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iShares Morningstar Mid-Cap ETF
IMCB

29 hedge funds and large institutions have $49.4M invested in iShares Morningstar Mid-Cap ETF in 2013 Q2 according to their latest regulatory filings, with 29 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

98.69% more ownership

Funds ownership: 0% → 98.69% (+99%)

Holders
29
Holders Change
+29
Holders Change %
–
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$11.3M +$11.5M +407,316 New
U
2
UBS
Switzerland
$7.22M +$7.31M +259,748 New
LPL Financial
3
LPL Financial
California
$7.04M +$7.16M +254,484 New
Morgan Stanley
4
Morgan Stanley
New York
$6.52M +$6.6M +234,668 New
Bank of America
5
Bank of America
North Carolina
$2.93M +$2.97M +105,484 New
PCM
6
Parsons Capital Management
Rhode Island
$2.6M +$2.63M +93,596 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.15M +$2.18M +77,504 New
Ameriprise
8
Ameriprise
Minnesota
$1.84M +$1.87M +66,324 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.33M +$1.34M +47,772 New
NPC
10
National Planning Corporation
California
$1.13M +$1.15M +40,796 New
MFS
11
MSI Financial Services
Massachusetts
$836K +$846K +30,068 New
Axa
12
Axa
France
$719K +$728K +25,864 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$672K +$680K +24,168 New
SAM
14
Summit Asset Management
Tennessee
$561K +$567K +20,172 New
PI
15
Placemark Investments
Illinois
$425K +$429K +15,260 New
Invesco
16
Invesco
Georgia
$345K +$349K +12,400 New
CA
17
Cetera Advisors
Colorado
$313K +$317K +11,268 New
CS
18
Credit Suisse
Switzerland
$311K +$315K +11,200 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$252K +$255K +9,076 New
TH
20
Timber Hill
Connecticut
$248K +$251K +8,920 New
Citigroup
21
Citigroup
New York
$164K +$166K +5,900 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$124K +$125K +4,460 New
BCI
23
Brinker Capital Investments
Pennsylvania
$123K +$124K +4,424 New
WA
24
WFG Advisors
Texas
$107K +$108K +3,848 New
AIG
25
American International Group
New York
$20.8K +$21K +748 New
1
2

IMCB Hedge Fund Activity: Q2 2013 in Review

29 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q2 2013, worth a combined $49.4M.

Buyers outnumbered sellers: 29 funds opened new IMCB positions and 0 closed out — a net gain of 29 holders — while 0 added to existing stakes and 0 trimmed.

  • 29 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $49.4M of iShares Morningstar Mid-Cap ETF stock for Q2 2013.
  • 29 funds opened new iShares Morningstar Mid-Cap ETF positions in Q2 2013 and 0 closed out, a net change of +29 holders.

Based on aggregated 13F filings for Q2 2013.