Northwest Wealth Advisors LLC grew its stake in shares of iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB – Free Report) by 21.3% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 143,117 shares of the company’s stock after purchasing an additional 25,129 shares during the quarter. iShares Morningstar Mid-Cap ETF makes up approximately 8.5% of Northwest Wealth Advisors LLC’s investment portfolio, making the stock its 3rd largest position. Northwest Wealth Advisors LLC owned approximately 0.83% of iShares Morningstar Mid-Cap ETF worth $11,940,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other hedge funds have also recently made changes to their positions in IMCB. HighTower Advisors LLC lifted its holdings in iShares Morningstar Mid-Cap ETF by 3,833.4% during the 4th quarter. HighTower Advisors LLC now owns 1,846,327 shares of the company’s stock valued at $152,747,000 after buying an additional 1,799,387 shares in the last quarter. Morgan Stanley grew its stake in iShares Morningstar Mid-Cap ETF by 17.9% in the 4th quarter. Morgan Stanley now owns 1,501,549 shares of the company’s stock worth $124,223,000 after acquiring an additional 228,216 shares in the last quarter. UBS Group AG increased its position in shares of iShares Morningstar Mid-Cap ETF by 0.8% during the fourth quarter. UBS Group AG now owns 1,331,760 shares of the company’s stock worth $110,177,000 after acquiring an additional 10,355 shares during the period. Means Investment CO. Inc. increased its position in shares of iShares Morningstar Mid-Cap ETF by 4.1% during the fourth quarter. Means Investment CO. Inc. now owns 428,013 shares of the company’s stock worth $35,410,000 after acquiring an additional 16,966 shares during the period. Finally, Wells Fargo & Company MN raised its stake in shares of iShares Morningstar Mid-Cap ETF by 148.4% during the fourth quarter. Wells Fargo & Company MN now owns 204,827 shares of the company’s stock valued at $16,945,000 after acquiring an additional 122,352 shares in the last quarter. 22.26% of the stock is currently owned by institutional investors.
iShares Morningstar Mid-Cap ETF Trading Down 0.2%
Shares of NYSEARCA IMCB traded down $0.15 during trading hours on Tuesday, reaching $97.03. The stock had a trading volume of 6,611 shares, compared to its average volume of 42,270. iShares Morningstar Mid-Cap ETF has a 52-week low of $78.89 and a 52-week high of $97.76. The firm has a market cap of $1.64 billion, a price-to-earnings ratio of 64.26 and a beta of 0.98. The business’s fifty day moving average price is $93.18 and its two-hundred day moving average price is $88.32.
iShares Morningstar Mid-Cap ETF Profile
The iShares Morningstar Mid-Cap ETF (IMCB) is an exchange-traded fund that is based on the Morningstar US Mid Cap index. The fund tracks a market cap-weighted index consisting of US mid-cap stocks with both growth and value characteristics. IMCB was launched on Jun 28, 2004 and is managed by BlackRock.
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