iShares Morningstar Mid-Cap ETF
IMCB
124 hedge funds and large institutions have $401M invested in iShares Morningstar Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
30% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 30
4% more funds holding
Funds holding: 119 → 124 (+5)
0.13% less ownership
Funds ownership: 46.07% → 45.94% (-0.13%)
3% less capital invested
Capital invested by funds: $414M → $401M (-$12.3M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$3.05M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.65M |
| 3 |
Jane Street
New York
|
+$2.13M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.99M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MTC
Matrix Trust Company
Denver,
Colorado
|
-$9.77M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$6.18M |
| 3 |
Morgan Stanley
New York
|
-$4.34M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.9M |
IMCB Hedge Fund Activity: Q3 2021 in Review
124 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q3 2021, worth a combined $401M — down 3% from $414M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IMCB positions and 7 closed out — a net gain of 8 holders — while 39 added to existing stakes and 30 trimmed.
The largest buyer was Beacon Pointe Advisors, opening a new position worth an estimated $3.05M. The largest seller was Matrix Trust Company, cutting an estimated $9.77M.
- 124 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q3 2021, up from 119 in Q2 2021.
- Funds reported $401M of iShares Morningstar Mid-Cap ETF stock for Q3 2021, down 3% quarter-over-quarter.
- 15 funds opened new iShares Morningstar Mid-Cap ETF positions in Q3 2021 and 7 closed out, a net change of +8 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q3 2021 was Beacon Pointe Advisors, an estimated $3.05M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q3 2021 was Matrix Trust Company, an estimated $9.77M sold.
Based on aggregated 13F filings for Q3 2021.