iShares Morningstar Mid-Cap ETF
IMCB
65 hedge funds and large institutions have $227M invested in iShares Morningstar Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
137% more capital inflows, than outflows
Capital inflows: $41.3M | Capital outflows: $17.4M
79% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 14
8% more funds holding
Funds holding: 60 → 65 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$9.8M |
| 2 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.87M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.61M |
| 4 |
Bank of New York Mellon
New York
|
+$5.34M |
| 5 |
Morgan Stanley
New York
|
+$5.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$7.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.22M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.79M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.34M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.31M |
IMCB Hedge Fund Activity: Q4 2015 in Review
65 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q4 2015, worth a combined $227M — up 15% from $198M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IMCB positions and 3 closed out — a net gain of 7 holders — while 25 added to existing stakes and 14 trimmed.
The largest buyer was LPL Financial, adding an estimated $9.8M. The largest seller was Jane Street, cutting an estimated $7.2M.
- 65 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q4 2015, up from 60 in Q3 2015.
- Funds reported $227M of iShares Morningstar Mid-Cap ETF stock for Q4 2015, up 15% quarter-over-quarter.
- 10 funds opened new iShares Morningstar Mid-Cap ETF positions in Q4 2015 and 3 closed out, a net change of +7 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q4 2015 was LPL Financial, an estimated $9.8M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q4 2015 was Jane Street, an estimated $7.2M sold.
Based on aggregated 13F filings for Q4 2015.