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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

124 hedge funds and large institutions have $401M invested in iShares Morningstar Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 7 closing their positions.

Holders
124
Holders Change
+5
Holders Change %
+4.2%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
15
Increased
39
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
1
Beacon Pointe Advisors
California
$2.99M
2
UBS Group
2
UBS Group
Switzerland
$67.7M
3
Jane Street
3
Jane Street
New York
$2.09M
4
NA
4
NewEdge Advisors
Louisiana
$1.95M
5
Wells Fargo
5
Wells Fargo
California
$16.1M

Top Sellers

1
MTC
1
Matrix Trust Company
Colorado
$10.5M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$64.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$27M
5
Ameriprise
5
Ameriprise
Minnesota
$9.98M
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$683K 10,264 +79 +0.8%
LCM
52
Liberty Capital Management
Michigan
$679K 10,200 – –
Stifel Financial
53
Stifel Financial
Missouri
$655K 9,851 -500 -5%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
– – – –
IWC
55
Integrated Wealth Concepts
Massachusetts
$584K 8,781 +595 +7%
FFN
56
Focus Financial Network
Minnesota
$580K 8,713 +122 +1%
DWMG
57
DB Wealth Management Group
California
$503K 7,559 – –
PMFA
58
Plante Moran Financial Advisors
Michigan
$495K 7,441 +7,441 New
SWM
59
SeaCrest Wealth Management
New York
$488K 7,332 +1,042 +17%
Citigroup
60
Citigroup
New York
$453K 6,814 -22,084 -76%
AHC
61
Adell Harriman & Carpenter
Texas
$441K 6,632 – –
GLA
62
Good Life Advisors
Pennsylvania
$438K 6,584 – –
HTC
63
Haverford Trust Company
Pennsylvania
$434K 6,517 -2,568 -28%
RJT
64
Raymond James Trust
Florida
$406K 6,097 +562 +10%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$390K 5,869 +1,238 +27%
LNC
66
Lincoln National Corp
Pennsylvania
$378K 5,680 -100 -2%
ASN
67
Advisory Services Network
Georgia
$370K 5,564 – –
PA
68
Procyon Advisors
Connecticut
$355K 5,332 – –
PAG
69
Private Advisor Group
New Jersey
$337K 5,072 +6 +0.1%
AW
70
ACG Wealth
Georgia
$333K 5,000 – –
IWM
71
IHT Wealth Management
Illinois
$306K 4,601 -76 -2%
WMA
72
Wealth Management Associates
New Jersey
$298K 4,472 – –
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$276K 4,141 – –
AIP
74
Ameritas Investment Partners
Nebraska
$271K 4,086 -60 -1%
MCM
75
MAI Capital Management
Ohio
$266K 4,000 – –
1 2
3
4 5