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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

29 hedge funds and large institutions have $57M invested in iShares Morningstar Mid-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
29
Holders Change
–
Holders Change %
0%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
11
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
1
UBS
Switzerland
$11M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.27M
3
TH
3
Timber Hill
Connecticut
$1.98M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.23M
5
Wells Fargo
5
Wells Fargo
California
$13.2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$558K
2
Bank of America
2
Bank of America
North Carolina
$1.61M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
LPL Financial
4
LPL Financial
California
$7.34M
5
CS
5
Credit Suisse
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$13.2M 111,523 +9,694 +10%
U
2
UBS
Switzerland
$11M 93,017 +28,080 +43%
Morgan Stanley
3
Morgan Stanley
New York
$8.23M 69,338 +10,671 +18%
LPL Financial
4
LPL Financial
California
$7.34M 60,623 -2,998 -5%
PCM
5
Parsons Capital Management
Rhode Island
$2.8M 23,609 +210 +0.9%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.27M 19,105 +16,836 +742%
Ameriprise
7
Ameriprise
Minnesota
$2.07M 17,391 +810 +5%
TH
8
Timber Hill
Connecticut
$1.98M 16,637 +14,407 +646%
Bank of America
9
Bank of America
North Carolina
$1.61M 13,591 -12,780 -48%
NPC
10
National Planning Corporation
California
$1.28M 10,729 +530 +5%
MFS
11
MSI Financial Services
Massachusetts
$816K 6,872 -645 -9%
Axa
12
Axa
France
$768K 6,466 – –
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$616K 5,190 -852 -14%
SAM
14
Summit Asset Management
Tennessee
$599K 5,043 – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$558K 4,705 -14,671 -76%
PI
16
Placemark Investments
Illinois
$447K 3,763 -52 -1%
Invesco
17
Invesco
Georgia
$368K 3,100 – –
CA
18
Cetera Advisors
Colorado
$326K 2,745 -72 -3%
MIM
19
Marco Investment Management
Georgia
$204K 1,722 +1,722 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$133K 1,116 +1 +0.1%
BCI
21
Brinker Capital Investments
Pennsylvania
$124K 1,045 -61 -6%
WA
22
WFG Advisors
Texas
$115K 965 +3 +0.3%
Citigroup
23
Citigroup
New York
$39K 332 -1,143 -77%
AIG
24
American International Group
New York
$26K 219 +32 +17%
Brown Advisory
25
Brown Advisory
Maryland
$12K 100 – –
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