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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

119 hedge funds and large institutions have $414M invested in iShares Morningstar Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 106 increasing their positions, 4 reducing their positions, and 6 closing their positions.

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
106
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$6.18M
2
UBS Group
2
UBS Group
Switzerland
$65.6M
3
TCWA
3
Ten Capital Wealth Advisors
Washington
$2.17M
4
CAN
4
Cetera Advisor Networks
California
$4.88M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.19M
2
FP
2
Financial Perspectives
Minnesota
$48.5K
3
GWM
3
Geneos Wealth Management
Colorado
$181K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$30.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$683K 10,185 +7,824 +331%
HTC
52
Haverford Trust Company
Pennsylvania
$609K 9,085 +7,080 +353%
FFN
53
Focus Financial Network
Minnesota
$576K 8,591 +6,614 +335%
IWC
54
Integrated Wealth Concepts
Massachusetts
$549K 8,186 +5,864 +253%
DWMG
55
DB Wealth Management Group
California
$507K 7,559 +5,669 +300%
WWM
56
Western Wealth Management
Colorado
$486K 7,255 +5,443 +300%
AHC
57
Adell Harriman & Carpenter
Texas
$445K 6,632 +4,974 +300%
TRCT
58
Tower Research Capital (TRC)
New York
$444K 6,628 +5,505 +490%
GLA
59
Good Life Advisors
Pennsylvania
$441K 6,584 +4,938 +300%
SWM
60
SeaCrest Wealth Management
New York
$422K 6,290 +5,192 +473%
LNC
61
Lincoln National Corp
Pennsylvania
$388K 5,780 +4,335 +300%
ASN
62
Advisory Services Network
Georgia
$373K 5,564 +4,305 +342%
RJT
63
Raymond James Trust
Florida
$371K 5,535 +4,116 +290%
PA
64
Procyon Advisors
Connecticut
$358K 5,332 +3,999 +300%
PAG
65
Private Advisor Group
New Jersey
$340K 5,066 +3,792 +298%
AW
66
ACG Wealth
Georgia
$335K 5,000 +3,750 +300%
IWM
67
IHT Wealth Management
Illinois
$314K 4,677 +3,509 +300%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$311K 4,631 +2,458 +113%
WMA
69
Wealth Management Associates
New Jersey
$300K 4,472 +3,354 +300%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$278K 4,141 +324 +8%
AIP
71
Ameritas Investment Partners
Nebraska
$277K 4,146 +3,056 +280%
TC
72
TAP Consulting
Missouri
$268K 3,996 -312 -7%
MCM
73
MAI Capital Management
Ohio
$268K 4,000 +3,000 +300%
CCA
74
Clearwater Capital Advisors
Illinois
$265K 3,956 +2,967 +300%
XF
75
XML Financial
Maryland
$257K 3,828 +2,871 +300%
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