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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

119 hedge funds and large institutions have $414M invested in iShares Morningstar Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 106 increasing their positions, 4 reducing their positions, and 6 closing their positions.

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
106
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$6.18M
2
UBS Group
2
UBS Group
Switzerland
$65.6M
3
TCWA
3
Ten Capital Wealth Advisors
Washington
$2.17M
4
CAN
4
Cetera Advisor Networks
California
$4.88M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.19M
2
FP
2
Financial Perspectives
Minnesota
$48.5K
3
GWM
3
Geneos Wealth Management
Colorado
$181K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$30.2M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
76
Harbour Investments
Wisconsin
$257K 3,834 +3,017 +369%
MA
77
Mutual Advisors
Nebraska
$249K 3,716 +2,910 +361%
WWM
78
Windsor Wealth Management
Indiana
$244K 3,632 +2,724 +300%
EI
79
Ellevest Inc
New York
$241K 3,596 +2,997 +500%
RSWM
80
Robertson Stephens Wealth Management
California
$238K 3,560 +2,670 +300%
IA
81
IFG Advisory
Georgia
$226K 3,380 +2,537 +301%
OIA
82
OneDigital Investment Advisors
Kansas
$218K 3,250 +1,131 +53%
IF
83
Ironwood Financial
Arizona
$213K 3,172 +2,319 +272%
CTB
84
Country Trust Bank
Illinois
$212K 3,156 +2,367 +300%
FCA
85
FinTrust Capital Advisors
South Carolina
$208K 3,104 +2,328 +300%
Bank of New York Mellon
86
Bank of New York Mellon
New York
$205K 3,060 +3,060 New
US Bancorp
87
US Bancorp
Minnesota
$202K 3,009 +2,166 +257%
FMII
88
Farmers & Merchants Investments Inc
Nebraska
$202K 3,012 +2,259 +300%
Franklin Resources
89
Franklin Resources
California
$201K 3,000 +2,250 +300%
NFG
90
Next Financial Group
Texas
$191K 2,851 +2,054 +258%
GWM
91
Geneos Wealth Management
Colorado
$181K 2,692 -17,589 -87%
SWM
92
Spire Wealth Management
Virginia
$173K 2,583 +1,939 +301%
SB
93
Strategic Blueprint
Georgia
$161K 2,400 +2,400 New
MPCG
94
Matrix Private Capital Group
New York
$155K 2,311 +1,730 +298%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$150K 2,235 +1,564 +233%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$128K 1,905 +1,406 +282%
CFA
97
Carroll Financial Associates
North Carolina
$124K 1,860 +1,395 +300%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$89K 1,332 – –
HWM
99
HighMark Wealth Management
Minnesota
$87K 1,297 +973 +300%
SFPG
100
Stonebridge Financial Planning Group
Florida
$81K 1,200 +900 +300%
2 3
4
5 6