iShares Morningstar Mid-Cap ETF
IMCB
116 hedge funds and large institutions have $358M invested in iShares Morningstar Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 11 closing their positions.
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
18% more capital invested
Capital invested by funds: $303M → $358M (+$55.5M)
5% more funds holding
Funds holding: 110 → 116 (+6)
9% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 32
5.11% less ownership
Funds ownership: 184.81% → 179.7% (-5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
+$6.62M |
| 2 |
Morgan Stanley
New York
|
+$2.53M |
| 3 |
Goldman Sachs
New York
|
+$2.37M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.7M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$8.05M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.21M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
-$2.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.55M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.33M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFS
126
Prospera Financial Services
Dallas,
Texas
| – | -$17K | -344 | Closed |
|
|
PWM
127
Provident Wealth Management
Brentwood,
Tennessee
| – | -$9K | -176 | Closed |
|
128
AssetMark Inc
Concord,
California
| – | -$1K | -12 | Closed |
|
IMCB Hedge Fund Activity: Q4 2020 in Review
116 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q4 2020, worth a combined $358M — up 18% from $303M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IMCB positions and 11 closed out — a net gain of 8 holders — while 35 added to existing stakes and 32 trimmed.
The largest buyer was Pacific Financial Group, opening a new position worth an estimated $6.62M. The largest seller was Avantax Advisory Services, cutting an estimated $8.05M.
- 116 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q4 2020, up from 110 in Q3 2020.
- Funds reported $358M of iShares Morningstar Mid-Cap ETF stock for Q4 2020, up 18% quarter-over-quarter.
- 19 funds opened new iShares Morningstar Mid-Cap ETF positions in Q4 2020 and 11 closed out, a net change of +8 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q4 2020 was Pacific Financial Group, an estimated $6.62M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q4 2020 was Avantax Advisory Services, an estimated $8.05M sold.
Based on aggregated 13F filings for Q4 2020.