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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

103 hedge funds and large institutions have $258M invested in iShares Morningstar Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
19
Increased
26
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.89M
2
KCM
Karp Capital Management
California
+$5.11M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.36M
4
UBS Group
UBS Group
Switzerland
+$1.25M
5
DWA
Divergent Wealth Advisors
Utah
+$1.09M

Top Sellers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$13.4M
2
Wells Fargo
Wells Fargo
California
-$2.4M
3
Jane Street
Jane Street
New York
-$538K
4
MML Investors Services
MML Investors Services
Massachusetts
-$499K
5
F
F3Logic
Minnesota
-$335K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$375K +$4.8K +120 +1%
TA
52
Tiedemann Advisors
New York
$356K – – –
Bank of New York Mellon
53
Bank of New York Mellon
New York
$348K -$71.9K -1,780 -17%
SPC
54
Sigma Planning Corp
Michigan
$326K -$82.1K -2,028 -20%
AA
55
Alesco Advisors
New York
$317K +$317K +7,840 New
CAN
56
Cetera Advisor Networks
California
$308K +$36.5K +908 +13%
IF
57
Ironwood Financial
Arizona
$287K – – –
CGL
58
Clarius Group LLC
Washington
$265K – – –
HR
59
Hayden Royal
North Carolina
$259K +$259K +6,416 New
Jane Street
60
Jane Street
New York
$257K -$538K -13,328 -68%
BJL
61
Brighton Jones LLC
Washington
$255K – – –
CCA
62
Clearwater Capital Advisors
Illinois
$234K – – –
WWM
63
Western Wealth Management
Colorado
$215K +$215K +5,292 New
WMA
64
Wealth Management Associates
New Jersey
$205K +$205K +5,080 New
AW
65
ACG Wealth
Georgia
$202K – – –
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$198K -$4.04K -100 -2%
NFG
67
Next Financial Group
Texas
$195K +$183K +4,516 +1,466%
CTB
68
Country Trust Bank
Illinois
$128K – – –
SSB
69
Sandy Spring Bank
Maryland
$107K – – –
FHA
70
Flagship Harbor Advisors
Massachusetts
$105K -$18.4K -460 -15%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$101K – – –
CFA
72
Carroll Financial Associates
North Carolina
$99K +$99K +2,420 New
IA
73
IFP Advisors
Florida
$93K -$136K -3,396 -59%
LFG
74
LifePlan Financial Group
Ohio
$85K – – –
OIA
75
OneDigital Investment Advisors
Kansas
$71K +$643 +16 +0.9%
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3
4 5