iShares Morningstar Mid-Cap ETF
IMCB
162 hedge funds and large institutions have $485M invested in iShares Morningstar Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 10 closing their positions.
100% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 10
33% more capital invested
Capital invested by funds: $365M → $485M (+$120M)
9.8% more ownership
Funds ownership: 50.68% → 60.48% (+9.8%)
5% more funds holding
Funds holding: 154 → 162 (+8)
4% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$56.4M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.76M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.9M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.67M |
| 5 |
Cerity Partners
New York
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.06M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.79M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.12M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$833K |
IMCB Hedge Fund Activity: Q4 2023 in Review
162 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q4 2023, worth a combined $485M — up 33% from $365M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IMCB positions and 10 closed out — a net gain of 10 holders — while 49 added to existing stakes and 47 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $56.4M. The largest seller was Wells Fargo, cutting an estimated $4.7M.
- 162 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q4 2023, up from 154 in Q3 2023.
- Funds reported $485M of iShares Morningstar Mid-Cap ETF stock for Q4 2023, up 33% quarter-over-quarter.
- 20 funds opened new iShares Morningstar Mid-Cap ETF positions in Q4 2023 and 10 closed out, a net change of +10 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q4 2023 was Morgan Stanley, an estimated $56.4M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q4 2023 was Wells Fargo, an estimated $4.7M sold.
Based on aggregated 13F filings for Q4 2023.