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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

92 hedge funds and large institutions have $289M invested in iShares Morningstar Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
19
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$2.71M
2
Morgan Stanley
Morgan Stanley
New York
+$1.69M
3
Wells Fargo
Wells Fargo
California
+$1.12M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$754K
5
RJA
Raymond James & Associates
Florida
+$270K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.79M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.7M
3
LPL Financial
LPL Financial
California
-$2.18M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.78M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
76
Centaurus Financial
California
$21K +$21K +460 New
VFA
77
Valeo Financial Advisors
Indiana
$19K – – –
BWA
78
BDO Wealth Advisors
Florida
$19K – – –
ADL
79
Asset Dedication LLC
California
$15K – – –
GI
80
Gradient Investments
Minnesota
$13K – – –
RFC
81
Regions Financial Corp
Alabama
$11K +$11K +244 New
GEA
82
Glen Eagle Advisors
New Jersey
$8.45K – – –
FIA
83
FNY Investment Advisers
New York
$8K +$8K +180 New
AIM
84
Advantage Investment Management
Iowa
$5K – – –
KJWM
85
Kiley Juergens Wealth Management
Washington
$4K +$4K +100 New
WTC
86
WhitTier Trust Company
Nevada
$3K – – –
CTC
87
Central Trust Company
Missouri
$3K – – –
IFAM
88
Institutional & Family Asset Management
Colorado
$3K – – –
PA
89
Parallel Advisors
California
$3K – – –
BlackRock
90
BlackRock
New York
$2K – – –
SPIA
91
Steward Partners Investment Advisory
New York
$1K – – –
SG Americas Securities
92
SG Americas Securities
New York
– -$778K -17,168 Closed
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
– -$730K -16,092 Closed
CA
94
Calton & Associates
Florida
– -$250K -5,516 Closed
VHAM
95
Van Hulzen Asset Management
California
– -$234K -5,164 Closed
IWM
96
IHT Wealth Management
Illinois
– -$175K -3,948 Closed
SWP
97
Stratos Wealth Partners
Ohio
– -$167K -3,676 Closed
SEI Investments
98
SEI Investments
Pennsylvania
– -$55K -1,208 Closed
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
– -$14K -300 Closed
CCM
100
Covington Capital Management
California
– -$4K -80 Closed
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