IMCB icon

iShares Morningstar Mid-Cap ETF

73 hedge funds and large institutions have $244M invested in iShares Morningstar Mid-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-1
Holders Change %
-1.35%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
26
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$218K +$73.9K +1,876 +51%
NFG
52
Next Financial Group
Texas
$214K -$8.67K -220 -4%
SSB
53
Sandy Spring Bank
Maryland
$147K
CFA
54
Camarda Financial Advisors
Florida
$135K +$135K +3,436 New
VCM
55
Versant Capital Management
Arizona
$132K
WEC
56
Winslow Evans & Crocker
Massachusetts
$106K -$16.7K -424 -14%
SEI Investments
57
SEI Investments
Pennsylvania
$92K
BKA
58
Brick & Kyle Associates
Pennsylvania
$81K -$5.34K -136 -6%
RCA
59
Rowland Carmichael Advisors
Arizona
$79K
WT
60
Whittier Trust
California
$38K
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38K +$15.8K +400 +71%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$33K +$33K +844 New
SIM
63
Sonora Investment Management
Arizona
$18.7K
LWM
64
LBA Wealth Management
Florida
$16K
ADL
65
Asset Dedication LLC
California
$13K
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$12K
GEA
67
Glen Eagle Advisors
New Jersey
$10.4K +$10.4K +264 New
MFW
68
Mosaic Family Wealth
Missouri
$5K
AIM
69
Advantage Investment Management
Iowa
$4K
WTC
70
WhitTier Trust Company
Nevada
$3K
IWM
71
IHT Wealth Management
Illinois
$3K +$3K +80 New
BlackRock
72
BlackRock
New York
$2K +$182 +4 +10%
WA
73
WESPAC Advisors
California
-$2.05M -53,052 Closed
WI
74
Wintrust Investments
Illinois
-$1.04M -26,956 Closed
CWM
75
Concert Wealth Management
California
-$721K -18,708 Closed