iShares Morningstar Mid-Cap ETF (IMCB)

• Market cap: $996M
• 1 day: 0.16%
• 5 days: 1.60%
• 1 month: 5.06%
• 3 months: 5.93%
• 6 months: 9.69%
• Year to date: 5.11%
• 1 year: 20.61%
• 5 years: 53.23%
• 10 years: 118.58%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

3% more funds holding

Funds holding: 175 [Q2] → 181 (+6) [Q3]

2% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 56

2% less capital invested

Capital invested by funds: $552M [Q2] → $540M (-$11.2M) [Q3]

6.1% less ownership

Funds ownership: 63.21% [Q2] → 57.12% (-6.1%) [Q3]

50% less funds holding in top 10

Funds holding in top 10: 2 [Q2] → 1 (-1) [Q3]