IMCB icon

iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

74 hedge funds and large institutions have $251M invested in iShares Morningstar Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
26
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.36M
2
Jane Street
Jane Street
New York
+$3.83M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.29M
5
Ameriprise
Ameriprise
Minnesota
+$1.26M

Top Sellers

1
SI
SII Investments
Wisconsin
-$1.78M
2
UBS Group
UBS Group
Switzerland
-$1.48M
3
RJA
Raymond James & Associates
Florida
-$471K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$445K
5
VFA
Voya Financial Advisors
Connecticut
-$403K
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
51
Advisory Services Network
Georgia
$190K +$101K +2,632 +114%
SSB
52
Sandy Spring Bank
Maryland
$144K – – –
US Bancorp
53
US Bancorp
Minnesota
$141K +$141K +3,660 New
VCM
54
Versant Capital Management
Arizona
$130K – – –
WEC
55
Winslow Evans & Crocker
Massachusetts
$120K – – –
SEI Investments
56
SEI Investments
Pennsylvania
$91K -$61.9K -1,596 -40%
BKA
57
Brick & Kyle Associates
Pennsylvania
$85K – – –
RCA
58
Rowland Carmichael Advisors
Arizona
$77K – – –
WT
59
Whittier Trust
California
$37K – – –
RFA
60
Reilly Financial Advisors
California
$26K +$26K +680 New
HS
61
Horan Securities
United States
$26K +$26K +692 New
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22K +$156 +4 +0.7%
Mariner
63
Mariner
Kansas
$20K +$20K +508 New
SIM
64
Sonora Investment Management
Arizona
$18.4K -$154 -4 -0.8%
LWM
65
LBA Wealth Management
Florida
$16K +$16K +412 New
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$12K – – –
ADL
67
Asset Dedication LLC
California
$12K – – –
IWM
68
Integrated Wealth Management
California
$11K +$11K +288 New
MFW
69
Mosaic Family Wealth
Missouri
$5K – – –
AIM
70
Advantage Investment Management
Iowa
$4K – – –
WTC
71
WhitTier Trust Company
Nevada
$3K – – –
BlackRock
72
BlackRock
New York
$2K – – –
ACM
73
Argentus Capital Management
Texas
$2K – – –
SI
74
SII Investments
Wisconsin
– -$1.78M -47,960 Closed
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
– -$343K -9,180 Closed
1 2
3
4