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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

127 hedge funds and large institutions have $367M invested in iShares Morningstar Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+11
Holders Change %
+9.48%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
26
Increased
32
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$18.2M
2
Bank of America
Bank of America
North Carolina
+$9.07M
3
AAS
Avantax Advisory Services
Texas
+$8.6M
4
Morgan Stanley
Morgan Stanley
New York
+$5.72M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.24M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.53M
2
PAG
Private Advisor Group
New Jersey
-$2.41M
3
PFG
Pacific Financial Group
Washington
-$2.06M
4
SS
Simplicity Solutions
Minnesota
-$1.14M
5
AWM
AE Wealth Management
Kansas
-$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$232K +$12.8K +244 +6%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$226K -$7.84K -148 -3%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$221K -$201K -3,840 -48%
US Bancorp
79
US Bancorp
Minnesota
$221K – – –
BSW
80
Buckingham Strategic Wealth
Missouri
$220K -$60.9K -1,164 -22%
MCM
81
MAI Capital Management
Ohio
$210K +$210K +4,000 New
RSWM
82
Robertson Stephens Wealth Management
California
$204K -$297K -5,700 -59%
MPCG
83
Matrix Private Capital Group
New York
$182K +$182K +3,468 New
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$181K -$11.3K -216 -6%
CTB
85
Country Trust Bank
Illinois
$165K – – –
FMII
86
Farmers & Merchants Investments Inc
Nebraska
$158K – – –
SSB
87
Sandy Spring Bank
Maryland
$139K – – –
Fidelity Investments
88
Fidelity Investments
Massachusetts
$135K -$8.36K -160 -6%
FHA
89
Flagship Harbor Advisors
Massachusetts
$130K -$5.26K -100 -4%
CFA
90
Carroll Financial Associates
North Carolina
$126K – – –
HWM
91
HighMark Wealth Management
Minnesota
$116K +$116K +2,228 New
SFPG
92
Stonebridge Financial Planning Group
Florida
$112K +$112K +2,144 New
LFG
93
LifePlan Financial Group
Ohio
$94K – – –
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$89K – – –
S
95
SignatureFD
Georgia
$85K +$85K +1,628 New
WEC
96
Winslow Evans & Crocker
Massachusetts
$78K – – –
PO
97
Private Ocean
California
$74K – – –
LFA
98
Lighthouse Financial Advisors
Maryland
$74K +$74K +1,420 New
PWP
99
Personal Wealth Partners
Minnesota
$68K +$68K +1,300 New
ACM
100
Anfield Capital Management
California
$66K +$66K +1,264 New
2 3
4
5 6