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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

127 hedge funds and large institutions have $367M invested in iShares Morningstar Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+11
Holders Change %
+9.48%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
26
Increased
32
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$18.2M
2
Bank of America
Bank of America
North Carolina
+$9.07M
3
AAS
Avantax Advisory Services
Texas
+$8.6M
4
Morgan Stanley
Morgan Stanley
New York
+$5.72M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.24M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.53M
2
PAG
Private Advisor Group
New Jersey
-$2.41M
3
PFG
Pacific Financial Group
Washington
-$2.06M
4
SS
Simplicity Solutions
Minnesota
-$1.14M
5
AWM
AE Wealth Management
Kansas
-$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$1.92M -$670K -12,788 -26%
Truist Financial
27
Truist Financial
North Carolina
$1.71M +$1.71M +32,564 New
AG
28
Advisor Group
Arizona
$1.71M -$78.7K -1,500 -4%
Jane Street
29
Jane Street
New York
$1.65M +$816K +15,580 +98%
GRP
30
Global Retirement Partners
California
$1.6M +$141K +2,692 +10%
ASN
31
Advisory Services Network
Georgia
$1.53M -$1.04M -19,768 -40%
Citigroup
32
Citigroup
New York
$1.51M -$115K -2,192 -7%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.28M -$30.2K -576 -2%
PCM
34
Parsons Capital Management
Rhode Island
$1.14M – – –
Stifel Financial
35
Stifel Financial
Missouri
$1.12M +$453K +8,644 +68%
TC
36
TAP Consulting
Missouri
$1M -$14.2K -272 -1%
CA
37
Cetera Advisors
Colorado
$910K +$5.01K +96 +0.6%
JWCA
38
J.W. Cole Advisors
Florida
$863K +$863K +16,476 New
FAAS
39
First Allied Advisory Services
California
$861K +$46.9K +892 +6%
NL
40
NWAM LLC
Washington
$858K +$3.56K +68 +0.4%
IWC
41
Integrated Wealth Concepts
Massachusetts
$810K -$82.1K -1,568 -9%
SAM
42
Summit Asset Management
Tennessee
$808K – – –
AWM
43
AE Wealth Management
Kansas
$747K -$1.07M -20,372 -59%
SS
44
Simplicity Solutions
Minnesota
$671K -$1.14M -21,824 -63%
CFGS
45
Concourse Financial Group Securities
Alabama
$657K +$455K +8,680 +225%
T
46
TrueFG
Texas
$552K +$552K +10,544 New
LCM
47
Liberty Capital Management
Michigan
$534K – – –
WIA
48
World Investment Advisors
California
$515K +$5.45K +104 +1%
SPC
49
Sigma Planning Corp
Michigan
$471K -$1.05K -20 -0.2%
LNC
50
Lincoln National Corp
Pennsylvania
$471K +$25.1K +480 +6%
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