iShares Morningstar Mid-Cap ETF
IMCB
180 hedge funds and large institutions have $489M invested in iShares Morningstar Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 7 closing their positions.
200% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 7
7% more funds holding
Funds holding: 168 → 180 (+12)
1.16% more ownership
Funds ownership: 54.84% → 55.99% (+1.2%)
2% more capital invested
Capital invested by funds: $477M → $489M (+$11.7M)
17% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 59
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TownSquare Capital
Provo,
Utah
|
+$36.9M |
| 2 |
PWG
Portside Wealth Group
Provo,
Utah
|
+$1.6M |
| 3 |
Goldman Sachs
New York
|
+$1.4M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.06M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.01M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.86M |
| 3 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$772K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$530K |
| 5 |
BWM
Benchmark Wealth Management
Old Lyme,
Connecticut
|
-$510K |
IMCB Hedge Fund Activity: Q2 2024 in Review
180 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q2 2024, worth a combined $489M — up 2.4% from $477M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IMCB positions and 7 closed out — a net gain of 14 holders — while 49 added to existing stakes and 59 trimmed.
The largest buyer was TownSquare Capital, opening a new position worth an estimated $36.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.01M.
- 180 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q2 2024, up from 168 in Q1 2024.
- Funds reported $489M of iShares Morningstar Mid-Cap ETF stock for Q2 2024, up 2.4% quarter-over-quarter.
- 21 funds opened new iShares Morningstar Mid-Cap ETF positions in Q2 2024 and 7 closed out, a net change of +14 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q2 2024 was TownSquare Capital, an estimated $36.9M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q2 2024 was Raymond James Financial Services Advisors, an estimated $4.01M sold.
Based on aggregated 13F filings for Q2 2024.