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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

109 hedge funds and large institutions have $288M invested in iShares Morningstar Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+6
Holders Change %
+5.83%
% of All Funds
2.24%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
15
Increased
25
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.16M
2
SA
Silversage Advisors
California
+$3.78M
3
LPL Financial
LPL Financial
California
+$2.19M
4
VA
Valmark Advisers
Ohio
+$2.08M
5
FAIM
Financial Advocates Investment Management
Washington
+$1.7M

Top Sellers

1
TRCT
Tower Research Capital (TRC)
New York
-$6.99M
2
Citadel Advisors
Citadel Advisors
Florida
-$6.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.46M
4
Morgan Stanley
Morgan Stanley
New York
-$4.92M
5
Wells Fargo
Wells Fargo
California
-$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
51
Lincoln National Corp
Pennsylvania
$305K -$55.5K -1,204 -15%
WWM
52
Western Wealth Management
Colorado
$291K +$16.1K +348 +6%
IAN
53
Integrated Advisors Network
Texas
$274K +$274K +5,944 New
Comerica Bank
54
Comerica Bank
Texas
$272K +$272K +5,576 New
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$269K -$45K -976 -14%
CWM
56
Chronos Wealth Management
Florida
$263K -$27.7K -600 -10%
AIP
57
Ameritas Investment Partners
Nebraska
$256K -$14.5K -316 -5%
RJT
58
Raymond James Trust
Florida
$254K – – –
IA
59
IFG Advisory
Georgia
$251K +$553 +12 +0.2%
PA
60
Procyon Advisors
Connecticut
$246K – – –
GWM
61
Geneos Wealth Management
Colorado
$244K -$1.02M -22,848 -81%
IWM
62
IHT Wealth Management
Illinois
$242K +$242K +5,260 New
SAM
63
S.A. Mason
Michigan
$240K +$106K +2,308 +79%
PAG
64
Private Advisor Group
New Jersey
$239K +$239K +5,192 New
WMA
65
Wealth Management Associates
New Jersey
$236K -$9.22K -200 -4%
AW
66
ACG Wealth
Georgia
$231K +$231K +5,000 New
PA
67
PFG Advisors
Arizona
$218K +$218K +4,704 New
OIA
68
OneDigital Investment Advisors
Kansas
$215K +$215K +4,668 New
VWA
69
Visionary Wealth Advisors
Illinois
$207K -$74.6K -1,616 -26%
IF
70
Ironwood Financial
Arizona
$164K – – –
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$153K -$6.27K -136 -4%
Franklin Resources
72
Franklin Resources
California
$147K +$147K +3,000 New
CTB
73
Country Trust Bank
Illinois
$145K – – –
FCA
74
FinTrust Capital Advisors
South Carolina
$143K – – –
FMII
75
Farmers & Merchants Investments Inc
Nebraska
$139K – – –
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3
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