iShares Morningstar Mid-Cap ETF
IMCB
148 hedge funds and large institutions have $355M invested in iShares Morningstar Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 45 reducing their positions, and 11 closing their positions.
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
0.68% less ownership
Funds ownership: 51.72% → 51.04% (-0.68%)
2% less funds holding
Funds holding: 151 → 148 (-3)
6% less capital invested
Capital invested by funds: $376M → $355M (-$21M)
11% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 45
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.5M |
| 2 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$1.54M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$818K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$798K |
| 5 |
MIC
Means Investment Company
Bangor,
Maine
|
+$766K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$7.26M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.74M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.63M |
| 4 |
OFG
OmniStar Financial Group
Wilmington,
North Carolina
|
-$1.35M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OFG
151
OmniStar Financial Group
Wilmington,
North Carolina
| – | -$1.35M | -22,949 | Closed |
|
|
152
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$1.29M | -21,937 | Closed |
|
|
EAM
153
Empirical Asset Management
Wellesley,
Massachusetts
| – | -$768K | -13,095 | Closed |
|
154
AssetMark Inc
Concord,
California
| – | -$97.7K | -1,665 | Closed |
|
155
Rockefeller Capital Management
New York
| – | -$64K | -1,100 | Closed |
|
|
HS
156
Horan Securities
Cincinnati,
United States
| – | -$44.5K | -759 | Closed |
|
|
IA
157
IFP Advisors
Tampa,
Florida
| – | -$93K | -502 | Closed |
|
|
FA
158
Fiduciary Alliance
Greenville,
South Carolina
| – | -$18.9K | -323 | Closed |
|
|
RIA
159
Realta Investment Advisors
Wilmington,
Delaware
| – | -$11.3K | -192 | Closed |
|
|
MCC
160
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$11K | -188 | Closed |
|
|
MFC
161
Morris Financial Concepts
Mount Pleasant,
South Carolina
| – | -$997 | -17 | Closed |
|
IMCB Hedge Fund Activity: Q1 2023 in Review
148 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q1 2023, worth a combined $355M — down 5.6% from $376M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IMCB positions and 11 closed out — a net gain of 3 holders — while 40 added to existing stakes and 45 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $5.5M. The largest seller was Avantax Advisory Services, cutting an estimated $7.26M.
- 148 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q1 2023, down from 151 in Q4 2022.
- Funds reported $355M of iShares Morningstar Mid-Cap ETF stock for Q1 2023, down 5.6% quarter-over-quarter.
- 14 funds opened new iShares Morningstar Mid-Cap ETF positions in Q1 2023 and 11 closed out, a net change of +3 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q1 2023 was Raymond James Financial Services Advisors, an estimated $5.5M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q1 2023 was Avantax Advisory Services, an estimated $7.26M sold.
Based on aggregated 13F filings for Q1 2023.