iShares Morningstar Mid-Cap ETF
IMCB
72 hedge funds and large institutions have $224M invested in iShares Morningstar Mid-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 6 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 15
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
1% more funds holding
Funds holding: 71 → 72 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $230M → $224M (-$5.74M)
10.86% less ownership
Funds ownership: 171.54% → 160.69% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.81M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$1.62M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.45M |
| 4 |
Morgan Stanley
New York
|
+$1.12M |
| 5 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$13.1M |
| 2 |
LPL Financial
San Diego,
California
|
-$8.29M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.37M |
| 4 |
AIG
American International Group
New York
|
-$658K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$576K |
IMCB Hedge Fund Activity: Q2 2016 in Review
72 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q2 2016, worth a combined $224M — down 2.5% from $230M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IMCB positions and 6 closed out — a net gain of 2 holders — while 33 added to existing stakes and 15 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $2.81M. The largest seller was Bank of New York Mellon, cutting an estimated $13.1M.
- 72 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q2 2016, up from 71 in Q1 2016.
- Funds reported $224M of iShares Morningstar Mid-Cap ETF stock for Q2 2016, down 2.5% quarter-over-quarter.
- 8 funds opened new iShares Morningstar Mid-Cap ETF positions in Q2 2016 and 6 closed out, a net change of +2 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q2 2016 was Commonwealth Equity Services, an estimated $2.81M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q2 2016 was Bank of New York Mellon, an estimated $13.1M sold.
Based on aggregated 13F filings for Q2 2016.