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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

36 hedge funds and large institutions have $78.6M invested in iShares Morningstar Mid-Cap ETF in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
-3
Holders Change %
-7.69%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.08M
2
Wells Fargo
Wells Fargo
California
+$2.98M
3
U
UBS
Switzerland
+$2.31M
4
NFG
Next Financial Group
Texas
+$1.53M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$423K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.07M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.22M
3
Jane Street
Jane Street
New York
-$1.64M
4
Deutsche Bank
Deutsche Bank
Germany
-$1.59M
5
PI
Placemark Investments
Illinois
-$916K
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
26
Sandy Spring Bank
Maryland
$130K – – –
Citigroup
27
Citigroup
New York
$121K +$11.7K +336 +11%
WEC
28
Winslow Evans & Crocker
Massachusetts
$102K +$32.8K +944 +47%
PAG
29
Private Advisor Group
New Jersey
$62K +$62K +1,792 New
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$51K +$51K +1,460 New
HR
31
Howe & Rusling
New York
$18K – – –
FCCM
32
First City Capital Management
Georgia
$10.4K – – –
FAM
33
Formidable Asset Management
Ohio
$8K – – –
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$8K +$4.41K +128 +123%
WTC
35
WhitTier Trust Company
Nevada
$6K – – –
GSC
36
Ground Swell Capital
South Carolina
$1K +$1K +20 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
– -$6.07M -172,080 Closed
Jane Street
38
Jane Street
New York
– -$1.64M -46,588 Closed
Deutsche Bank
39
Deutsche Bank
Germany
– -$1.59M -45,144 Closed
TH
40
Timber Hill
Connecticut
– -$276K -7,828 Closed
MIM
41
Marco Investment Management
Georgia
– -$243K -6,888 Closed
PAS
42
Partnervest Advisory Services
California
– -$62K -1,752 Closed
BRWA
43
B. Riley Wealth Advisors
Florida
– -$17.3K -492 Closed
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