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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

103 hedge funds and large institutions have $258M invested in iShares Morningstar Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
19
Increased
26
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.89M
2
KCM
Karp Capital Management
California
+$5.11M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.36M
4
UBS Group
UBS Group
Switzerland
+$1.25M
5
DWA
Divergent Wealth Advisors
Utah
+$1.09M

Top Sellers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$13.4M
2
Wells Fargo
Wells Fargo
California
-$2.4M
3
Jane Street
Jane Street
New York
-$538K
4
MML Investors Services
MML Investors Services
Massachusetts
-$499K
5
F
F3Logic
Minnesota
-$335K
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
76
Winslow Evans & Crocker
Massachusetts
$62K -$38.8K -936 -38%
PO
77
Private Ocean
California
$57K – – –
CAC
78
Certified Advisory Corp
Florida
$48K +$482 +12 +1%
WCM
79
WealthBridge Capital Management
Ohio
$43K +$43K +1,076 New
SWM
80
SeaCrest Wealth Management
New York
$36K – – –
HS
81
Horan Securities
United States
$30K – – –
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$27K – – –
SIAS
83
Shine Investment Advisory Services
Colorado
$27K +$27K +680 New
JCM
84
Jacobi Capital Management
Pennsylvania
$24K -$31.9K -776 -57%
WT
85
Whittier Trust
California
$22K – – –
SIM
86
Sonora Investment Management
Arizona
$19K – – –
PCG
87
Private Capital Group
Connecticut
$19K +$160 +4 +0.8%
VFA
88
Valeo Financial Advisors
Indiana
$16K – – –
AIA
89
Arcadia Investment Advisors
Idaho
$14.1K +$14.1K +348 New
ADL
90
Asset Dedication LLC
California
$13K – – –
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$13K +$2.93K +72 +29%
GI
92
Gradient Investments
Minnesota
$12K -$70.2K -1,732 -85%
RFC
93
Regions Financial Corp
Alabama
$10K – – –
GEA
94
Glen Eagle Advisors
New Jersey
$7.44K – – –
Fidelity Investments
95
Fidelity Investments
Massachusetts
$6K -$10.3K -240 -63%
RCG
96
Ruggie Capital Group
Florida
$5K +$5K +116 New
APA
97
American Portfolios Advisors
New York
$4.85K +$4.85K +120 New
AIM
98
Advantage Investment Management
Iowa
$4K – – –
WTC
99
WhitTier Trust Company
Nevada
$3K – – –
IFAM
100
Institutional & Family Asset Management
Colorado
$2K – – –
1 2 3
4
5