iShares Morningstar Mid-Cap ETF
IMCB
148 hedge funds and large institutions have $423M invested in iShares Morningstar Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 13 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
77% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 13
5% more funds holding
Funds holding: 141 → 148 (+7)
2.75% more ownership
Funds ownership: 47.18% → 49.93% (+2.7%)
0% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 41
0% less capital invested
Capital invested by funds: $425M → $423M (-$1.65M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
+$6.74M |
| 2 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
+$6.46M |
| 3 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$6.27M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$3.13M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.16M |
| 2 |
Morgan Stanley
New York
|
-$4M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.25M |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$2.11M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$2.09M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
151
NewEdge Advisors
New Orleans,
Louisiana
| – | -$2.09M | -29,448 | Closed |
|
152
Citadel Advisors
Miami,
Florida
| – | -$1.03M | -14,551 | Closed |
|
|
VFA
153
Voya Financial Advisors
Windsor,
Connecticut
| – | -$894K | -12,569 | Closed |
|
|
FFN
154
Focus Financial Network
Minneapolis,
Minnesota
| – | -$642K | -9,027 | Closed |
|
|
EWA
155
Evolution Wealth Advisors
Aventura,
Florida
| – | -$569 | -8,000 | Closed |
|
156
Bank of New York Mellon
New York
| – | -$218K | -3,060 | Closed |
|
|
RBFC
157
Roman Butler Fullerton & Co
St Louis,
Missouri
| – | -$202K | -2,841 | Closed |
|
|
CA
158
CoreCap Advisors
Southfield,
Michigan
| – | -$97K | -1,360 | Closed |
|
|
SFPG
159
Stonebridge Financial Planning Group
Orlando,
Florida
| – | -$78K | -1,200 | Closed |
|
|
TC
160
TAP Consulting
Kirkwood,
Missouri
| – | -$65K | -915 | Closed |
|
|
MFT
161
Moisand Fitzgerald Tamayo
Orlando,
Florida
| – | -$14K | -200 | Closed |
|
|
AA
162
Ancora Advisors
Cleveland,
Ohio
| – | -$1K | -8 | Closed |
|
IMCB Hedge Fund Activity: Q1 2022 in Review
148 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q1 2022, worth a combined $423M — down 0.39% from $425M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IMCB positions and 13 closed out — a net gain of 10 holders — while 41 added to existing stakes and 41 trimmed.
The largest buyer was Woodard & Company Asset Management Group, opening a new position worth an estimated $6.74M. The largest seller was Royal Bank of Canada, cutting an estimated $6.16M.
- 148 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q1 2022, up from 141 in Q4 2021.
- Funds reported $423M of iShares Morningstar Mid-Cap ETF stock for Q1 2022, down 0.39% quarter-over-quarter.
- 23 funds opened new iShares Morningstar Mid-Cap ETF positions in Q1 2022 and 13 closed out, a net change of +10 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q1 2022 was Woodard & Company Asset Management Group, an estimated $6.74M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q1 2022 was Royal Bank of Canada, an estimated $6.16M sold.
Based on aggregated 13F filings for Q1 2022.