iShares Morningstar Mid-Cap ETF
IMCB
154 hedge funds and large institutions have $365M invested in iShares Morningstar Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 45 reducing their positions, and 10 closing their positions.
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
0% more funds holding
Funds holding: 154 → 154 (0)
0.84% less ownership
Funds ownership: 51.52% → 50.68% (-0.84%)
6% less capital invested
Capital invested by funds: $390M → $365M (-$24.8M)
13% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 45
100% less funds holding in top 10
Funds holding in top 10: 4 → 0 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.44M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.59M |
| 3 |
MIC
Means Investment Company
Bangor,
Maine
|
+$1.55M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.44M |
| 5 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.96M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.74M |
| 3 |
AssetMark Inc
Concord,
California
|
-$1.46M |
| 4 |
Cerity Partners
New York
|
-$1.44M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.31M |
IMCB Hedge Fund Activity: Q3 2023 in Review
154 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q3 2023, worth a combined $365M — down 6.4% from $390M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IMCB positions and 10 closed out — a net gain of 1 holder — while 39 added to existing stakes and 45 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.44M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.96M.
- 154 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $365M of iShares Morningstar Mid-Cap ETF stock for Q3 2023, down 6.4% quarter-over-quarter.
- 11 funds opened new iShares Morningstar Mid-Cap ETF positions in Q3 2023 and 10 closed out, a net change of +1 holder.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q3 2023 was LPL Financial, an estimated $3.44M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q3 2023 was Raymond James Financial Services Advisors, an estimated $4.96M sold.
Based on aggregated 13F filings for Q3 2023.