IMCB icon

iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

112 hedge funds and large institutions have $293M invested in iShares Morningstar Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+1
Holders Change %
+0.9%
% of All Funds
2.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
30
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIC
Ameritas Investment Company
Nebraska
+$4.09M
2
Morgan Stanley
Morgan Stanley
New York
+$2.47M
3
Jane Street
Jane Street
New York
+$1.66M
4
UBS Group
UBS Group
Switzerland
+$555K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$532K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.77M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.87M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.94M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.22M
5
CS
Comerica Securities
Michigan
-$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
51
Tiedemann Advisors
New York
$430K – – –
Bank of New York Mellon
52
Bank of New York Mellon
New York
$418K – – –
WIA
53
World Investment Advisors
California
$408K -$27.2K -564 -6%
AA
54
Alesco Advisors
New York
$368K – – –
CAN
55
Cetera Advisor Networks
California
$359K -$14.9K -308 -4%
CGL
56
Clarius Group LLC
Washington
$318K – – –
IF
57
Ironwood Financial
Arizona
$311K -$2.13K -44 -0.7%
BJL
58
Brighton Jones LLC
Washington
$306K – – –
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$288K +$145K +2,996 +102%
CA
60
Calton & Associates
Florida
$288K +$288K +5,932 New
TRCT
61
Tower Research Capital (TRC)
New York
$282K -$78.8K -1,624 -22%
US Bancorp
62
US Bancorp
Minnesota
$266K – – –
AI
63
Atria Investments
North Carolina
$266K +$266K +5,608 New
CCA
64
Clearwater Capital Advisors
Illinois
$263K -$17.5K -360 -6%
PA
65
PFG Advisors
Arizona
$263K +$49.3K +992 +23%
WWM
66
Western Wealth Management
Colorado
$261K +$13.8K +284 +6%
EI
67
Ellevest Inc
New York
$253K +$253K +5,224 New
WMA
68
Wealth Management Associates
New Jersey
$245K -$970 -20 -0.4%
IDA
69
Intelligence Driven Advisers
California
$244K -$397K -8,184 -62%
AW
70
ACG Wealth
Georgia
$242K – – –
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$225K – – –
IWM
72
IHT Wealth Management
Illinois
$218K -$19K -392 -8%
NFG
73
Next Financial Group
Texas
$215K +$211K +4,344 +4,722%
B
74
Bridgeworth
Alabama
$206K -$3.49K -72 -2%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$177K +$387 +8 +0.2%
1 2
3
4 5