iShares Morningstar Mid-Cap ETF
IMCB
IMCB
116 hedge funds and large institutions have $358M invested in iShares Morningstar Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+6
Holders Change %
+5.45%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
35
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
+$7.08M |
| 2 |
Morgan Stanley
New York
|
+$2.7M |
| 3 |
Goldman Sachs
New York
|
+$2.54M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.81M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.49M |
Top Sellers
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$8.61M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.44M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
-$2.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.66M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.42M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
PFS
126
Prospera Financial Services
Dallas,
Texas
| – | -$17K | -344 | Closed |
|
|
PWM
127
Provident Wealth Management
Brentwood,
Tennessee
| – | -$9K | -176 | Closed |
|
128
AssetMark Inc
Concord,
California
| – | -$1K | -12 | Closed |
|