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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

74 hedge funds and large institutions have $254M invested in iShares Morningstar Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
28
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$3.56M
2
Bessemer Group
Bessemer Group
New Jersey
+$3.51M
3
UBS Group
UBS Group
Switzerland
+$2.48M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.01M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.26M

Top Sellers

1
GWM
Greenwich Wealth Management
Connecticut
-$5.32M
2
Wells Fargo
Wells Fargo
California
-$4.23M
3
Jane Street
Jane Street
New York
-$4.04M
4
PCM
Parsons Capital Management
Rhode Island
-$2.78M
5
GLA
Good Life Advisors
Pennsylvania
-$1.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$230K – – –
AW
52
ACG Wealth
Georgia
$208K +$208K +5,000 New
NFG
53
Next Financial Group
Texas
$182K -$45.8K -1,092 -20%
SSB
54
Sandy Spring Bank
Maryland
$156K – – –
WEC
55
Winslow Evans & Crocker
Massachusetts
$141K +$28.3K +680 +25%
SEI Investments
56
SEI Investments
Pennsylvania
$98K – – –
BKA
57
Brick & Kyle Associates
Pennsylvania
$71K -$15.2K -364 -18%
WT
58
Whittier Trust
California
$40K – – –
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40K +$165 +4 +0.4%
IWM
60
IHT Wealth Management
Illinois
$30K +$26.5K +600 +750%
HS
61
Horan Securities
United States
$29K +$29K +700 New
PA
62
Parallel Advisors
California
$25K +$25K +604 New
SIM
63
Sonora Investment Management
Arizona
$19.8K – – –
LWM
64
LBA Wealth Management
Florida
$17K – – –
ADL
65
Asset Dedication LLC
California
$13K – – –
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$12K – – –
Creative Planning
67
Creative Planning
Kansas
$12K +$12K +300 New
GEA
68
Glen Eagle Advisors
New Jersey
$7.67K -$3.34K -80 -30%
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 – – –
SPIA
73
Steward Partners Investment Advisory
New York
$1K +$1K +28 New
GWM
74
Greenwich Wealth Management
Connecticut
– -$5.32M -135,320 Closed
Jane Street
75
Jane Street
New York
– -$4.04M -102,628 Closed
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