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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

103 hedge funds and large institutions have $253M invested in iShares Morningstar Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 45 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
-24
Holders Change %
-18.9%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
10
Increased
23
Reduced
45
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$15M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.87M
3
TRCT
Tower Research Capital (TRC)
New York
+$6.02M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.55M
5
CAN
Cetera Advisor Networks
California
+$900K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$10.3M
2
Wells Fargo
Wells Fargo
California
-$7.25M
3
Bank of America
Bank of America
North Carolina
-$6.32M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.58M
5
AIP
Ameritas Investment Partners
Nebraska
-$4.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGL
51
Clarius Group LLC
Washington
$251K – – –
NFG
52
Next Financial Group
Texas
$246K +$24.2K +632 +11%
CWM
53
Chronos Wealth Management
Florida
$241K -$4.28K -112 -2%
VWA
54
Visionary Wealth Advisors
Illinois
$234K -$33.6K -876 -13%
WWM
55
Western Wealth Management
Colorado
$229K -$8.76K -228 -4%
AIP
56
Ameritas Investment Partners
Nebraska
$225K -$4.1M -107,272 -95%
RJT
57
Raymond James Trust
Florida
$211K +$211K +5,500 New
IA
58
IFG Advisory
Georgia
$208K -$95.3K -2,488 -31%
PA
59
Procyon Advisors
Connecticut
$204K -$30.5K -796 -13%
WMA
60
Wealth Management Associates
New Jersey
$203K – – –
IF
61
Ironwood Financial
Arizona
$137K -$99.8K -2,600 -42%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$132K +$306 +8 +0.2%
US Bancorp
63
US Bancorp
Minnesota
$126K -$36.1K -940 -22%
CTB
64
Country Trust Bank
Illinois
$121K – – –
FCA
65
FinTrust Capital Advisors
South Carolina
$119K +$119K +3,104 New
FMII
66
Farmers & Merchants Investments Inc
Nebraska
$115K – – –
SAM
67
S.A. Mason
Michigan
$111K +$110K +2,880 +10,286%
SSB
68
Sandy Spring Bank
Maryland
$102K – – –
MPCG
69
Matrix Private Capital Group
New York
$95K -$37.8K -988 -28%
FHA
70
Flagship Harbor Advisors
Massachusetts
$92K -$3.08K -80 -3%
CFA
71
Carroll Financial Associates
North Carolina
$92K – – –
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$89K – – –
HWM
73
HighMark Wealth Management
Minnesota
$85K +$152 +4 +0.2%
SFPG
74
Stonebridge Financial Planning Group
Florida
$82K -$5.9K -144 -7%
LFG
75
LifePlan Financial Group
Ohio
$64K -$4.41K -116 -6%
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