iShares Morningstar Mid-Cap ETF
IMCB
IMCB
185 hedge funds and large institutions have $540M invested in iShares Morningstar Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 56 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
2.05% less ownership
Funds ownership: 55.88% → 53.83% (-2.1%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
185
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$7.63M | |
| 2 | +$2.93M | |
| 3 | +$1.69M | |
| 4 |
SCM
Steele Capital Management
Dubuque,
Iowa
|
+$1.52M |
| 5 |
MTC
Matrix Trust Company
Denver,
Colorado
|
+$1.51M |
Top Sellers
| 1 | -$4.4M | |
| 2 | -$2.03M | |
| 3 | -$1.51M | |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.28M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.24M |