iShares Morningstar Mid-Cap ETF
IMCB
103 hedge funds and large institutions have $253M invested in iShares Morningstar Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 45 reducing their positions, and 32 closing their positions.
0.21% less ownership
Funds ownership: 187.01% → 186.8% (-0.21%)
19% less funds holding
Funds holding: 127 → 103 (-24)
31% less capital invested
Capital invested by funds: $367M → $253M (-$114M)
49% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 45
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
69% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$19M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$8.69M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$7.62M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$5.75M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$13M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$9.18M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$7.99M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.06M |
| 5 |
AIP
Ameritas Investment Partners
Lincoln,
Nebraska
|
-$5.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWP
126
Personal Wealth Partners
Bloomington,
Minnesota
| – | -$68K | -1,300 | Closed |
|
|
ACM
127
Anfield Capital Management
Irvine,
California
| – | -$66K | -1,264 | Closed |
|
128
JP Morgan Chase
New York
| – | -$43K | -812 | Closed |
|
|
SIAS
129
Shine Investment Advisory Services
Lone Tree,
Colorado
| – | -$36K | -684 | Closed |
|
|
PMFA
130
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$17K | -328 | Closed |
|
|
IFWM
131
Institute for Wealth Management
Denver,
Colorado
| – | -$15K | -284 | Closed |
|
|
JCM
132
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$15K | -284 | Closed |
|
|
SW
133
SVB Wealth
Boston,
Massachusetts
| – | -$9K | -180 | Closed |
|
|
MAM
134
Meeder Asset Management
Dublin,
Ohio
| – | -$5K | -100 | Closed |
|
|
LAS
135
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$3K | -64 | Closed |
|
IMCB Hedge Fund Activity: Q1 2020 in Review
103 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q1 2020, worth a combined $253M — down 31% from $367M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of IMCB and 10 opened new positions — a net loss of 22 holders — while 45 trimmed existing stakes and 23 added.
The largest buyer was Morgan Stanley, adding an estimated $19M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $13M.
- 103 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q1 2020, down from 127 in Q4 2019.
- Funds reported $253M of iShares Morningstar Mid-Cap ETF stock for Q1 2020, down 31% quarter-over-quarter.
- 10 funds opened new iShares Morningstar Mid-Cap ETF positions in Q1 2020 and 32 closed out, a net change of -22 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q1 2020 was Morgan Stanley, an estimated $19M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $13M sold.
Based on aggregated 13F filings for Q1 2020.