S.A. Mason LLC Raises Stock Position in iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB)

S.A. Mason LLC grew its stake in shares of iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB) by 2.7% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 10,755 shares of the company’s stock after acquiring an additional 280 shares during the period. S.A. Mason LLC owned about 0.09% of iShares Morningstar Mid-Cap ETF worth $722,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of IMCB. Headinvest LLC purchased a new stake in shares of iShares Morningstar Mid-Cap ETF in the 3rd quarter worth $29,000. Financial Freedom LLC purchased a new stake in iShares Morningstar Mid-Cap ETF in the fourth quarter worth about $55,000. JPMorgan Chase & Co. purchased a new stake in iShares Morningstar Mid-Cap ETF in the second quarter worth about $62,000. Farther Finance Advisors LLC grew its holdings in iShares Morningstar Mid-Cap ETF by 50.0% during the 2nd quarter. Farther Finance Advisors LLC now owns 996 shares of the company’s stock worth $63,000 after acquiring an additional 332 shares in the last quarter. Finally, ICA Group Wealth Management LLC purchased a new position in iShares Morningstar Mid-Cap ETF during the 4th quarter valued at about $69,000. Hedge funds and other institutional investors own 22.26% of the company’s stock.

iShares Morningstar Mid-Cap ETF Stock Performance

NYSEARCA:IMCB opened at $72.50 on Thursday. The firm has a 50-day simple moving average of $68.98 and a 200-day simple moving average of $64.48. iShares Morningstar Mid-Cap ETF has a one year low of $55.98 and a one year high of $72.50. The firm has a market cap of $873.64 million, a P/E ratio of 48.01 and a beta of 1.07.

iShares Morningstar Mid-Cap ETF Company 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.