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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

112 hedge funds and large institutions have $293M invested in iShares Morningstar Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+1
Holders Change %
+0.9%
% of All Funds
2.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
30
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIC
Ameritas Investment Company
Nebraska
+$4.09M
2
Morgan Stanley
Morgan Stanley
New York
+$2.47M
3
Jane Street
Jane Street
New York
+$1.66M
4
UBS Group
UBS Group
Switzerland
+$555K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$532K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.77M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.87M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.94M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.22M
5
CS
Comerica Securities
Michigan
-$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$1.94M -$1.94M -40,028 -50%
VFA
27
Voya Financial Advisors
Connecticut
$1.93M +$48.6K +1,012 +3%
PAG
28
Private Advisor Group
New Jersey
$1.7M +$53.5K +1,104 +3%
Jane Street
29
Jane Street
New York
$1.66M +$1.66M +34,160 New
AG
30
Advisor Group
Arizona
$1.65M -$238K -4,900 -13%
Citigroup
31
Citigroup
New York
$1.61M -$89K -1,836 -5%
GRP
32
Global Retirement Partners
California
$1.35M +$91K +1,876 +7%
PCM
33
Parsons Capital Management
Rhode Island
$1.06M -$9.7K -200 -0.9%
BTS
34
BB&T Securities
Virginia
$946K -$13.2K -272 -1%
Axa
35
Axa
France
$905K – – –
IWC
36
Integrated Wealth Concepts
Massachusetts
$892K +$4.46K +92 +0.5%
AAS
37
Avantax Advisory Services
Texas
$881K +$19.4K +400 +2%
CFGS
38
Concourse Financial Group Securities
Alabama
$831K -$22.7K -468 -3%
NL
39
NWAM LLC
Washington
$790K -$35.3K -728 -4%
SAM
40
Summit Asset Management
Tennessee
$762K – – –
SB
41
Suntrust Banks
Georgia
$761K +$66K +1,432 +9%
FAAS
42
First Allied Advisory Services
California
$735K +$1.16K +24 +0.2%
Stifel Financial
43
Stifel Financial
Missouri
$650K -$19.8K -404 -3%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$529K -$3.87M -79,772 -88%
LCM
45
Liberty Capital Management
Michigan
$495K – – –
LNC
46
Lincoln National Corp
Pennsylvania
$475K -$166K -3,424 -26%
LFA
47
Legacy Financial Advisors
Kentucky
$474K – – –
RSWM
48
Robertson Stephens Wealth Management
California
$466K – – –
Comerica Bank
49
Comerica Bank
Texas
$455K +$188K +3,852 +70%
SPC
50
Sigma Planning Corp
Michigan
$448K -$48.5K -1,000 -10%
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