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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

127 hedge funds and large institutions have $367M invested in iShares Morningstar Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+11
Holders Change %
+9.48%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
26
Increased
32
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$18.2M
2
Bank of America
Bank of America
North Carolina
+$9.07M
3
AAS
Avantax Advisory Services
Texas
+$8.6M
4
Morgan Stanley
Morgan Stanley
New York
+$5.72M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.24M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.53M
2
PAG
Private Advisor Group
New Jersey
-$2.41M
3
PFG
Pacific Financial Group
Washington
-$2.06M
4
SS
Simplicity Solutions
Minnesota
-$1.14M
5
AWM
AE Wealth Management
Kansas
-$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFG Advisory
Georgia
$415K – – –
CAN
52
Cetera Advisor Networks
California
$410K +$627 +12 +0.2%
AA
53
Alesco Advisors
New York
$397K – – –
VWA
54
Visionary Wealth Advisors
Illinois
$365K +$365K +6,976 New
CGL
55
Clarius Group LLC
Washington
$348K – – –
AHC
56
Adell Harriman & Carpenter
Texas
$347K -$51.1K -976 -13%
CWM
57
Chronos Wealth Management
Florida
$336K +$336K +6,416 New
BJL
58
Brighton Jones LLC
Washington
$331K – – –
WWM
59
Western Wealth Management
Colorado
$324K +$5.24K +100 +2%
IF
60
Ironwood Financial
Arizona
$323K -$7.54K -144 -2%
PA
61
Procyon Advisors
Connecticut
$321K +$321K +6,128 New
IAA
62
Independent Advisor Alliance
North Carolina
$313K +$313K +5,976 New
NFG
63
Next Financial Group
Texas
$303K +$101K +1,932 +50%
AI
64
Atria Investments
North Carolina
$294K – – –
CCA
65
Clearwater Capital Advisors
Illinois
$284K – – –
TRCT
66
Tower Research Capital (TRC)
New York
$281K +$175K +3,336 +164%
WMA
67
Wealth Management Associates
New Jersey
$278K -$3.14K -60 -1%
Northern Trust
68
Northern Trust
Illinois
$275K -$98.4K -1,880 -26%
PA
69
PFG Advisors
Arizona
$275K -$2.51K -48 -0.9%
JPMPWA
70
J.P. Morgan Private Wealth Advisors
California
$265K +$32.3K +616 +14%
AW
71
ACG Wealth
Georgia
$262K – – –
PAG
72
Private Advisor Group
New Jersey
$258K -$2.41M -45,984 -90%
Comerica Bank
73
Comerica Bank
Texas
$247K -$169K -3,192 -41%
IWM
74
IHT Wealth Management
Illinois
$246K +$9.45K +180 +4%
PA
75
PSI Advisors
Florida
$237K +$237K +4,524 New
1 2
3
4 5