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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

116 hedge funds and large institutions have $299M invested in iShares Morningstar Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.55%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
26
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$4.96M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.21M
3
AWM
AE Wealth Management
Kansas
+$1.71M
4
SS
Simplicity Solutions
Minnesota
+$1.71M
5
Bank of America
Bank of America
North Carolina
+$1.21M

Top Sellers

1
AIC
Ameritas Investment Company
Nebraska
-$4.3M
2
CA
Cetera Advisors
Colorado
-$4.07M
3
MML Investors Services
MML Investors Services
Massachusetts
-$2.63M
4
UBS Group
UBS Group
Switzerland
-$2.59M
5
Wells Fargo
Wells Fargo
California
-$983K
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
51
Tiedemann Advisors
New York
$440K – – –
LNC
52
Lincoln National Corp
Pennsylvania
$421K -$62.5K -1,264 -13%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$398K -$27.7K -560 -7%
Comerica Bank
54
Comerica Bank
Texas
$393K -$72.8K -1,456 -16%
IA
55
IFG Advisory
Georgia
$391K +$391K +7,920 New
CAN
56
Cetera Advisor Networks
California
$385K +$20.6K +420 +6%
AHC
57
Adell Harriman & Carpenter
Texas
$376K +$376K +7,608 New
AA
58
Alesco Advisors
New York
$375K – – –
Northern Trust
59
Northern Trust
Illinois
$353K +$353K +7,136 New
CGL
60
Clarius Group LLC
Washington
$324K – – –
IF
61
Ironwood Financial
Arizona
$312K -$5.34K -108 -2%
BJL
62
Brighton Jones LLC
Washington
$312K – – –
WP
63
WealthPLAN Partners
Nebraska
$311K +$311K +6,092 New
WWM
64
Western Wealth Management
Colorado
$303K +$35.8K +720 +13%
CA
65
Calton & Associates
Florida
$291K -$2.57K -52 -0.9%
AI
66
Atria Investments
North Carolina
$277K – – –
CCA
67
Clearwater Capital Advisors
Illinois
$268K – – –
WMA
68
Wealth Management Associates
New Jersey
$266K +$15.4K +312 +6%
BSW
69
Buckingham Strategic Wealth
Missouri
$265K +$265K +5,368 New
EI
70
Ellevest Inc
New York
$260K +$2.17K +44 +0.8%
PA
71
PFG Advisors
Arizona
$256K +$386 +8 +0.2%
AW
72
ACG Wealth
Georgia
$247K – – –
IWM
73
IHT Wealth Management
Illinois
$223K +$989 +20 +0.4%
JPMPWA
74
J.P. Morgan Private Wealth Advisors
California
$220K +$220K +4,440 New
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$219K -$10.5K -212 -5%
1 2
3
4 5