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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

103 hedge funds and large institutions have $253M invested in iShares Morningstar Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 45 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
-24
Holders Change %
-18.9%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
10
Increased
23
Reduced
45
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$15M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.87M
3
TRCT
Tower Research Capital (TRC)
New York
+$6.02M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.55M
5
CAN
Cetera Advisor Networks
California
+$900K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$10.3M
2
Wells Fargo
Wells Fargo
California
-$7.25M
3
Bank of America
Bank of America
North Carolina
-$6.32M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.58M
5
AIP
Ameritas Investment Partners
Nebraska
-$4.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
101
Synovus Financial
Georgia
$2K +$2K +40 New
SPIA
102
Steward Partners Investment Advisory
New York
$1K – – –
NL
103
NWAM LLC
Washington
$623 -$4 -112 -0.7%
JWCA
104
J.W. Cole Advisors
Florida
– -$863K -16,476 Closed
AWM
105
AE Wealth Management
Kansas
– -$747K -14,256 Closed
SS
106
Simplicity Solutions
Minnesota
– -$671K -12,800 Closed
AA
107
Alesco Advisors
New York
– -$397K -7,580 Closed
BJL
108
Brighton Jones LLC
Washington
– -$331K -6,316 Closed
IAA
109
Independent Advisor Alliance
North Carolina
– -$313K -5,976 Closed
AI
110
Atria Investments
North Carolina
– -$294K -5,608 Closed
CCA
111
Clearwater Capital Advisors
Illinois
– -$284K -5,420 Closed
PA
112
PFG Advisors
Arizona
– -$275K -5,256 Closed
Northern Trust
113
Northern Trust
Illinois
– -$275K -5,256 Closed
JPMPWA
114
J.P. Morgan Private Wealth Advisors
California
– -$265K -5,056 Closed
AW
115
ACG Wealth
Georgia
– -$262K -5,000 Closed
PAG
116
Private Advisor Group
New Jersey
– -$258K -4,928 Closed
IWM
117
IHT Wealth Management
Illinois
– -$246K -4,688 Closed
Comerica Bank
118
Comerica Bank
Texas
– -$247K -4,668 Closed
PA
119
PSI Advisors
Florida
– -$237K -4,524 Closed
Cetera Investment Advisers
120
Cetera Investment Advisers
Illinois
– -$226K -4,264 Closed
Bank of New York Mellon
121
Bank of New York Mellon
New York
– -$221K -4,212 Closed
BSW
122
Buckingham Strategic Wealth
Missouri
– -$220K -4,204 Closed
MCM
123
MAI Capital Management
Ohio
– -$210K -4,000 Closed
RSWM
124
Robertson Stephens Wealth Management
California
– -$204K -3,912 Closed
LFA
125
Lighthouse Financial Advisors
Maryland
– -$74K -1,420 Closed
2 3 4
5
6