iShares Morningstar Mid-Cap ETF
IMCB
118 hedge funds and large institutions have $337M invested in iShares Morningstar Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
9.01% more ownership
Funds ownership: 179.7% → 188.71% (+9%)
2% more funds holding
Funds holding: 116 → 118 (+2)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6% less capital invested
Capital invested by funds: $358M → $337M (-$20.9M)
17% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$7.29M |
| 2 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
+$5.7M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.94M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.91M |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$3.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.5M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.09M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.81M |
| 4 |
TCWA
Ten Capital Wealth Advisors
Spokane,
Washington
|
-$813K |
| 5 |
T
TrueFG
Cedar Park,
Texas
|
-$613K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FPCG
126
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| – | -$9K | -148 | Closed |
|
|
127
UBS Group
Zurich,
Switzerland
| – | +$4.91M | +80,424 | +9% |
|
IMCB Hedge Fund Activity: Q1 2021 in Review
118 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q1 2021, worth a combined $337M — down 5.8% from $358M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IMCB positions and 8 closed out — a net gain of 3 holders — while 34 added to existing stakes and 41 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $7.29M. The largest seller was Morgan Stanley, cutting an estimated $4.5M.
- 118 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q1 2021, up from 116 in Q4 2020.
- Funds reported $337M of iShares Morningstar Mid-Cap ETF stock for Q1 2021, down 5.8% quarter-over-quarter.
- 11 funds opened new iShares Morningstar Mid-Cap ETF positions in Q1 2021 and 8 closed out, a net change of +3 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q1 2021 was Citadel Advisors, an estimated $7.29M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q1 2021 was Morgan Stanley, an estimated $4.5M sold.
Based on aggregated 13F filings for Q1 2021.