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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

96 hedge funds and large institutions have $322M invested in iShares Morningstar Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+4
Holders Change %
+4.35%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
26
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
+$2.94M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$666K
3
CA
Cetera Advisors
Colorado
+$615K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$452K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$429K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$15M
2
Morgan Stanley
Morgan Stanley
New York
-$1.26M
3
Bank of America
Bank of America
North Carolina
-$572K
4
Mariner
Mariner
Kansas
-$543K
5
Citadel Advisors
Citadel Advisors
Florida
-$441K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.34M +$452K +9,536 +51%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.13M +$114K +2,408 +11%
NL
28
NWAM LLC
Washington
$1.12M -$110K -2,332 -9%
PCM
29
Parsons Capital Management
Rhode Island
$1.11M – – –
CS
30
Comerica Securities
Michigan
$1.06M – – –
Jane Street
31
Jane Street
New York
$933K -$22.7K -480 -2%
Axa
32
Axa
France
$884K – – –
BTS
33
BB&T Securities
Virginia
$873K +$37.1K +784 +4%
SAM
34
Summit Asset Management
Tennessee
$745K -$23.7K -500 -3%
FAAS
35
First Allied Advisory Services
California
$682K -$9.12K -192 -1%
IWC
36
Integrated Wealth Concepts
Massachusetts
$649K -$10K -212 -2%
SB
37
Suntrust Banks
Georgia
$630K -$1.66K -36 -0.3%
TRCT
38
Tower Research Capital (TRC)
New York
$589K +$273K +5,768 +87%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$492K -$75.2K -1,588 -13%
LCM
40
Liberty Capital Management
Michigan
$483K – – –
SPC
41
Sigma Planning Corp
Michigan
$478K +$81.2K +1,712 +20%
Stifel Financial
42
Stifel Financial
Missouri
$439K -$2.65K -56 -0.6%
TA
43
Tiedemann Advisors
New York
$427K – – –
IF
44
Ironwood Financial
Arizona
$337K – – –
F
45
F3Logic
Minnesota
$335K -$340K -7,136 -50%
SG Americas Securities
46
SG Americas Securities
New York
$322K +$322K +6,800 New
CAN
47
Cetera Advisor Networks
California
$320K +$320K +6,744 New
CGL
48
Clarius Group LLC
Washington
$311K +$311K +6,560 New
BJL
49
Brighton Jones LLC
Washington
$299K – – –
CCA
50
Clearwater Capital Advisors
Illinois
$274K – – –
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