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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

70 hedge funds and large institutions have $228M invested in iShares Morningstar Mid-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
19
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$10.3M
2
GWM
Greenwich Wealth Management
Connecticut
+$3.51M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.17M
4
Ameriprise
Ameriprise
Minnesota
+$2.89M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.3M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$7.94M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$7.35M
3
Morgan Stanley
Morgan Stanley
New York
-$5.98M
4
Jane Street
Jane Street
New York
-$2.98M
5
Wells Fargo
Wells Fargo
California
-$2.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$921K -$74.3K -2,044 -7%
FAAS
27
First Allied Advisory Services
California
$749K +$165K +4,552 +28%
GWM
28
Geneos Wealth Management
Colorado
$718K +$718K +19,732 New
SAM
29
Summit Asset Management
Tennessee
$677K – – –
AIG
30
American International Group
New York
$658K +$131K +3,600 +25%
HighTower Advisors
31
HighTower Advisors
Illinois
$645K +$645K +17,820 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$528K +$56.2K +1,548 +12%
CWM
33
Concert Wealth Management
California
$422K -$20.5K -564 -5%
Goldman Sachs
34
Goldman Sachs
New York
$399K +$67.3K +1,856 +20%
PAG
35
Private Advisor Group
New Jersey
$369K +$68.3K +1,880 +23%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$364K +$8.28K +228 +2%
SPC
37
Sigma Planning Corp
Michigan
$354K -$71.8K -1,976 -17%
Stifel Financial
38
Stifel Financial
Missouri
$320K +$320K +8,812 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$304K -$52.2K -1,436 -15%
IF
40
Ironwood Financial
Arizona
$299K +$299K +8,224 New
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$259K +$28.5K +784 +12%
ICAS
42
Investors Capital Advisory Services
Massachusetts
$250K +$250K +6,888 New
BTS
43
BB&T Securities
Virginia
$238K +$19.9K +548 +9%
CAN
44
Cetera Advisor Networks
California
$226K – – –
WS
45
Wedbush Securities
California
$205K -$52.6K -1,448 -20%
NFG
46
Next Financial Group
Texas
$172K – – –
SSB
47
Sandy Spring Bank
Maryland
$136K – – –
VCM
48
Versant Capital Management
Arizona
$122K – – –
WEC
49
Winslow Evans & Crocker
Massachusetts
$113K -$47.1K -1,296 -29%
ASN
50
Advisory Services Network
Georgia
$84K -$7.6K -208 -8%
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