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Diversify Advisory Services LLC has $1.06M equity position in iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB)

Diversify Advisory Services LLC raised its position in iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB – Free Report ) by 68.3% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 15,119 shares of the company’s stock after acquiring an additional 6,134 shares during the period. Diversify Advisory Services LLC owned about 0.13% of iShares Morningstar Mid-Cap ETF worth $1,055,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have recently made changes to their positions in the company. Steele Capital Management Inc. purchased a new position in iShares Morningstar Mid-Cap ETF in the fourth quarter valued at approximately $10,659,000. Cetera Investment Advisers raised its stake in shares of iShares Morningstar Mid-Cap ETF by 498.9% in the first quarter. Cetera Investment Advisers now owns 166,848 shares of the company’s stock worth $12,152,000 after purchasing an additional 138,987 shares during the last quarter. Commonwealth Equity Services LLC boosted its holdings in shares of iShares Morningstar Mid-Cap ETF by 19.4% during the 4th quarter. Commonwealth Equity Services LLC now owns 377,258 shares of the company’s stock valued at $25,325,000 after buying another 61,210 shares in the last quarter. Raymond James Financial Services Advisors Inc. raised its stake in shares of iShares Morningstar Mid-Cap ETF by 18.8% in the first quarter. Raymond James Financial Services Advisors Inc. now owns 206,230 shares of the company’s stock valued at $15,020,000 after buying an additional 32,588 shares during the last quarter. Finally, International Assets Investment Management LLC bought a new stake in iShares Morningstar Mid-Cap ETF in the fourth quarter valued at $1,635,000. 22.26% of the shares are held by hedge funds and other institutional investors.

Price Performance of the iShares Morningstar Mid-Cap ETF

NYSEARCA IMCB opened at $70.64 on Monday. iShares Morningstar Mid-Cap ETF has a fifty-two week low of $55.98 and a fifty-two week high of $73.50. The stock’s 50-day moving average is $70.78, and its two-hundred-day moving average is $70.28. The firm has a market cap of $844.15 million, a P/E ratio of 46.78 and a beta of 0.98.

iShares Morningstar Mid-Cap ETF Profile

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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 June 28, 2004 and is managed by BlackRock.

See Also

Institutional Ownership by Quarter for iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB)

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