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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

50 hedge funds and large institutions have $129M invested in iShares Morningstar Mid-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+14
Holders Change %
+38.89%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
20
Increased
12
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$21.4M
2
PHS
Pekin Hardy Strauss
Illinois
+$3.3M
3
WA
WESPAC Advisors
California
+$3.3M
4
Wells Fargo
Wells Fargo
California
+$3.27M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.08M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$3.42M
2
AIG
American International Group
New York
-$377K
3
Goldman Sachs
Goldman Sachs
New York
-$228K
4
SCA
Strategic Capital Alternatives
United States
-$181K
5
WA
WFG Advisors
Texas
-$136K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$405K +$277K +7,504 +215%
ALA
27
Atherton Lane Advisers
California
$383K – – –
CWM
28
Concert Wealth Management
California
$333K +$333K +9,032 New
CAM
29
Concorde Asset Management
Michigan
$331K +$331K +8,936 New
MIM
30
Marco Investment Management
Georgia
$254K +$254K +6,888 New
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$232K +$86.5K +2,344 +59%
NES
32
New England Securities
New York
$218K -$98.6K -2,680 -31%
BCI
33
Brinker Capital Investments
Pennsylvania
$144K -$10.3K -280 -7%
SSB
34
Sandy Spring Bank
Maryland
$138K – – –
AIG
35
American International Group
New York
$123K -$377K -10,228 -75%
WEC
36
Winslow Evans & Crocker
Massachusetts
$114K +$5.01K +136 +5%
BKA
37
Brick & Kyle Associates
Pennsylvania
$66K +$66K +1,800 New
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$54K – – –
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$49K +$49K +1,340 New
ASN
40
Advisory Services Network
Georgia
$38K +$38K +1,040 New
SIA
41
Stancorp Investment Advisers
Oregon
$23K +$23K +628 New
HR
42
Howe & Rusling
New York
$19K – – –
FCCM
43
First City Capital Management
Georgia
$11.1K – – –
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$8K – – –
FAM
45
Formidable Asset Management
Ohio
$8K – – –
WTC
46
WhitTier Trust Company
Nevada
$6K – – –
AIM
47
Advantage Investment Management
Iowa
$4K +$4K +100 New
BRWA
48
B. Riley Wealth Advisors
Florida
$65 +$65 +1,752 New
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5 +$5 +140 New
Goldman Sachs
50
Goldman Sachs
New York
– -$228K -6,568 Closed
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