IMCB icon

iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

74 hedge funds and large institutions have $251M invested in iShares Morningstar Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
26
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.36M
2
Jane Street
Jane Street
New York
+$3.83M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.29M
5
Ameriprise
Ameriprise
Minnesota
+$1.26M

Top Sellers

1
SI
SII Investments
Wisconsin
-$1.78M
2
UBS Group
UBS Group
Switzerland
-$1.48M
3
RJA
Raymond James & Associates
Florida
-$471K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$445K
5
VFA
Voya Financial Advisors
Connecticut
-$403K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
1
Bank of New York Mellon
New York
$32.1M +$652K +16,880 +2%
UBS Group
2
UBS Group
Switzerland
$27.7M -$1.48M -38,416 -5%
Wells Fargo
3
Wells Fargo
California
$23.6M +$244K +6,328 +1%
Morgan Stanley
4
Morgan Stanley
New York
$21.9M +$7.36M +190,764 +51%
RJA
5
Raymond James & Associates
Florida
$21.6M -$471K -12,204 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$13.8M +$2.29M +59,316 +20%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$13.1M +$519K +13,440 +4%
Ameriprise
8
Ameriprise
Minnesota
$13M +$1.26M +32,660 +11%
Bank of America
9
Bank of America
North Carolina
$11.9M +$1.11M +28,724 +10%
LPL Financial
10
LPL Financial
California
$10.5M +$466K +12,232 +5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.35M +$1.09M +28,296 +17%
GWM
12
Greenwich Wealth Management
Connecticut
$5.09M +$221K +5,716 +5%
Jane Street
13
Jane Street
New York
$4.6M +$3.83M +99,168 +493%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$3.88M +$3M +77,764 +341%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.57M +$96.1K +2,488 +3%
PCM
16
Parsons Capital Management
Rhode Island
$3.51M – – –
MFS
17
MSI Financial Services
Massachusetts
$3.04M -$170K -4,392 -5%
NPC
18
National Planning Corporation
California
$2.4M +$141K +3,780 +6%
GWM
19
Geneos Wealth Management
Colorado
$2.39M -$75.7K -1,960 -3%
HighTower Advisors
20
HighTower Advisors
Illinois
$2.38M +$884K +22,932 +59%
CA
21
Cetera Advisors
Colorado
$2.17M +$306K +7,972 +16%
WA
22
WESPAC Advisors
California
$2.05M -$393K -10,192 -16%
AG
23
Advisor Group
Arizona
$1.93M +$1.09M +28,248 +129%
VFA
24
Voya Financial Advisors
Connecticut
$1.61M -$403K -10,500 -20%
AIP
25
Ameritas Investment Partners
Nebraska
$1.39M +$264K +6,844 +24%
1
2 3 4