iShares Morningstar Mid-Cap ETF
IMCB
IMCB
148 hedge funds and large institutions have $355M invested in iShares Morningstar Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 45 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
11% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 45
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Holders
148
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$5.43M | |
| 2 | +$1.52M | |
| 3 | +$808K | |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$788K |
| 5 |
MIC
Means Investment Company
Bangor,
Maine
|
+$757K |
Top Sellers
| 1 | -$7.18M | |
| 2 | -$3.7M | |
| 3 | -$2.6M | |
| 4 |
OFG
OmniStar Financial Group
Wilmington,
North Carolina
|
-$1.35M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.29M |