iShares Morningstar Mid-Cap ETF
IMCB
IMCB
61 hedge funds and large institutions have $155M invested in iShares Morningstar Mid-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+11
Holders Change %
+22%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
23
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$6.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.22M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$2.08M |
| 4 |
Jane Street
New York
|
+$1.88M |
| 5 |
OC
Oppenheimer & Co
New York
|
+$1.5M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
51
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $61K | +$9.53K | +248 | +19% |
|
|
ASN
52
Advisory Services Network
Atlanta,
Georgia
| $40K | – | – | – |
|
|
WT
53
Whittier Trust
South Pasadena,
California
| $37K | +$37K | +960 | New |
|
|
SIA
54
Stancorp Investment Advisers
Portland,
Oregon
| $24K | – | – | – |
|
|
FCCM
55
First City Capital Management
Savannah,
Georgia
| $11.5K | – | – | – |
|
|
FAM
56
Formidable Asset Management
Cincinnati,
Ohio
| $8K | – | – | – |
|
|
TFA
57
Transamerica Financial Advisors
St. Petersburg,
Florida
| $7K | +$7K | +180 | New |
|
|
AIM
58
Advantage Investment Management
Cedar Rapids,
Iowa
| $4K | – | – | – |
|
|
AIP
59
Ameritas Investment Partners
Lincoln,
Nebraska
| $2K | +$2K | +60 | New |
|
60
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $7 | +$1 | +28 | +20% |
|
|
PHS
61
Pekin Hardy Strauss
Chicago,
Illinois
| – | -$3.3M | -89,512 | Closed |
|
|
BRWA
62
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$65 | -1,752 | Closed |
|
|
HR
63
Howe & Rusling
Rochester,
New York
| – | -$19K | -520 | Closed |
|