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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 %
PA
101
Parallel Advisors
California
$2K – – –
CTC
102
Central Trust Company
Missouri
$2K – – –
CWM
103
Cornerstone Wealth Management
Missouri
– -$180K -126,784 Closed
F
104
F3Logic
Minnesota
– -$335K -7,032 Closed
SG Americas Securities
105
SG Americas Securities
New York
– -$322K -6,800 Closed
FTS
106
Fifth Third Securities
Ohio
– -$252K -5,332 Closed
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
– -$224K -4,768 Closed
SWP
108
Stratos Wealth Partners
Ohio
– -$94K -1,992 Closed
RCAG
109
Rehmann Capital Advisory Group
Michigan
– -$86.4K -1,824 Closed
GP
110
Girard Partners
Pennsylvania
– -$39K -824 Closed
BWA
111
BDO Wealth Advisors
Florida
– -$20K -412 Closed
KF
112
Krilogy Financial
Missouri
– -$14K -288 Closed
GWA
113
Guidant Wealth Advisors
Illinois
– -$5K -120 Closed
SPIA
114
Steward Partners Investment Advisory
New York
– -$1K -28 Closed
1 2 3 4
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