iShares Morningstar Mid-Cap ETF
IMCB
IMCB
118 hedge funds and large institutions have $337M invested in iShares Morningstar Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
6% less capital invested
Capital invested by funds: $358M → $337M (-$20.9M)
17% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 41
Holders
118
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$7.51M | |
| 2 | +$5.09M | |
| 3 | +$1.47M | |
| 4 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
+$1.07M |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$1M |
Top Sellers
| 1 | -$4.63M | |
| 2 | -$2.16M | |
| 3 | -$1.87M | |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$945K |
| 5 |
TCWA
Ten Capital Wealth Advisors
Spokane,
Washington
|
-$832K |