IMCB icon

iShares Morningstar Mid-Cap ETF

116 hedge funds and large institutions have $299M invested in iShares Morningstar Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.55%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
26
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$208K -$62.1K -1,260 -23%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$207K -$86.9K -1,756 -30%
CFGS
78
Concourse Financial Group Securities
Alabama
$191K -$657K -13,268 -77%
NFG
79
Next Financial Group
Texas
$190K -$29K -588 -13%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$181K +$395 +8 +0.2%
CTB
81
Country Trust Bank
Illinois
$156K
FMII
82
Farmers & Merchants Investments Inc
Nebraska
$149K
SB
83
Strategic Blueprint
Georgia
$138K +$138K +2,800 New
Fidelity Investments
84
Fidelity Investments
Massachusetts
$136K -$5.16K -104 -4%
SSB
85
Sandy Spring Bank
Maryland
$132K
FHA
86
Flagship Harbor Advisors
Massachusetts
$127K
CFA
87
Carroll Financial Associates
North Carolina
$119K
TRCT
88
Tower Research Capital (TRC)
New York
$100K -$187K -3,784 -65%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$89K
LFG
90
LifePlan Financial Group
Ohio
$89K
WEC
91
Winslow Evans & Crocker
Massachusetts
$74K
PO
92
Private Ocean
California
$70K
CAC
93
Certified Advisory Corp
Florida
$60K +$199 +4 +0.3%
HS
94
Horan Securities
United States
$36K
SIAS
95
Shine Investment Advisory Services
Colorado
$34K
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$33K
LWA
97
Lowe Wealth Advisors
Maryland
$31K
PCG
98
Private Capital Group
Connecticut
$24K +$400 +8 +2%
SIM
99
Sonora Investment Management
Arizona
$22K -$1.8K -36 -8%
TFGT
100
TS Financial Group (TSFG)
Illinois
$21K