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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

61 hedge funds and large institutions have $155M invested in iShares Morningstar Mid-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+11
Holders Change %
+22%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
23
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.8M
2
UBS Group
UBS Group
Switzerland
+$3.22M
3
BTS
BB&T Securities
Virginia
+$2.08M
4
Jane Street
Jane Street
New York
+$1.88M
5
OC
Oppenheimer & Co
New York
+$1.5M

Top Sellers

1
PHS
Pekin Hardy Strauss
Illinois
-$3.3M
2
Bank of America
Bank of America
North Carolina
-$2.21M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.62M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$271K
5
NFG
Next Financial Group
Texas
-$268K
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
26
Comerica Securities
Michigan
$740K +$740K +19,244 New
MAA
27
Managed Account Advisors
New Jersey
$627K +$627K +16,308 New
FAAS
28
First Allied Advisory Services
California
$589K +$133K +3,444 +29%
TH
29
Timber Hill
Connecticut
$515K -$28.4K -740 -5%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$501K -$1.62M -42,220 -76%
CA
31
Cetera Advisors
Colorado
$465K -$70.6K -1,828 -13%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$400K +$391K +10,168 +4,383%
ALA
33
Atherton Lane Advisers
California
$399K – – –
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$391K +$391K +10,184 New
SPC
35
Sigma Planning Corp
Michigan
$385K -$65.4K -1,700 -15%
IF
36
Ironwood Financial
Arizona
$362K +$362K +9,432 New
SI
37
SII Investments
Wisconsin
$351K +$351K +9,124 New
CAM
38
Concorde Asset Management
Michigan
$345K +$1.54K +40 +0.4%
STIA
39
Stone Toro Investment Advisers
New Jersey
$341K +$341K +127,588 New
AIG
40
American International Group
New York
$332K +$204K +5,296 +159%
MIM
41
Marco Investment Management
Georgia
$265K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$256K +$200K +5,224 +358%
CWM
43
Concert Wealth Management
California
$236K +$10.7K +428 +5%
CAN
44
Cetera Advisor Networks
California
$205K +$205K +5,332 New
SCA
45
Strategic Capital Alternatives
United States
$180K +$180K +4,696 New
SSB
46
Sandy Spring Bank
Maryland
$144K – – –
BCI
47
Brinker Capital Investments
Pennsylvania
$136K -$14K -364 -9%
WEC
48
Winslow Evans & Crocker
Massachusetts
$128K +$9.84K +256 +8%
WTC
49
WhitTier Trust Company
Nevada
$93K +$86.4K +2,240 +1,302%
BKA
50
Brick & Kyle Associates
Pennsylvania
$85K +$15.5K +400 +22%
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