iShares Morningstar Mid-Cap ETF
IMCB
35 hedge funds and large institutions have $75.2M invested in iShares Morningstar Mid-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 2 closing their positions.
462% more capital inflows, than outflows
Capital inflows: $12.8M | Capital outflows: $2.28M
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
117% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 6
13% more funds holding
Funds holding: 31 → 35 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.69M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.76M |
| 3 |
Morgan Stanley
New York
|
+$1.43M |
| 4 |
Jane Street
New York
|
+$1.37M |
| 5 |
Timber Hill
Greenwich,
Connecticut
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$951K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$550K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$401K |
| 4 |
UBS
Zurich,
Switzerland
|
-$196K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$70.3K |
IMCB Hedge Fund Activity: Q1 2014 in Review
35 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q1 2014, worth a combined $75.2M — up 22% from $61.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IMCB positions and 2 closed out — a net gain of 4 holders — while 13 added to existing stakes and 6 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $3.69M. The largest seller was LPL Financial, cutting an estimated $951K.
- 35 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q1 2014, up from 31 in Q4 2013.
- Funds reported $75.2M of iShares Morningstar Mid-Cap ETF stock for Q1 2014, up 22% quarter-over-quarter.
- 6 funds opened new iShares Morningstar Mid-Cap ETF positions in Q1 2014 and 2 closed out, a net change of +4 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q1 2014 was Susquehanna International Group, an estimated $3.69M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q1 2014 was LPL Financial, an estimated $951K sold.
Based on aggregated 13F filings for Q1 2014.