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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

109 hedge funds and large institutions have $288M invested in iShares Morningstar Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+6
Holders Change %
+5.83%
% of All Funds
2.24%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
15
Increased
25
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.16M
2
SA
Silversage Advisors
California
+$3.78M
3
LPL Financial
LPL Financial
California
+$2.19M
4
VA
Valmark Advisers
Ohio
+$2.08M
5
FAIM
Financial Advocates Investment Management
Washington
+$1.7M

Top Sellers

1
TRCT
Tower Research Capital (TRC)
New York
-$6.99M
2
Citadel Advisors
Citadel Advisors
Florida
-$6.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.46M
4
Morgan Stanley
Morgan Stanley
New York
-$4.92M
5
Wells Fargo
Wells Fargo
California
-$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$1.54M +$93.5K +2,028 +6%
VFA
27
Voya Financial Advisors
Connecticut
$1.48M -$258K -5,696 -15%
Citigroup
28
Citigroup
New York
$1.33M +$20.3K +440 +2%
HighTower Advisors
29
HighTower Advisors
Illinois
$1.26M -$507K -11,016 -29%
Truist Financial
30
Truist Financial
North Carolina
$1.25M -$159K -3,444 -11%
MML Investors Services
31
MML Investors Services
Massachusetts
$1.11M -$170K -3,700 -13%
CA
32
Cetera Advisors
Colorado
$1.02M +$169K +3,660 +20%
PCM
33
Parsons Capital Management
Rhode Island
$935K -$48.9K -1,060 -5%
TC
34
TAP Consulting
Missouri
$879K +$8.67K +188 +1%
FAAS
35
First Allied Advisory Services
California
$827K +$23.8K +516 +3%
NL
36
NWAM LLC
Washington
$724K -$26.4K -572 -4%
SAM
37
Summit Asset Management
Tennessee
$691K -$20.3K -440 -3%
IWC
38
Integrated Wealth Concepts
Massachusetts
$618K -$52.9K -1,148 -8%
CFGS
39
Concourse Financial Group Securities
Alabama
$598K +$3.13K +68 +0.5%
AC
40
Apella Capital
Connecticut
$532K +$532K +11,532 New
TRCT
41
Tower Research Capital (TRC)
New York
$515K -$6.99M -151,540 -93%
Stifel Financial
42
Stifel Financial
Missouri
$488K +$4.8K +104 +1%
T
43
TrueFG
Texas
$487K – – –
LCM
44
Liberty Capital Management
Michigan
$470K – – –
SPC
45
Sigma Planning Corp
Michigan
$432K -$36.1K -784 -8%
WIA
46
World Investment Advisors
California
$416K -$97.5K -1,912 -19%
MA
47
Mutual Advisors
Nebraska
$411K -$67.2K -1,460 -14%
NFG
48
Next Financial Group
Texas
$354K +$58.4K +1,268 +20%
ASN
49
Advisory Services Network
Georgia
$322K -$1.85K -40 -0.6%
AHC
50
Adell Harriman & Carpenter
Texas
$306K – – –
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