iShares Morningstar Mid-Cap ETF
IMCB
186 hedge funds and large institutions have $542M invested in iShares Morningstar Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 56 reducing their positions, and 8 closing their positions.
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
11% more capital invested
Capital invested by funds: $489M → $542M (+$53M)
3% more funds holding
Funds holding: 180 → 186 (+6)
5% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 56
2.01% less ownership
Funds ownership: 55.99% → 53.99% (-2%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$7.28M |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
+$2.8M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.61M |
| 4 |
MTC
Matrix Trust Company
Denver,
Colorado
|
+$1.45M |
| 5 |
SCM
Steele Capital Management
Dubuque,
Iowa
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
-$4.2M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$1.94M |
| 3 |
Goldman Sachs
New York
|
-$1.44M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.22M |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$1.19M |
IMCB Hedge Fund Activity: Q3 2024 in Review
186 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q3 2024, worth a combined $542M — up 11% from $489M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IMCB positions and 8 closed out — a net gain of 9 holders — while 59 added to existing stakes and 56 trimmed.
The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $7.28M. The largest seller was Woodard & Company Asset Management Group, cutting an estimated $4.2M.
- 186 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q3 2024, up from 180 in Q2 2024.
- Funds reported $542M of iShares Morningstar Mid-Cap ETF stock for Q3 2024, up 11% quarter-over-quarter.
- 17 funds opened new iShares Morningstar Mid-Cap ETF positions in Q3 2024 and 8 closed out, a net change of +9 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q3 2024 was Aptus Capital Advisors, an estimated $7.28M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q3 2024 was Woodard & Company Asset Management Group, an estimated $4.2M sold.
Based on aggregated 13F filings for Q3 2024.