iShares Morningstar Mid-Cap ETF
IMCB
168 hedge funds and large institutions have $477M invested in iShares Morningstar Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 46 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
12% more capital invested
Capital invested by funds: $424M → $477M (+$52.8M)
4% more funds holding
Funds holding: 162 → 168 (+6)
1.96% more ownership
Funds ownership: 52.87% → 54.83% (+2%)
9% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 46
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$9.52M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.73M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.23M |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$1.24M |
| 5 |
MIC
Means Investment Company
Bangor,
Maine
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.34M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$934K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$710K |
| 4 |
LPL Financial
San Diego,
California
|
-$627K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$614K |
IMCB Hedge Fund Activity: Q1 2024 in Review
168 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q1 2024, worth a combined $477M — up 12% from $424M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IMCB positions and 5 closed out — a net gain of 8 holders — while 50 added to existing stakes and 46 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $9.52M. The largest seller was Raymond James & Associates, cutting an estimated $3.34M.
- 168 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q1 2024, up from 162 in Q4 2023.
- Funds reported $477M of iShares Morningstar Mid-Cap ETF stock for Q1 2024, up 12% quarter-over-quarter.
- 13 funds opened new iShares Morningstar Mid-Cap ETF positions in Q1 2024 and 5 closed out, a net change of +8 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $9.52M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q1 2024 was Raymond James & Associates, an estimated $3.34M sold.
Based on aggregated 13F filings for Q1 2024.