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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

93 hedge funds and large institutions have $291M invested in iShares Morningstar Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+6
Holders Change %
+6.9%
% of All Funds
2.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
31
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$4.39M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.01M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2M
4
UBS Group
UBS Group
Switzerland
+$1.82M
5
PAG
Private Advisor Group
New Jersey
+$1.62M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$6.14M
2
Jane Street
Jane Street
New York
-$4.58M
3
Wells Fargo
Wells Fargo
California
-$3.09M
4
SB
Suntrust Banks
Georgia
-$2.14M
5
Morgan Stanley
Morgan Stanley
New York
-$621K
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$262K +$177K +3,904 +209%
US Bancorp
52
US Bancorp
Minnesota
$258K +$6.9K +152 +3%
CA
53
Calton & Associates
Florida
$250K +$250K +5,516 New
ASN
54
Advisory Services Network
Georgia
$239K – – –
VHAM
55
Van Hulzen Asset Management
California
$234K -$46.2K -1,020 -16%
AW
56
ACG Wealth
Georgia
$227K – – –
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$219K +$1.09K +24 +0.5%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$209K +$209K +4,636 New
IWM
59
IHT Wealth Management
Illinois
$175K +$11.5K +260 +7%
SSB
60
Sandy Spring Bank
Maryland
$170K – – –
SWP
61
Stratos Wealth Partners
Ohio
$167K +$75.6K +1,664 +83%
CTB
62
Country Trust Bank
Illinois
$143K +$143K +3,156 New
WEC
63
Winslow Evans & Crocker
Massachusetts
$107K -$8.71K -192 -8%
LFG
64
LifePlan Financial Group
Ohio
$96K +$96K +2,112 New
RCAG
65
Rehmann Capital Advisory Group
Michigan
$83K +$83K +1,824 New
OIA
66
OneDigital Investment Advisors
Kansas
$79K +$181 +4 +0.2%
PO
67
Private Ocean
California
$63K +$36K +800 +133%
JCM
68
Jacobi Capital Management
Pennsylvania
$60K -$4.44K -100 -7%
SEI Investments
69
SEI Investments
Pennsylvania
$55K -$148K -3,240 -73%
CAC
70
Certified Advisory Corp
Florida
$53K +$180 +4 +0.3%
SWM
71
SeaCrest Wealth Management
New York
$41K – – –
ML
72
McAdam LLC
Pennsylvania
$34K +$34K +752 New
HS
73
Horan Securities
United States
$32K +$181 +4 +0.6%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$32K +$20.9K +464 +187%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$30K +$30K +660 New
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