iShares Morningstar Mid-Cap ETF
IMCB
134 hedge funds and large institutions have $351M invested in iShares Morningstar Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 21 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 40
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.15% less ownership
Funds ownership: 49.93% → 49.78% (-0.15%)
9% less funds holding
Funds holding: 148 → 134 (-14)
17% less capital invested
Capital invested by funds: $423M → $351M (-$72.3M)
67% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
+$2.47M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
+$2.4M |
| 3 |
SFG
Sunburst Financial Group
Vestavia Hills,
Alabama
|
+$2.08M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.06M |
| 5 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
+$797K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$2.66M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.7M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.52M |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$1.25M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$995K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAAS
151
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$20K | -299 | Closed |
|
|
SCA
152
Sandy Cove Advisors
Hingham,
Massachusetts
| – | -$13K | -191 | Closed |
|
|
MCC
153
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$9K | -128 | Closed |
|
|
ADL
154
Asset Dedication LLC
San Francisco,
California
| – | -$3K | -41 | Closed |
|
155
Koshinski Asset Management
Decatur,
Illinois
| – | -$1.88K | -28 | Closed |
|
|
BFC
156
Bedel Financial Consulting
Indianapolis,
Indiana
| – | -$1K | -19 | Closed |
|
IMCB Hedge Fund Activity: Q2 2022 in Review
134 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q2 2022, worth a combined $351M — down 17% from $423M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of IMCB and 7 opened new positions — a net loss of 14 holders — while 40 trimmed existing stakes and 42 added.
The largest buyer was Wealthquest, opening a new position worth an estimated $2.47M. The largest seller was Beacon Pointe Advisors, exiting entirely with an estimated $2.66M sold.
- 134 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q2 2022, down from 148 in Q1 2022.
- Funds reported $351M of iShares Morningstar Mid-Cap ETF stock for Q2 2022, down 17% quarter-over-quarter.
- 7 funds opened new iShares Morningstar Mid-Cap ETF positions in Q2 2022 and 21 closed out, a net change of -14 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q2 2022 was Wealthquest, an estimated $2.47M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q2 2022 was Beacon Pointe Advisors, an estimated $2.66M sold.
Based on aggregated 13F filings for Q2 2022.