iShares Morningstar Mid-Cap ETF
IMCB
92 hedge funds and large institutions have $289M invested in iShares Morningstar Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 30 reducing their positions, and 9 closing their positions.
2.61% more ownership
Funds ownership: 153.71% → 156.32% (+2.6%)
1% less capital invested
Capital invested by funds: $291M → $289M (-$2.47M)
1% less funds holding
Funds holding: 93 → 92 (-1)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
37% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$5.04M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.7M |
| 3 |
Morgan Stanley
New York
|
+$1.69M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.12M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$753K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.79M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.69M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.17M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.77M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.61M |
IMCB Hedge Fund Activity: Q2 2018 in Review
92 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q2 2018, worth a combined $289M — down 0.85% from $291M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of IMCB and 8 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 19 added.
The largest buyer was Cornerstone Wealth Management, opening a new position worth an estimated $5.04M. The largest seller was Ameriprise, cutting an estimated $2.79M.
- 92 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q2 2018, down from 93 in Q1 2018.
- Funds reported $289M of iShares Morningstar Mid-Cap ETF stock for Q2 2018, down 0.85% quarter-over-quarter.
- 8 funds opened new iShares Morningstar Mid-Cap ETF positions in Q2 2018 and 9 closed out, a net change of -1 holder.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $5.04M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q2 2018 was Ameriprise, an estimated $2.79M sold.
Based on aggregated 13F filings for Q2 2018.