iShares Morningstar Mid-Cap ETF
IMCB
73 hedge funds and large institutions have $244M invested in iShares Morningstar Mid-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 11 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 18
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $252M → $244M (-$7.41M)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
3% less funds holding
Funds holding: 75 → 73 (-2)
9.67% less ownership
Funds ownership: 159.32% → 149.65% (-9.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.26M |
| 2 |
SG Americas Securities
New York
|
+$2.58M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.81M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$31.5M |
| 2 |
WA
WESPAC Advisors
Orinda,
California
|
-$2.05M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.33M |
| 4 |
WI
Wintrust Investments
Chicago,
Illinois
|
-$1.04M |
| 5 |
CS
Comerica Securities
Detroit,
Michigan
|
-$914K |
IMCB Hedge Fund Activity: Q4 2016 in Review
73 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q4 2016, worth a combined $244M — down 2.9% from $252M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of IMCB and 10 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 26 added.
The largest buyer was Wells Fargo, adding an estimated $4.26M. The largest seller was Bank of New York Mellon, cutting an estimated $31.5M.
- 73 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q4 2016, down from 75 in Q3 2016.
- Funds reported $244M of iShares Morningstar Mid-Cap ETF stock for Q4 2016, down 2.9% quarter-over-quarter.
- 10 funds opened new iShares Morningstar Mid-Cap ETF positions in Q4 2016 and 11 closed out, a net change of -1 holder.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q4 2016 was Wells Fargo, an estimated $4.26M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q4 2016 was Bank of New York Mellon, an estimated $31.5M sold.
Based on aggregated 13F filings for Q4 2016.