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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

87 hedge funds and large institutions have $280M invested in iShares Morningstar Mid-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+7
Holders Change %
+8.75%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
30
Reduced
24
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TRCT
Tower Research Capital (TRC)
New York
+$8.59M
2
HighTower Advisors
HighTower Advisors
Illinois
+$1.75M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.07M
4
Goldman Sachs
Goldman Sachs
New York
+$987K
5
Bank of America
Bank of America
North Carolina
+$739K

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$4.3M
2
Jane Street
Jane Street
New York
-$1.65M
3
Wells Fargo
Wells Fargo
California
-$838K
4
NPC
National Planning Corporation
California
-$619K
5
FA
FDx Advisors
Illinois
-$573K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$312K -$50.4K -1,152 -14%
US Bancorp
52
US Bancorp
Minnesota
$310K +$68.3K +1,564 +28%
MIM
53
Marco Investment Management
Georgia
$301K – – –
KeyBank National Association
54
KeyBank National Association
Ohio
$284K – – –
VHAM
55
Van Hulzen Asset Management
California
$282K +$282K +6,444 New
BJL
56
Brighton Jones LLC
Washington
$276K +$276K +6,316 New
CCA
57
Clearwater Capital Advisors
Illinois
$254K – – –
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$234K +$350 +8 +0.1%
ASN
59
Advisory Services Network
Georgia
$231K – – –
FA
60
FDx Advisors
Illinois
$228K -$573K -13,128 -72%
AW
61
ACG Wealth
Georgia
$219K – – –
SSB
62
Sandy Spring Bank
Maryland
$163K – – –
IWM
63
IHT Wealth Management
Illinois
$111K +$61.9K +1,408 +126%
WEC
64
Winslow Evans & Crocker
Massachusetts
$104K -$42.9K -984 -29%
OIA
65
OneDigital Investment Advisors
Kansas
$75K +$347 +8 +0.5%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$66K +$20.1K +464 +44%
JCM
67
Jacobi Capital Management
Pennsylvania
$64K +$31.6K +712 +97%
NFG
68
Next Financial Group
Texas
$58K -$177K -4,020 -75%
SEI Investments
69
SEI Investments
Pennsylvania
$53K – – –
HS
70
Horan Securities
United States
$31K +$176 +4 +0.6%
WT
71
Whittier Trust
California
$24K -$18.7K -420 -44%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$22K +$12.8K +296 +140%
SIM
73
Sonora Investment Management
Arizona
$20.8K – – –
BWA
74
BDO Wealth Advisors
Florida
$18K – – –
ADL
75
Asset Dedication LLC
California
$14K – – –
1 2
3
4