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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

103 hedge funds and large institutions have $258M invested in iShares Morningstar Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
19
Increased
26
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.89M
2
KCM
Karp Capital Management
California
+$5.11M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.36M
4
UBS Group
UBS Group
Switzerland
+$1.25M
5
DWA
Divergent Wealth Advisors
Utah
+$1.09M

Top Sellers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$13.4M
2
Wells Fargo
Wells Fargo
California
-$2.4M
3
Jane Street
Jane Street
New York
-$538K
4
MML Investors Services
MML Investors Services
Massachusetts
-$499K
5
F
F3Logic
Minnesota
-$335K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$1.49M -$108K -2,668 -7%
Citigroup
27
Citigroup
New York
$1.35M +$18.6K +460 +1%
HighTower Advisors
28
HighTower Advisors
Illinois
$1.22M +$259K +6,408 +27%
DWA
29
Divergent Wealth Advisors
Utah
$1.09M +$1.09M +26,948 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.05M -$91.9K -2,276 -8%
GRP
31
Global Retirement Partners
California
$1.02M -$133K -3,292 -12%
TRCT
32
Tower Research Capital (TRC)
New York
$995K +$493K +12,196 +98%
PCM
33
Parsons Capital Management
Rhode Island
$944K – – –
US Bancorp
34
US Bancorp
Minnesota
$931K +$710K +17,576 +321%
CS
35
Comerica Securities
Michigan
$899K – – –
BTS
36
BB&T Securities
Virginia
$801K +$56.6K +1,400 +8%
Axa
37
Axa
France
$754K – – –
IWC
38
Integrated Wealth Concepts
Massachusetts
$741K +$186K +4,600 +33%
NL
39
NWAM LLC
Washington
$711K -$242K -5,992 -25%
AAS
40
Avantax Advisory Services
Texas
$708K +$708K +17,500 New
CFGS
41
Concourse Financial Group Securities
Alabama
$701K +$663K +16,420 +1,747%
SB
42
Suntrust Banks
Georgia
$687K +$56.9K +1,236 +9%
SAM
43
Summit Asset Management
Tennessee
$635K – – –
FAAS
44
First Allied Advisory Services
California
$594K +$15.6K +388 +3%
IDA
45
Intelligence Driven Advisers
California
$569K +$569K +14,076 New
ASN
46
Advisory Services Network
Georgia
$454K +$233K +5,764 +105%
RSWM
47
Robertson Stephens Wealth Management
California
$432K +$432K +10,692 New
LCM
48
Liberty Capital Management
Michigan
$412K – – –
LFA
49
Legacy Financial Advisors
Kentucky
$395K +$395K +9,776 New
WIA
50
World Investment Advisors
California
$391K +$391K +8,464 New
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