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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

93 hedge funds and large institutions have $291M invested in iShares Morningstar Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+6
Holders Change %
+6.9%
% of All Funds
2.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
31
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$4.39M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.01M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2M
4
UBS Group
UBS Group
Switzerland
+$1.82M
5
PAG
Private Advisor Group
New Jersey
+$1.62M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$6.14M
2
Jane Street
Jane Street
New York
-$4.58M
3
Wells Fargo
Wells Fargo
California
-$3.09M
4
SB
Suntrust Banks
Georgia
-$2.14M
5
Morgan Stanley
Morgan Stanley
New York
-$621K
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
76
Whittier Trust
California
$24K – – –
SIM
77
Sonora Investment Management
Arizona
$21.6K – – –
PCG
78
Private Capital Group
Connecticut
$21K +$178 +4 +0.9%
BWA
79
BDO Wealth Advisors
Florida
$19K – – –
VFA
80
Valeo Financial Advisors
Indiana
$18K +$18K +400 New
ADL
81
Asset Dedication LLC
California
$15K – – –
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$14K – – –
GI
83
Gradient Investments
Minnesota
$13K +$13K +292 New
GEA
84
Glen Eagle Advisors
New Jersey
$8.34K – – –
AIM
85
Advantage Investment Management
Iowa
$5K – – –
CCM
86
Covington Capital Management
California
$4K -$1K -20 -20%
CTC
87
Central Trust Company
Missouri
$3K -$3K -60 -50%
WTC
88
WhitTier Trust Company
Nevada
$3K – – –
PA
89
Parallel Advisors
California
$3K – – –
IFAM
90
Institutional & Family Asset Management
Colorado
$3K +$3K +56 New
BlackRock
91
BlackRock
New York
$2K – – –
SPIA
92
Steward Partners Investment Advisory
New York
$1K – – –
Goldman Sachs
93
Goldman Sachs
New York
– -$6.14M -132,208 Closed
TH
94
Timber Hill
Connecticut
– -$394K -8,500 Closed
ZIC
95
ZWJ Investment Counsel
Georgia
– -$371K -8,000 Closed
CAN
96
Cetera Advisor Networks
California
– -$332K -7,140 Closed
MIM
97
Marco Investment Management
Georgia
– -$320K -6,888 Closed
KeyBank National Association
98
KeyBank National Association
Ohio
– -$301K -6,496 Closed
FTS
99
Fifth Third Securities
Ohio
– -$254K -5,492 Closed
KJWM
100
Kiley Juergens Wealth Management
Washington
– -$4K -100 Closed
1 2 3
4
5