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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

70 hedge funds and large institutions have $228M invested in iShares Morningstar Mid-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
19
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$10.3M
2
GWM
Greenwich Wealth Management
Connecticut
+$3.51M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.17M
4
Ameriprise
Ameriprise
Minnesota
+$2.89M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.3M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$7.94M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$7.35M
3
Morgan Stanley
Morgan Stanley
New York
-$5.98M
4
Jane Street
Jane Street
New York
-$2.98M
5
Wells Fargo
Wells Fargo
California
-$2.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BKA
51
Brick & Kyle Associates
Pennsylvania
$80K – – –
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$48K +$48K +1,320 New
SEI Investments
53
SEI Investments
Pennsylvania
$41K – – –
WT
54
Whittier Trust
California
$35K – – –
IA
55
IFP Advisors
Florida
$27K -$447K -9,208 -94%
BCI
56
Brinker Capital Investments
Pennsylvania
$17K – – –
ADL
57
Asset Dedication LLC
California
$12K – – –
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$11K +$5.13K +140 +88%
FCCM
59
First City Capital Management
Georgia
$10.9K – – –
FAM
60
Formidable Asset Management
Ohio
$8K – – –
ACM
61
Argentus Capital Management
Texas
$7K -$15K -412 -68%
TFA
62
Transamerica Financial Advisors
Florida
$7K – – –
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6K – – –
MFW
64
Mosaic Family Wealth
Missouri
$4K – – –
AIM
65
Advantage Investment Management
Iowa
$4K – – –
WTC
66
WhitTier Trust Company
Nevada
$2K – – –
BlackRock
67
BlackRock
New York
$1K – – –
MIM
68
Marco Investment Management
Georgia
$250 – – –
SIM
69
Sonora Investment Management
Arizona
$245 +$245 +8 New
Jane Street
70
Jane Street
New York
– -$2.98M -83,292 Closed
SC
71
Scotia Capital
Ontario, Canada
– -$963K -26,800 Closed
UCFA
72
United Capital Financial Advisors
Texas
– -$422K -11,812 Closed
AFP
73
Ausdal Financial Partners
Iowa
– -$13K -360 Closed
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