iShares Morningstar Mid-Cap ETF
IMCB
119 hedge funds and large institutions have $414M invested in iShares Morningstar Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
23% more capital invested
Capital invested by funds: $337M → $414M (+$76.3M)
1% more funds holding
Funds holding: 118 → 119 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
7% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 42
142.64% less ownership
Funds ownership: 188.71% → 46.07% (-143%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$6.06M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.17M |
| 3 |
TCWA
Ten Capital Wealth Advisors
Spokane,
Washington
|
+$2.1M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.32M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$8.15M |
| 2 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
-$6.12M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$5.16M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.4M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.17M |
IMCB Hedge Fund Activity: Q2 2021 in Review
119 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q2 2021, worth a combined $414M — up 23% from $337M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IMCB positions and 6 closed out — a net gain of 2 holders — while 39 added to existing stakes and 42 trimmed.
The largest buyer was Baird Financial Group, opening a new position worth an estimated $6.06M. The largest seller was Citadel Advisors, cutting an estimated $8.15M.
- 119 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q2 2021, up from 118 in Q1 2021.
- Funds reported $414M of iShares Morningstar Mid-Cap ETF stock for Q2 2021, up 23% quarter-over-quarter.
- 8 funds opened new iShares Morningstar Mid-Cap ETF positions in Q2 2021 and 6 closed out, a net change of +2 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q2 2021 was Baird Financial Group, an estimated $6.06M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q2 2021 was Citadel Advisors, an estimated $8.15M sold.
Based on aggregated 13F filings for Q2 2021.