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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 %
CAC
101
Certified Advisory Corp
Florida
$65K +$1.47K +28 +2%
AIC
102
Archer Investment Corporation
Indiana
$44K +$44K +844 New
JPMorgan Chase & Co
103
JPMorgan Chase & Co
New York
$43K +$43K +812 New
SIAS
104
Shine Investment Advisory Services
Colorado
$36K +$211 +4 +0.6%
LWA
105
Lowe Wealth Advisors
Maryland
$32K – – –
PCG
106
Private Capital Group
Connecticut
$25K – – –
SIM
107
Sonora Investment Management
Arizona
$23K – – –
TFGT
108
TS Financial Group (TSFG)
Illinois
$22K – – –
SFS
109
Sowell Financial Services
Arkansas
$22K – – –
MF
110
Manchester Financial
California
$20K +$20K +376 New
PMFA
111
Plante Moran Financial Advisors
Michigan
$17K – – –
ADL
112
Asset Dedication LLC
California
$17K – – –
GI
113
Gradient Investments
Minnesota
$16K +$213 +4 +1%
JCM
114
Jacobi Capital Management
Pennsylvania
$15K +$211 +4 +1%
IFWM
115
Institute for Wealth Management
Colorado
$15K +$15K +284 New
EI
116
Ellevest Inc
New York
$11K -$262K -5,056 -96%
GEA
117
Glen Eagle Advisors
New Jersey
$9.64K – – –
AIC
118
Ameritas Investment Company
Nebraska
$9K – – –
SW
119
SVB Wealth
Massachusetts
$9K +$9K +180 New
MAM
120
Meeder Asset Management
Ohio
$5K – – –
WTC
121
WhitTier Trust Company
Nevada
$4K – – –
PA
122
Parallel Advisors
California
$4K – – –
CTC
123
Central Trust Company
Missouri
$3K – – –
IFAM
124
Institutional & Family Asset Management
Colorado
$3K – – –
LAS
125
Lloyd Advisory Services
Georgia
$3K +$3K +64 New
2 3 4
5
6