IMCB icon

iShares Morningstar Mid-Cap ETF

116 hedge funds and large institutions have $358M invested in iShares Morningstar Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+6
Holders Change %
+5.45%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
35
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
51
Integrated Wealth Concepts
Massachusetts
$543K -$243K -4,152 -31%
OIA
52
OneDigital Investment Advisors
Kansas
$508K +$32.1K +548 +7%
GLA
53
Good Life Advisors
Pennsylvania
$485K -$415K -7,084 -46%
WWM
54
Western Wealth Management
Colorado
$471K +$7.03K +120 +2%
MA
55
Mutual Advisors
Nebraska
$463K -$25.7K -440 -5%
SAM
56
S.A. Mason
Michigan
$431K +$104K +1,780 +32%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$430K +$23K +392 +6%
DWMG
58
DB Wealth Management Group
California
$422K +$422K +7,204 New
LNC
59
Lincoln National Corp
Pennsylvania
$399K +$3.97K +68 +1%
AHC
60
Adell Harriman & Carpenter
Texas
$388K
Comerica Bank
61
Comerica Bank
Texas
$361K +$13.8K +228 +4%
NFG
62
Next Financial Group
Texas
$353K -$89.1K -1,520 -20%
PA
63
Procyon Advisors
Connecticut
$312K
ASN
64
Advisory Services Network
Georgia
$299K -$110K -1,872 -27%
AW
65
ACG Wealth
Georgia
$293K
AIP
66
Ameritas Investment Partners
Nebraska
$285K -$16.4K -280 -5%
RJT
67
Raymond James Trust
Florida
$285K
PA
68
PFG Advisors
Arizona
$275K -$468 -8 -0.2%
IWM
69
IHT Wealth Management
Illinois
$273K -$26.7K -456 -9%
WMA
70
Wealth Management Associates
New Jersey
$262K +$2.34K +40 +0.9%
CCA
71
Clearwater Capital Advisors
Illinois
$246K
VWA
72
Visionary Wealth Advisors
Illinois
$245K +$468 +8 +0.2%
PAG
73
Private Advisor Group
New Jersey
$237K +$468 +8 +0.2%
PFA
74
Professional Financial Advisors
Nebraska
$235K +$467 +8 +0.2%
MCM
75
MAI Capital Management
Ohio
$234K