iShares Morningstar Mid-Cap ETF
IMCB
75 hedge funds and large institutions have $252M invested in iShares Morningstar Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
18% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 22
13% more capital invested
Capital invested by funds: $224M → $252M (+$28M)
4% more funds holding
Funds holding: 72 → 75 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.37% less ownership
Funds ownership: 160.69% → 159.32% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.37M |
| 2 |
Jane Street
New York
|
+$3.83M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.01M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.29M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SII Investments
Appleton,
Wisconsin
|
-$1.78M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.48M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$472K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$445K |
| 5 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
-$406K |
IMCB Hedge Fund Activity: Q3 2016 in Review
75 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q3 2016, worth a combined $252M — up 13% from $224M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IMCB positions and 3 closed out — a net gain of 4 holders — while 26 added to existing stakes and 22 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.37M. The largest seller was SII Investments, exiting entirely with an estimated $1.78M sold.
- 75 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q3 2016, up from 72 in Q2 2016.
- Funds reported $252M of iShares Morningstar Mid-Cap ETF stock for Q3 2016, up 13% quarter-over-quarter.
- 7 funds opened new iShares Morningstar Mid-Cap ETF positions in Q3 2016 and 3 closed out, a net change of +4 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q3 2016 was Morgan Stanley, an estimated $7.37M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q3 2016 was SII Investments, an estimated $1.78M sold.
Based on aggregated 13F filings for Q3 2016.