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iShares Morningstar Mid-Cap ETF
IMCB

168 hedge funds and large institutions have $477M invested in iShares Morningstar Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

4% more funds holding

Funds holding: 162 → 168 (+6)

6% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 47

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2% less capital invested

Capital invested by funds: $485M → $477M (-$8.21M)

5.64% less ownership

Funds ownership: 60.48% → 54.84% (-5.6%)

Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
50
Reduced
47
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.52M
2
UBS Group
UBS Group
Switzerland
+$2.73M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.23M
4
SOS
Silver Oak Securities
Tennessee
+$1.24M
5
MIC
Means Investment Company
Maine
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$61.6M
2
RJA
Raymond James & Associates
Florida
-$3.34M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$934K
4
Ameriprise
Ameriprise
Minnesota
-$710K
5
LPL Financial
LPL Financial
California
-$627K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
151
Archer Investment Corporation
Indiana
$17.8K – – –
CAL
152
Capital Analysts LLC
Pennsylvania
$15K – – –
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$14.9K -$22.7K -331 -62%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$14.6K – – –
RIA
155
Realta Investment Advisors
Delaware
$14K +$13.2K +192 New
BWAM
156
Boyd Watterson Asset Management
Ohio
$13.4K – – –
GEA
157
Glen Eagle Advisors
New Jersey
$13.4K – – –
WIM
158
Westside Investment Management
California
$12.7K +$69 +1 +0.6%
GJIA
159
Glass Jacobson Investment Advisors
Maryland
$9.77K – – –
PS
160
Principal Securities
Iowa
$7.72K – – –
SNB
161
Security National Bank
Nebraska
$7.28K – – –
VNA
162
Valley National Advisers
Pennsylvania
$6K +$69 +1 +1%
WTC
163
WhitTier Trust Company
Nevada
$4.95K – – –
RA
164
Rise Advisors
New York
$4.83K – – –
IFAM
165
Institutional & Family Asset Management
Colorado
$4.08K – – –
ADL
166
Asset Dedication LLC
California
$3K – – –
AssetMark Inc
167
AssetMark Inc
California
$1.53K -$3.36K -49 -70%
HGERS
168
Householder Group Estate & Retirement Specialist
Arizona
$1.34K – – –
GTAM
169
Global Trust Asset Management
Florida
$874 – – –
4WM
170
49 Wealth Management
Texas
– -$346K -5,160 Closed
TRCT
171
Tower Research Capital (TRC)
New York
– -$259K -3,852 Closed
TC
172
TownSquare Capital
Utah
– -$219K -3,269 Closed
RIM
173
Rockbridge Investment Management
New York
– -$41K -611 Closed
PA
174
Parallel Advisors
California
– -$38.9K -580 Closed
3 4 5 6
7

IMCB Hedge Fund Activity: Q1 2024 in Review

168 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q1 2024, worth a combined $477M — down 1.7% from $485M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IMCB positions and 5 closed out — a net gain of 8 holders — while 50 added to existing stakes and 47 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $9.52M. The largest seller was Morgan Stanley, cutting an estimated $61.6M.

  • 168 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q1 2024, up from 162 in Q4 2023.
  • Funds reported $477M of iShares Morningstar Mid-Cap ETF stock for Q1 2024, down 1.7% quarter-over-quarter.
  • 13 funds opened new iShares Morningstar Mid-Cap ETF positions in Q1 2024 and 5 closed out, a net change of +8 holders.
  • The largest iShares Morningstar Mid-Cap ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $9.52M added.
  • The largest iShares Morningstar Mid-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $61.6M sold.

Based on aggregated 13F filings for Q1 2024.