IMCB icon

iShares Morningstar Mid-Cap ETF

74 hedge funds and large institutions have $254M invested in iShares Morningstar Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
28
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$34M +$2.48M +59,632 +8%
Wells Fargo
2
Wells Fargo
California
$25.9M -$4.23M -101,576 -14%
Morgan Stanley
3
Morgan Stanley
New York
$24.5M +$958K +22,996 +4%
RJA
4
Raymond James & Associates
Florida
$22.9M -$14.7K -352 -0.1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$19.6M +$2.01M +48,260 +11%
Ameriprise
6
Ameriprise
Minnesota
$19.2M +$3.56M +85,524 +23%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$16.2M +$1.26M +30,312 +8%
Bank of America
8
Bank of America
North Carolina
$15.8M +$955K +22,916 +6%
LPL Financial
9
LPL Financial
California
$12.5M +$517K +12,452 +4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$8.85M +$708K +17,004 +9%
GLA
11
Good Life Advisors
Pennsylvania
$5.29M -$1.45M -35,028 -21%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.15M +$705K +16,920 +16%
Bessemer Group
13
Bessemer Group
New Jersey
$3.51M +$3.51M +84,220 New
GWM
14
Geneos Wealth Management
Colorado
$3.23M +$136K +3,276 +4%
NPC
15
National Planning Corporation
California
$2.92M -$69.3K -1,668 -2%
CA
16
Cetera Advisors
Colorado
$2.89M +$471K +11,396 +19%
SG Americas Securities
17
SG Americas Securities
New York
$2.76M -$26.3K -632 -0.9%
VFA
18
Voya Financial Advisors
Connecticut
$2.48M +$215K +5,184 +10%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.26M -$335K -8,068 -13%
AIP
20
Ameritas Investment Partners
Nebraska
$2.15M +$153K +3,668 +8%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.95M -$803K -19,280 -29%
Citigroup
22
Citigroup
New York
$1.32M +$105K +2,520 +9%
AG
23
Advisor Group
Arizona
$1.18M -$283K -6,792 -19%
Axa
24
Axa
France
$1.08M
GRP
25
Global Retirement Partners
California
$1.02M +$108K +2,584 +12%