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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

96 hedge funds and large institutions have $322M invested in iShares Morningstar Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+4
Holders Change %
+4.35%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
26
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
+$2.94M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$666K
3
CA
Cetera Advisors
Colorado
+$615K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$452K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$429K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$15M
2
Morgan Stanley
Morgan Stanley
New York
-$1.26M
3
Bank of America
Bank of America
North Carolina
-$572K
4
Mariner
Mariner
Kansas
-$543K
5
Citadel Advisors
Citadel Advisors
Florida
-$441K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$271K -$5.88K -124 -2%
US Bancorp
52
US Bancorp
Minnesota
$260K – – –
ASN
53
Advisory Services Network
Georgia
$260K +$9.49K +200 +4%
FTS
54
Fifth Third Securities
Ohio
$252K +$252K +5,332 New
AW
55
ACG Wealth
Georgia
$237K – – –
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$237K +$8.15K +172 +4%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$224K – – –
CWM
58
Cornerstone Wealth Management
Missouri
$180K +$24K +16,888 +15%
CTB
59
Country Trust Bank
Illinois
$150K – – –
FHA
60
Flagship Harbor Advisors
Massachusetts
$146K +$37K +780 +34%
SSB
61
Sandy Spring Bank
Maryland
$126K -$10.4K -220 -8%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$119K +$84.1K +1,772 +241%
WEC
63
Winslow Evans & Crocker
Massachusetts
$116K – – –
LFG
64
LifePlan Financial Group
Ohio
$100K – – –
SWP
65
Stratos Wealth Partners
Ohio
$94K +$94K +1,992 New
RCAG
66
Rehmann Capital Advisory Group
Michigan
$86.4K – – –
OIA
67
OneDigital Investment Advisors
Kansas
$83K +$379 +8 +0.5%
PO
68
Private Ocean
California
$66K – – –
JCM
69
Jacobi Capital Management
Pennsylvania
$64K +$376 +8 +0.6%
CAC
70
Certified Advisory Corp
Florida
$56K +$189 +4 +0.3%
GI
71
Gradient Investments
Minnesota
$46K +$39.4K +1,736 +595%
CFGS
72
Concourse Financial Group Securities
Alabama
$45K +$45K +940 New
SWM
73
SeaCrest Wealth Management
New York
$42K – – –
GP
74
Girard Partners
Pennsylvania
$39K +$39K +824 New
HS
75
Horan Securities
United States
$32K +$179 +4 +0.6%
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3
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