iShares Morningstar Mid-Cap ETF
IMCB
IMCB
151 hedge funds and large institutions have $376M invested in iShares Morningstar Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
40
Reduced
48
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$5.3M |
| 2 |
Morgan Stanley
New York
|
+$3.19M |
| 3 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$2.54M |
| 4 |
MIC
Means Investment Company
Bangor,
Maine
|
+$1.43M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$682K |
Top Sellers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.15M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.94M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.37M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.31M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.29M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
ADL
151
Asset Dedication LLC
San Francisco,
California
| $2K | – | – | – |
|
|
MFC
152
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $997 | – | – | – |
|
|
LOIP
153
Live Oak Investment Partners
Austin,
Texas
| $586 | – | – | – |
|
|
KCM
154
Karp Capital Management
Sausalito,
California
| – | -$2.33M | -43,246 | Closed |
|
|
155
Citadel Advisors
Miami,
Florida
| – | -$1.37M | -25,326 | Closed |
|
|
FTUS
156
Flow Traders U.S.
New York
| – | -$1.31M | -24,249 | Closed |
|
|
PFA
157
Professional Financial Advisors
North Platte,
Nebraska
| – | -$101K | -1,878 | Closed |
|
|
PTC
158
Private Trust Company
Cleveland,
Ohio
| – | -$43K | -800 | Closed |
|
|
MPWT
159
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$11K | -212 | Closed |
|
|
SL
160
Savior LLC
Wellesley Hills,
Massachusetts
| – | -$3K | -59 | Closed |
|
|
OPW
161
Oxler Private Wealth
Rye Brook,
New York
| – | -$21.2K | – | – |
|