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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

119 hedge funds and large institutions have $414M invested in iShares Morningstar Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 106 increasing their positions, 4 reducing their positions, and 6 closing their positions.

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
106
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$6.18M
2
UBS Group
2
UBS Group
Switzerland
$65.6M
3
TCWA
3
Ten Capital Wealth Advisors
Washington
$2.17M
4
CAN
4
Cetera Advisor Networks
California
$4.88M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.19M
2
FP
2
Financial Perspectives
Minnesota
$48.5K
3
GWM
3
Geneos Wealth Management
Colorado
$181K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$30.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$1.94M 28,898 -106 -0.4%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.83M 27,271 +3,591 +15%
Truist Financial
28
Truist Financial
North Carolina
$1.66M 24,709 -207 -0.8%
EH
29
Equitable Holdings
New York
$1.51M 22,498 -11,458 -34%
PCM
30
Parsons Capital Management
Rhode Island
$1.36M 20,328 -440 -2%
HighTower Advisors
31
HighTower Advisors
Illinois
$1.33M 19,815 -797 -4%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$1.25M 18,602 -110 -0.6%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
– – – –
CAAS
34
Capital Asset Advisory Services
Michigan
$1.2M 17,924 +824 +5%
Citadel Advisors
35
Citadel Advisors
Florida
$1.19M 17,689 -123,903 -88%
MFGM
36
Marshall Financial Group (Maryland)
Maryland
$1.17M 17,504 +820 +5%
JWCA
37
J.W. Cole Advisors
Florida
$1.12M 16,639 -125 -0.7%
NL
38
NWAM LLC
Washington
$1.07M 15,928 +44 +0.3%
CA
39
Cetera Advisors
Colorado
$960K 14,320 -4,996 -26%
SFS
40
Sowell Financial Services
Arkansas
$947K 14,122 -12,690 -47%
VFA
41
Voya Financial Advisors
Connecticut
$892K 13,302 -326 -2%
SAM
42
Summit Asset Management
Tennessee
$883K 13,172 -56 -0.4%
SAM
43
S.A. Mason
Michigan
$847K 12,633 +1,809 +17%
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$831K 12,400 +12,400 New
WIA
45
World Investment Advisors
California
$795K 11,852 -34,180 -74%
CFGS
46
Concourse Financial Group Securities
Alabama
$793K 11,832 +100 +0.9%
AC
47
Apella Capital
Connecticut
$773K 11,532 – –
FTUS
48
Flow Traders U.S.
New York
$704K 10,495 -17 -0.2%
Stifel Financial
49
Stifel Financial
Missouri
$694K 10,351 -317 -3%
LCM
50
Liberty Capital Management
Michigan
$684K 10,200 – –
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