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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

73 hedge funds and large institutions have $244M invested in iShares Morningstar Mid-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-1
Holders Change %
-1.35%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
26
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$4.34M
2
SG Americas Securities
SG Americas Securities
New York
+$2.63M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.54M
4
Bank of America
Bank of America
North Carolina
+$1.84M
5
UBS Group
UBS Group
Switzerland
+$1.54M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$32.1M
2
WA
WESPAC Advisors
California
-$2.05M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.36M
4
WI
Wintrust Investments
Illinois
-$1.04M
5
CWM
Concert Wealth Management
California
-$721K
Name Holding Trade Value Shares
Change 		Shares
Change %
ICOA
26
Investment Centers of America
North Dakota
$1.31M -$11K -280 -0.8%
Citigroup
27
Citigroup
New York
$1.15M +$100K +2,548 +10%
TG
28
Threshold Group
Washington
$1.07M -$2.04K -52 -0.2%
Axa
29
Axa
France
$1.02M – – –
NL
30
NWAM LLC
Washington
$938K +$253K +6,432 +37%
GRP
31
Global Retirement Partners
California
$865K +$865K +22,004 New
FA
32
FDx Advisors
Illinois
$798K +$798K +20,292 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$687K +$144K +3,656 +26%
SAM
34
Summit Asset Management
Tennessee
$663K -$69.3K -1,764 -9%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$570K -$32.1M -816,760 -98%
PAG
36
Private Advisor Group
New Jersey
$559K -$106K -2,648 -16%
FTS
37
Fifth Third Securities
Ohio
$550K +$550K +14,004 New
RSA
38
Robertson Stephens Advisors
California
$476K +$476K +12,096 New
SPC
39
Sigma Planning Corp
Michigan
$457K +$71.2K +1,812 +18%
LCM
40
Liberty Capital Management
Michigan
$409K – – –
FAAS
41
First Allied Advisory Services
California
$397K +$35.7K +908 +10%
Goldman Sachs
42
Goldman Sachs
New York
$366K – – –
Stifel Financial
43
Stifel Financial
Missouri
$343K -$8.88K -224 -3%
BTS
44
BB&T Securities
Virginia
$310K – – –
IF
45
Ironwood Financial
Arizona
$287K -$15.7K -400 -5%
IA
46
IFP Advisors
Florida
$281K +$78.9K +2,004 +39%
MIM
47
Marco Investment Management
Georgia
$271K – – –
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$271K +$627 +16 +0.2%
CAN
49
Cetera Advisor Networks
California
$234K -$59.4K -1,512 -20%
CCA
50
Clearwater Capital Advisors
Illinois
$229K – – –
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2
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