IMCB icon

iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

61 hedge funds and large institutions have $155M invested in iShares Morningstar Mid-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+11
Holders Change %
+22%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
23
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.8M
2
UBS Group
UBS Group
Switzerland
+$3.22M
3
BTS
BB&T Securities
Virginia
+$2.08M
4
Jane Street
Jane Street
New York
+$1.88M
5
OC
Oppenheimer & Co
New York
+$1.5M

Top Sellers

1
PHS
Pekin Hardy Strauss
Illinois
-$3.3M
2
Bank of America
Bank of America
North Carolina
-$2.21M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.62M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$271K
5
NFG
Next Financial Group
Texas
-$268K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$28M +$3.22M +83,716 +13%
Wells Fargo
2
Wells Fargo
California
$25M +$1.06M +27,584 +4%
RJA
3
Raymond James & Associates
Florida
$22M -$261K -6,800 -1%
Morgan Stanley
4
Morgan Stanley
New York
$21.6M +$6.8M +176,816 +46%
LPL Financial
5
LPL Financial
California
$7.29M +$234K +6,124 +3%
Ameriprise
6
Ameriprise
Minnesota
$5.41M +$1.43M +36,968 +36%
Citadel Advisors
7
Citadel Advisors
Florida
$4.45M +$1.25M +32,444 +39%
PCM
8
Parsons Capital Management
Rhode Island
$3.71M +$49.2K +1,280 +1%
WA
9
WESPAC Advisors
California
$3.42M -$16.1K -420 -0.5%
Bank of America
10
Bank of America
North Carolina
$3.42M -$2.21M -57,548 -39%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.93M +$1.36M +35,388 +87%
MFS
12
MSI Financial Services
Massachusetts
$2.25M +$1.16M +30,080 +106%
BTS
13
BB&T Securities
Virginia
$2.08M +$2.08M +5,400 New
NPC
14
National Planning Corporation
California
$2.03M -$14.7K -388 -0.7%
Jane Street
15
Jane Street
New York
$1.88M +$1.88M +48,964 New
VFA
16
Voya Financial Advisors
Connecticut
$1.87M +$1.87M +48,364 New
OC
17
Oppenheimer & Co
New York
$1.5M +$1.5M +38,932 New
NFG
18
Next Financial Group
Texas
$1.48M -$268K -6,968 -15%
ICOA
19
Investment Centers of America
North Dakota
$1.02M +$1.02M +26,600 New
Axa
20
Axa
France
$994K – – –
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$990K -$271K -7,052 -21%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$965K +$723K +18,812 +299%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$908K +$64.1K +1,668 +8%
SAM
24
Summit Asset Management
Tennessee
$786K -$5.38K -140 -0.7%
Citigroup
25
Citigroup
New York
$764K +$342K +8,916 +81%
1
2 3