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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

87 hedge funds and large institutions have $280M invested in iShares Morningstar Mid-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+7
Holders Change %
+8.75%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
30
Reduced
24
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TRCT
Tower Research Capital (TRC)
New York
+$8.59M
2
HighTower Advisors
HighTower Advisors
Illinois
+$1.75M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.07M
4
Goldman Sachs
Goldman Sachs
New York
+$987K
5
Bank of America
Bank of America
North Carolina
+$739K

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$4.3M
2
Jane Street
Jane Street
New York
-$1.65M
3
Wells Fargo
Wells Fargo
California
-$838K
4
NPC
National Planning Corporation
California
-$619K
5
FA
FDx Advisors
Illinois
-$573K
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$1.29M -$172K -3,944 -12%
NL
27
NWAM LLC
Washington
$1.19M +$50K +1,144 +4%
GRP
28
Global Retirement Partners
California
$1.09M -$48.6K -1,112 -4%
PCM
29
Parsons Capital Management
Rhode Island
$1.04M +$4.02K +92 +0.4%
Goldman Sachs
30
Goldman Sachs
New York
$987K +$987K +22,572 New
CS
31
Comerica Securities
Michigan
$972K -$43.9K -1,004 -4%
ZIC
32
ZWJ Investment Counsel
Georgia
$874K – – –
BTS
33
BB&T Securities
Virginia
$840K -$36.9K -844 -4%
Axa
34
Axa
France
$816K – – –
SAM
35
Summit Asset Management
Tennessee
$737K – – –
PAG
36
Private Advisor Group
New Jersey
$617K +$31.9K +724 +5%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$524K +$84.2K +1,924 +19%
RSA
38
Robertson Stephens Advisors
California
$499K -$29.9K -684 -6%
FAAS
39
First Allied Advisory Services
California
$493K -$3.83K -88 -0.8%
TH
40
Timber Hill
Connecticut
$477K +$477K +10,916 New
LCM
41
Liberty Capital Management
Michigan
$456K – – –
TG
42
Threshold Group
Washington
$447K -$7.7K -176 -2%
Stifel Financial
43
Stifel Financial
Missouri
$433K +$60.4K +1,388 +16%
ICOA
44
Investment Centers of America
North Dakota
$432K -$100K -2,296 -19%
IA
45
IFP Advisors
Florida
$395K +$8.75K +200 +2%
FTS
46
Fifth Third Securities
Ohio
$393K -$305K -6,988 -44%
VF
47
Virtu Financial
New York
$385K +$385K +8,804 New
Wolverine Trading
48
Wolverine Trading
Illinois
$372K +$372K +8,508 New
SPC
49
Sigma Planning Corp
Michigan
$371K -$23.1K -528 -6%
IF
50
Ironwood Financial
Arizona
$341K -$1.05K -24 -0.3%
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