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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

61 hedge funds and large institutions have $198M invested in iShares Morningstar Mid-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
61
Holders Change
–
Holders Change %
0%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
5
Increased
29
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$38M
2
Jane Street
2
Jane Street
New York
$5.06M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.08M
4
Ameriprise
4
Ameriprise
Minnesota
$7.48M
5
UBS Group
5
UBS Group
Switzerland
$28.8M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
NFG
2
Next Financial Group
Texas
$187K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
CAM
4
Concorde Asset Management
Michigan
$0
5
MFS
5
MSI Financial Services
Massachusetts
$1.97M
Name Market Value Shares Shares
Change 		Shares
Change %
MAA
26
Managed Account Advisors
New Jersey
$743K 4,922 +845 +21%
FAAS
27
First Allied Advisory Services
California
$654K 4,320 +495 +13%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$599K 3,968 +710 +22%
SI
29
SII Investments
Wisconsin
$477K 3,173 +892 +39%
SPC
30
Sigma Planning Corp
Michigan
$413K 2,734 +231 +9%
AIG
31
American International Group
New York
$404K 2,678 +519 +24%
ALA
32
Atherton Lane Advisers
California
$392K 2,595 – –
CWM
33
Concert Wealth Management
California
$385K 2,550 +185 +8%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$376K 2,493 -53 -2%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$372K 2,464 -136 -5%
IF
36
Ironwood Financial
Arizona
$334K 2,215 -143 -6%
TYCC
37
Texas Yale Capital Corp
Florida
$296K 1,960 +1,960 New
CIBC World Market
38
CIBC World Market
Ontario, Canada
$287K 1,900 +1,900 New
TH
39
Timber Hill
Connecticut
$274K 1,817 -1,533 -46%
MIM
40
Marco Investment Management
Georgia
$260K 1,722 – –
CA
41
Cetera Advisors
Colorado
$234K 1,546 -1,464 -49%
BTS
42
BB&T Securities
Virginia
$222K 1,471 +121 +9%
CAN
43
Cetera Advisor Networks
California
$205K 1,333 – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$199K 1,316 -355 -21%
NFG
45
Next Financial Group
Texas
$187K 1,243 -8,387 -87%
WEC
46
Winslow Evans & Crocker
Massachusetts
$159K 1,054 +220 +26%
SSB
47
Sandy Spring Bank
Maryland
$141K 935 – –
BCI
48
Brinker Capital Investments
Pennsylvania
$133K 884 – –
SCA
49
Strategic Capital Alternatives
United States
$110K 729 -445 -38%
AIP
50
Ameritas Investment Partners
Nebraska
$105K 697 +682 +4,547%
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