IMCB icon

iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

74 hedge funds and large institutions have $254M invested in iShares Morningstar Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
28
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$3.56M
2
Bessemer Group
Bessemer Group
New Jersey
+$3.51M
3
UBS Group
UBS Group
Switzerland
+$2.48M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.01M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.26M

Top Sellers

1
GWM
Greenwich Wealth Management
Connecticut
-$5.32M
2
Wells Fargo
Wells Fargo
California
-$4.23M
3
Jane Street
Jane Street
New York
-$4.04M
4
PCM
Parsons Capital Management
Rhode Island
-$2.78M
5
GLA
Good Life Advisors
Pennsylvania
-$1.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
26
NWAM LLC
Washington
$1.01M +$20.5K +492 +2%
CS
27
Comerica Securities
Michigan
$987K +$987K +23,688 New
PCM
28
Parsons Capital Management
Rhode Island
$985K -$2.78M -66,804 -74%
FA
29
FDx Advisors
Illinois
$921K +$76.1K +1,828 +9%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$871K +$142K +3,416 +20%
ZIC
31
ZWJ Investment Counsel
Georgia
$833K +$833K +20,000 New
SAM
32
Summit Asset Management
Tennessee
$703K – – –
FTS
33
Fifth Third Securities
Ohio
$659K +$76.5K +1,840 +13%
ICOA
34
Investment Centers of America
North Dakota
$653K -$744K -17,808 -53%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$616K +$11.5K +276 +2%
BTS
36
BB&T Securities
Virginia
$590K +$255K +6,124 +76%
PAG
37
Private Advisor Group
New Jersey
$582K +$4.3K +104 +0.7%
RSA
38
Robertson Stephens Advisors
California
$504K – – –
SPC
39
Sigma Planning Corp
Michigan
$445K -$40K -960 -8%
TG
40
Threshold Group
Washington
$438K -$699K -16,784 -61%
LCM
41
Liberty Capital Management
Michigan
$425K – – –
IA
42
IFP Advisors
Florida
$357K +$59.6K +1,432 +20%
Stifel Financial
43
Stifel Financial
Missouri
$349K -$3.75K -92 -1%
IF
44
Ironwood Financial
Arizona
$315K +$10.8K +260 +4%
CAN
45
Cetera Advisor Networks
California
$314K +$66.3K +1,596 +27%
FAAS
46
First Allied Advisory Services
California
$301K -$119K -2,856 -28%
MIM
47
Marco Investment Management
Georgia
$287K – – –
ASN
48
Advisory Services Network
Georgia
$262K +$262K +6,292 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$254K -$33.8K -812 -12%
CCA
50
Clearwater Capital Advisors
Illinois
$239K – – –
1
2
3 4