iShares Morningstar Mid-Cap ETF
IMCB
IMCB
35 hedge funds and large institutions have $75.2M invested in iShares Morningstar Mid-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.79M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.83M |
| 3 |
Morgan Stanley
New York
|
+$1.47M |
| 4 |
Jane Street
New York
|
+$1.41M |
| 5 |
TH
Timber Hill
Greenwich,
Connecticut
|
+$1.28M |
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$977K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$565K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$401K |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$201K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$72.5K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $133K | +$135 | +4 | +0.1% |
|
|
SSB
27
Sandy Spring Bank
Olney,
Maryland
| $126K | +$126K | +3,740 | New |
|
28
Citigroup
New York
| $120K | +$75.1K | +2,220 | +167% |
|
|
WEC
29
Winslow Evans & Crocker
Boston,
Massachusetts
| $67.5K | – | – | – |
|
|
AIG
30
American International Group
New York
| $29.6K | – | – | – |
|
31
Brown Advisory
Baltimore,
Maryland
| $14K | – | – | – |
|
|
FCCM
32
First City Capital Management
Savannah,
Georgia
| $10.1K | +$10.1K | +300 | New |
|
|
FAM
33
Formidable Asset Management
Cincinnati,
Ohio
| $7K | – | – | – |
|
|
WTC
34
WhitTier Trust Company
Reno,
Nevada
| $6K | – | – | – |
|
35
Envestnet Asset Management
Chicago,
Illinois
| $4K | – | – | – |
|
|
36
Invesco
Atlanta,
Georgia
| – | -$401K | -12,400 | Closed |
|
|
ASN
37
Advisory Services Network
Atlanta,
Georgia
| – | -$23K | -724 | Closed |
|