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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

103 hedge funds and large institutions have $253M invested in iShares Morningstar Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 45 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
-24
Holders Change %
-18.9%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
10
Increased
23
Reduced
45
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$15M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.87M
3
TRCT
Tower Research Capital (TRC)
New York
+$6.02M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.55M
5
CAN
Cetera Advisor Networks
California
+$900K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$10.3M
2
Wells Fargo
Wells Fargo
California
-$7.25M
3
Bank of America
Bank of America
North Carolina
-$6.32M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.58M
5
AIP
Ameritas Investment Partners
Nebraska
-$4.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$1.2M +$900K +23,492 +299%
GRP
27
Global Retirement Partners
California
$1.18M +$13.8K +360 +1%
Truist Financial
28
Truist Financial
North Carolina
$1.17M -$74.1K -1,936 -6%
Citigroup
29
Citigroup
New York
$1.09M -$14.7K -384 -1%
GWM
30
Geneos Wealth Management
Colorado
$1.08M -$313K -8,232 -23%
MML Investors Services
31
MML Investors Services
Massachusetts
$1.07M +$127K +3,328 +14%
SA
32
Silversage Advisors
California
$1.04M -$2.72M -71,100 -72%
PCM
33
Parsons Capital Management
Rhode Island
$817K -$16.8K -440 -2%
Jane Street
34
Jane Street
New York
$761K -$447K -11,664 -37%
TC
35
TAP Consulting
Missouri
$723K -$8.43K -220 -1%
CA
36
Cetera Advisors
Colorado
$706K +$38K +992 +6%
FAAS
37
First Allied Advisory Services
California
$667K +$39.4K +1,028 +6%
SAM
38
Summit Asset Management
Tennessee
$591K – – –
IWC
39
Integrated Wealth Concepts
Massachusetts
$558K -$34.6K -904 -6%
CFGS
40
Concourse Financial Group Securities
Alabama
$494K +$14.1K +368 +3%
T
41
TrueFG
Texas
$404K +$765 +20 +0.2%
Stifel Financial
42
Stifel Financial
Missouri
$401K -$418K -10,920 -51%
MA
43
Mutual Advisors
Nebraska
$398K +$398K +10,384 New
LCM
44
Liberty Capital Management
Michigan
$391K – – –
SPC
45
Sigma Planning Corp
Michigan
$389K +$44.4K +1,160 +13%
WIA
46
World Investment Advisors
California
$386K +$9.35K +244 +2%
LNC
47
Lincoln National Corp
Pennsylvania
$299K -$45.1K -1,180 -13%
ASN
48
Advisory Services Network
Georgia
$269K -$851K -22,196 -76%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$260K +$90.8K +2,376 +54%
AHC
50
Adell Harriman & Carpenter
Texas
$254K – – –
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