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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

96 hedge funds and large institutions have $322M invested in iShares Morningstar Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+4
Holders Change %
+4.35%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
26
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
+$2.94M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$666K
3
CA
Cetera Advisors
Colorado
+$615K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$452K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$429K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$15M
2
Morgan Stanley
Morgan Stanley
New York
-$1.26M
3
Bank of America
Bank of America
North Carolina
-$572K
4
Mariner
Mariner
Kansas
-$543K
5
Citadel Advisors
Citadel Advisors
Florida
-$441K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$31K – – –
WT
77
Whittier Trust
California
$26K – – –
SIM
78
Sonora Investment Management
Arizona
$23K – – –
PCG
79
Private Capital Group
Connecticut
$22K +$186 +4 +0.9%
BWA
80
BDO Wealth Advisors
Florida
$20K – – –
Fidelity Investments
81
Fidelity Investments
Massachusetts
$18K +$18K +380 New
VFA
82
Valeo Financial Advisors
Indiana
$17K – – –
ADL
83
Asset Dedication LLC
California
$15K – – –
NFG
84
Next Financial Group
Texas
$15K +$15K +308 New
KF
85
Krilogy Financial
Missouri
$14K +$14K +288 New
RFC
86
Regions Financial Corp
Alabama
$12K – – –
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$12K +$12K +248 New
GEA
88
Glen Eagle Advisors
New Jersey
$8.72K – – –
AIM
89
Advantage Investment Management
Iowa
$5K – – –
GWA
90
Guidant Wealth Advisors
Illinois
$5K +$5K +120 New
PA
91
Parallel Advisors
California
$3K – – –
WTC
92
WhitTier Trust Company
Nevada
$3K – – –
CTC
93
Central Trust Company
Missouri
$3K – – –
IFAM
94
Institutional & Family Asset Management
Colorado
$3K – – –
SPIA
95
Steward Partners Investment Advisory
New York
$1K – – –
Mariner
96
Mariner
Kansas
– -$543K -11,820 Closed
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$271K -5,908 Closed
B
98
Bridgeworth
Alabama
– -$171K -3,732 Closed
ML
99
McAdam LLC
Pennsylvania
– -$35K -752 Closed
CF
100
Centaurus Financial
California
– -$21K -460 Closed
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