iShares Morningstar Mid-Cap ETF
IMCB
60 hedge funds and large institutions have $198M invested in iShares Morningstar Mid-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 6 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 15
7.29% more ownership
Funds ownership: 151.75% → 159.04% (+7.3%)
0% more capital invested
Capital invested by funds: $198M → $198M (+$16.6K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
2% less funds holding
Funds holding: 61 → 60 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$8.76M |
| 2 |
Jane Street
New York
|
+$5.42M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.51M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.42M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.25M |
| 2 |
OC
Oppenheimer & Co
New York
|
-$1.55M |
| 3 |
WA
WESPAC Advisors
Orinda,
California
|
-$1.23M |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$650K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$426K |
IMCB Hedge Fund Activity: Q3 2015 in Review
60 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q3 2015, worth a combined $198M — up 0.01% from $198M a quarter earlier.
Fund positioning in IMCB was balanced in Q3 2015: 6 funds opened new positions, 6 closed out, 24 added to existing stakes and 15 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $8.76M. The largest seller was Morgan Stanley, cutting an estimated $8.25M.
- 60 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q3 2015, down from 61 in Q2 2015.
- Funds reported $198M of iShares Morningstar Mid-Cap ETF stock for Q3 2015, up 0.01% quarter-over-quarter.
- 6 funds opened new iShares Morningstar Mid-Cap ETF positions in Q3 2015 and 6 closed out, a net change of 0 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q3 2015 was Bank of New York Mellon, an estimated $8.76M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q3 2015 was Morgan Stanley, an estimated $8.25M sold.
Based on aggregated 13F filings for Q3 2015.