors
South Carolina
$226K – – –
SAM
115
Silvercrest Asset Management
New York
$225K – – –
FIA
116
Foundations Investment Advisors
Arizona
$223K +$210K +3,062 New
RA
117
RFG Advisory
Alabama
$222K +$685 +10 +0.3%
FMII
118
Farmers & Merchants Investments Inc
Nebraska
$219K – – –
CTB
119
Country Trust Bank
Illinois
$218K – – –
PMFA
120
Plante Moran Financial Advisors
Michigan
$210K +$206 +3 +0.1%
OIA
121
OneDigital Investment Advisors
Kansas
$209K +$197K +2,875 New
Franklin Resources
122
Franklin Resources
California
$182K -$34.3K -500 -17%
CIA
123
Cape Investment Advisory
Georgia
$177K – – –
LWCFA
124
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$176K – – –
MPCG
125
Matrix Private Capital Group
New York
$173K – – –
3 4
5
6 7

IMCB Hedge Fund Activity: Q1 2024 in Review

168 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q1 2024, worth a combined $477M — down 1.7% from $485M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IMCB positions and 5 closed out — a net gain of 8 holders — while 50 added to existing stakes and 47 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $9.52M. The largest seller was Morgan Stanley, cutting an estimated $61.6M.

  • 168 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q1 2024, up from 162 in Q4 2023.
  • Funds reported $477M of iShares Morningstar Mid-Cap ETF stock for Q1 2024, down 1.7% quarter-over-quarter.
  • 13 funds opened new iShares Morningstar Mid-Cap ETF positions in Q1 2024 and 5 closed out, a net change of +8 holders.
  • The largest iShares Morningstar Mid-Cap ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $9.52M added.
  • The largest iShares Morningstar Mid-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $61.6M sold.

Based on aggregated 13F filings for Q1 2024.