iShares Morningstar Mid-Cap ETF
IMCB
127 hedge funds and large institutions have $367M invested in iShares Morningstar Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 12 closing their positions.
117% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 12
23% more capital invested
Capital invested by funds: $299M → $367M (+$68.2M)
18.87% more ownership
Funds ownership: 168.14% → 187.01% (+19%)
9% more funds holding
Funds holding: 116 → 127 (+11)
9% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$17.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$8.78M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$8.33M |
| 4 |
Morgan Stanley
New York
|
+$5.54M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$4.39M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.33M |
| 3 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$2.06M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$1.11M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.03M |
IMCB Hedge Fund Activity: Q4 2019 in Review
127 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q4 2019, worth a combined $367M — up 23% from $299M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IMCB positions and 12 closed out — a net gain of 14 holders — while 32 added to existing stakes and 35 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $17.6M. The largest seller was Citadel Advisors, cutting an estimated $4.39M.
- 127 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q4 2019, up from 116 in Q3 2019.
- Funds reported $367M of iShares Morningstar Mid-Cap ETF stock for Q4 2019, up 23% quarter-over-quarter.
- 26 funds opened new iShares Morningstar Mid-Cap ETF positions in Q4 2019 and 12 closed out, a net change of +14 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q4 2019 was Raymond James Financial Services Advisors, an estimated $17.6M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q4 2019 was Citadel Advisors, an estimated $4.39M sold.
Based on aggregated 13F filings for Q4 2019.