IMCB icon

iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

112 hedge funds and large institutions have $293M invested in iShares Morningstar Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+1
Holders Change %
+0.9%
% of All Funds
2.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
30
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIC
Ameritas Investment Company
Nebraska
+$4.09M
2
Morgan Stanley
Morgan Stanley
New York
+$2.47M
3
Jane Street
Jane Street
New York
+$1.66M
4
UBS Group
UBS Group
Switzerland
+$555K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$532K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.77M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.87M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.94M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.22M
5
CS
Comerica Securities
Michigan
-$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTB
76
Country Trust Bank
Illinois
$153K – – –
FMII
77
Farmers & Merchants Investments Inc
Nebraska
$146K +$146K +3,012 New
Fidelity Investments
78
Fidelity Investments
Massachusetts
$138K +$73.7K +1,520 +114%
SSB
79
Sandy Spring Bank
Maryland
$129K – – –
FHA
80
Flagship Harbor Advisors
Massachusetts
$124K -$55.3K -1,148 -31%
CFA
81
Carroll Financial Associates
North Carolina
$117K – – –
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$89K – – –
RCAG
83
Rehmann Capital Advisory Group
Michigan
$88.5K – – –
LFG
84
LifePlan Financial Group
Ohio
$87K – – –
OIA
85
OneDigital Investment Advisors
Kansas
$86K – – –
WEC
86
Winslow Evans & Crocker
Massachusetts
$72K -$387 -8 -0.5%
PO
87
Private Ocean
California
$67K – – –
CAC
88
Certified Advisory Corp
Florida
$58K +$193 +4 +0.3%
HS
89
Horan Securities
United States
$35K +$193 +4 +0.6%
SIAS
90
Shine Investment Advisory Services
Colorado
$33K – – –
MPWT
91
MassMutual Private Wealth & Trust
Connecticut
$33K +$33K +684 New
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$32K – – –
LWA
93
Lowe Wealth Advisors
Maryland
$30K +$30K +620 New
JCM
94
Jacobi Capital Management
Pennsylvania
$29K – – –
WT
95
Whittier Trust
California
$26K – – –
SIM
96
Sonora Investment Management
Arizona
$23K – – –
PCG
97
Private Capital Group
Connecticut
$22K -$373 -8 -2%
TFGT
98
TS Financial Group (TSFG)
Illinois
$20K – – –
VFA
99
Valeo Financial Advisors
Indiana
$19K – – –
MF
100
Manchester Financial
California
$18K +$18K +376 New
1 2 3
4
5