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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

31 hedge funds and large institutions have $61.5M invested in iShares Morningstar Mid-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$15.7M
2
Morgan Stanley
Morgan Stanley
New York
$9.4M
3
LPL Financial
LPL Financial
California
$8.25M
4
NES
New England Securities
New York
$335K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$229K

Top Sellers

1
TH
Timber Hill
Connecticut
$0
2
U
UBS
Switzerland
$11.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$458K
4
MFS
MSI Financial Services
Massachusetts
$768K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$15.7M +$1.28M +39,620 +9%
U
2
UBS
Switzerland
$11.3M -$697K -21,552 -6%
Morgan Stanley
3
Morgan Stanley
New York
$9.4M +$435K +13,440 +5%
LPL Financial
4
LPL Financial
California
$8.25M +$406K +12,540 +5%
PCM
5
Parsons Capital Management
Rhode Island
$3.07M +$14.2K +440 +0.5%
Ameriprise
6
Ameriprise
Minnesota
$2.42M +$156K +4,788 +7%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.35M -$118K -3,664 -5%
Bank of America
8
Bank of America
North Carolina
$1.72M -$40.5K -1,252 -2%
NPC
9
National Planning Corporation
California
$1.42M +$32.6K +1,008 +2%
Axa
10
Axa
France
$836K – – –
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$785K +$113K +3,504 +17%
MFS
12
MSI Financial Services
Massachusetts
$768K -$121K -3,748 -14%
SAM
13
Summit Asset Management
Tennessee
$652K – – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$458K -$151K -4,668 -25%
PI
15
Placemark Investments
Illinois
$437K -$49.7K -1,536 -10%
Invesco
16
Invesco
Georgia
$401K – – –
CA
17
Cetera Advisors
Colorado
$348K -$7.38K -228 -2%
NES
18
New England Securities
New York
$335K +$335K +10,348 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$229K +$229K +7,084 New
BCI
20
Brinker Capital Investments
Pennsylvania
$135K – – –
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$127K -$16.9K -524 -12%
WA
22
WFG Advisors
Texas
$125K +$259 +8 +0.2%
WEC
23
Winslow Evans & Crocker
Massachusetts
$65K +$65K +2,000 New
Citigroup
24
Citigroup
New York
$43K – – –
AIG
25
American International Group
New York
$28.3K – – –
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