iShares Morningstar Mid-Cap ETF
IMCB
151 hedge funds and large institutions have $376M invested in iShares Morningstar Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 8 closing their positions.
163% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 8
11% more capital invested
Capital invested by funds: $340M → $376M (+$36.3M)
7% more funds holding
Funds holding: 141 → 151 (+10)
1.51% more ownership
Funds ownership: 50.21% → 51.72% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
17% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$5.29M |
| 2 |
Morgan Stanley
New York
|
+$3.18M |
| 3 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$2.53M |
| 4 |
MIC
Means Investment Company
Bangor,
Maine
|
+$1.42M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$618K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.14M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.93M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.36M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.31M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ADL
151
Asset Dedication LLC
San Francisco,
California
| $2K | – | – | – |
|
|
MFC
152
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $997 | – | – | – |
|
|
LOIP
153
Live Oak Investment Partners
Austin,
Texas
| $586 | – | – | – |
|
|
KCM
154
Karp Capital Management
Sausalito,
California
| – | -$2.33M | -43,246 | Closed |
|
|
155
Citadel Advisors
Miami,
Florida
| – | -$1.36M | -25,326 | Closed |
|
|
FTUS
156
Flow Traders U.S.
New York
| – | -$1.31M | -24,249 | Closed |
|
|
PFA
157
Professional Financial Advisors
North Platte,
Nebraska
| – | -$101K | -1,878 | Closed |
|
|
PTC
158
Private Trust Company
Cleveland,
Ohio
| – | -$43K | -800 | Closed |
|
|
MPWT
159
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$11K | -212 | Closed |
|
|
SL
160
Savior LLC
Wellesley Hills,
Massachusetts
| – | -$3K | -59 | Closed |
|
IMCB Hedge Fund Activity: Q4 2022 in Review
151 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q4 2022, worth a combined $376M — up 11% from $340M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IMCB positions and 8 closed out — a net gain of 13 holders — while 40 added to existing stakes and 48 trimmed.
The largest buyer was UBS Group, adding an estimated $5.29M. The largest seller was Osaic Holdings, cutting an estimated $3.14M.
- 151 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q4 2022, up from 141 in Q3 2022.
- Funds reported $376M of iShares Morningstar Mid-Cap ETF stock for Q4 2022, up 11% quarter-over-quarter.
- 21 funds opened new iShares Morningstar Mid-Cap ETF positions in Q4 2022 and 8 closed out, a net change of +13 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q4 2022 was UBS Group, an estimated $5.29M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q4 2022 was Osaic Holdings, an estimated $3.14M sold.
Based on aggregated 13F filings for Q4 2022.