iShares Morningstar Mid-Cap ETF
IMCB
50 hedge funds and large institutions have $129M invested in iShares Morningstar Mid-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 4 closing their positions.
400% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 4
64% more capital invested
Capital invested by funds: $78.6M → $129M (+$50.2M)
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
39% more funds holding
Funds holding: 36 → 50 (+14)
26.66% more ownership
Funds ownership: 105.24% → 131.9% (+27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$20.7M |
| 2 |
PHS
Pekin Hardy Strauss
Chicago,
Illinois
|
+$3.2M |
| 3 |
WA
WESPAC Advisors
Orinda,
California
|
+$3.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.17M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.32M |
| 2 |
AIG
American International Group
New York
|
-$365K |
| 3 |
Goldman Sachs
New York
|
-$228K |
| 4 |
SCA
Strategic Capital Alternatives
Gig Harbor,
United States
|
-$181K |
| 5 |
WA
WFG Advisors
Dallas,
Texas
|
-$136K |
IMCB Hedge Fund Activity: Q4 2014 in Review
50 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q4 2014, worth a combined $129M — up 64% from $78.6M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IMCB positions and 4 closed out — a net gain of 16 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was Raymond James & Associates, opening a new position worth an estimated $20.7M. The largest seller was Bank of America, cutting an estimated $3.32M.
- 50 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q4 2014, up from 36 in Q3 2014.
- Funds reported $129M of iShares Morningstar Mid-Cap ETF stock for Q4 2014, up 64% quarter-over-quarter.
- 20 funds opened new iShares Morningstar Mid-Cap ETF positions in Q4 2014 and 4 closed out, a net change of +16 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q4 2014 was Raymond James & Associates, an estimated $20.7M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q4 2014 was Bank of America, an estimated $3.32M sold.
Based on aggregated 13F filings for Q4 2014.