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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

87 hedge funds and large institutions have $297M invested in iShares Morningstar Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
–
Holders Change %
0%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
26
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$5.09M
2
Ameriprise
Ameriprise
Minnesota
+$3.04M
3
SB
Suntrust Banks
Georgia
+$2.83M
4
Jane Street
Jane Street
New York
+$2.77M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$769K

Top Sellers

1
TRCT
Tower Research Capital (TRC)
New York
-$8.52M
2
HighTower Advisors
HighTower Advisors
Illinois
-$3.29M
3
NPC
National Planning Corporation
California
-$1.53M
4
SG Americas Securities
SG Americas Securities
New York
-$1.38M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$933K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
51
Clearwater Capital Advisors
Illinois
$268K – – –
US Bancorp
52
US Bancorp
Minnesota
$257K -$72.6K -1,564 -22%
FTS
53
Fifth Third Securities
Ohio
$254K -$162K -3,500 -39%
ASN
54
Advisory Services Network
Georgia
$245K – – –
PAG
55
Private Advisor Group
New Jersey
$240K -$424K -8,948 -64%
AW
56
ACG Wealth
Georgia
$232K – – –
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$223K -$25.6K -552 -10%
SEI Investments
58
SEI Investments
Pennsylvania
$206K +$150K +3,240 +268%
IWM
59
IHT Wealth Management
Illinois
$175K +$55.2K +1,164 +46%
SSB
60
Sandy Spring Bank
Maryland
$174K – – –
WEC
61
Winslow Evans & Crocker
Massachusetts
$118K +$7.04K +152 +6%
SWP
62
Stratos Wealth Partners
Ohio
$93K +$93K +2,012 New
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$87K +$16.2K +348 +23%
OIA
64
OneDigital Investment Advisors
Kansas
$81K +$559 +12 +0.7%
JCM
65
Jacobi Capital Management
Pennsylvania
$69K +$380 +8 +0.6%
CAC
66
Certified Advisory Corp
Florida
$54K +$54K +1,172 New
SWM
67
SeaCrest Wealth Management
New York
$42K +$42K +896 New
HS
68
Horan Securities
United States
$34K – – –
PO
69
Private Ocean
California
$28K +$28K +600 New
WT
70
Whittier Trust
California
$25K – – –
SIM
71
Sonora Investment Management
Arizona
$22.1K – – –
BWA
72
BDO Wealth Advisors
Florida
$19K – – –
ADL
73
Asset Dedication LLC
California
$15K – – –
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$14K – – –
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$12K -$12.6K -260 -51%
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