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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

64 hedge funds and large institutions have $226M invested in iShares Morningstar Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
25
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$17.2M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$13M
3
Bank of America
3
Bank of America
North Carolina
$11.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$49.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$18.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.98M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
UBS Group
3
UBS Group
Switzerland
$27.1M
4
Wells Fargo
4
Wells Fargo
California
$23.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
26
First Allied Advisory Services
California
$572K -$51.2K -1,440 -8%
AIG
27
American International Group
New York
$519K +$85.5K +2,392 +20%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$465K +$20.2K +564 +5%
CWM
29
Concert Wealth Management
California
$439K +$17.1K +476 +4%
UCFA
30
United Capital Financial Advisors
Texas
$422K -$528K -14,776 -56%
SPC
31
Sigma Planning Corp
Michigan
$419K +$64.6K +1,808 +18%
ALA
32
Atherton Lane Advisers
California
$371K – – –
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$350K -$7K -196 -2%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$350K -$1.14K -32 -0.3%
IA
35
IFP Advisors
Florida
$349K +$349K +9,764 New
Goldman Sachs
36
Goldman Sachs
New York
$327K +$114K +3,196 +54%
PAG
37
Private Advisor Group
New Jersey
$296K +$296K +8,272 New
WS
38
Wedbush Securities
California
$254K +$254K +7,092 New
MIM
39
Marco Investment Management
Georgia
$246K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$227K +$4.58K +128 +2%
CAN
41
Cetera Advisor Networks
California
$222K +$4.57K +128 +2%
BTS
42
BB&T Securities
Virginia
$215K +$215K +6,016 New
NFG
43
Next Financial Group
Texas
$170K -$715 -20 -0.4%
WEC
44
Winslow Evans & Crocker
Massachusetts
$158K -$3.43K -96 -2%
SSB
45
Sandy Spring Bank
Maryland
$134K – – –
VCM
46
Versant Capital Management
Arizona
$120K +$120K +3,380 New
ASN
47
Advisory Services Network
Georgia
$90K – – –
BKA
48
Brick & Kyle Associates
Pennsylvania
$79K – – –
SEI Investments
49
SEI Investments
Pennsylvania
$41K – – –
WT
50
Whittier Trust
California
$34K – – –
1
2
3