IMCB icon

iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

87 hedge funds and large institutions have $280M invested in iShares Morningstar Mid-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+7
Holders Change %
+8.75%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
30
Reduced
24
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TRCT
Tower Research Capital (TRC)
New York
+$8.59M
2
HighTower Advisors
HighTower Advisors
Illinois
+$1.75M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.07M
4
Goldman Sachs
Goldman Sachs
New York
+$987K
5
Bank of America
Bank of America
North Carolina
+$739K

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$4.3M
2
Jane Street
Jane Street
New York
-$1.65M
3
Wells Fargo
Wells Fargo
California
-$838K
4
NPC
National Planning Corporation
California
-$619K
5
FA
FDx Advisors
Illinois
-$573K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$39.4M +$656K +15,004 +2%
Morgan Stanley
2
Morgan Stanley
New York
$29M +$557K +12,736 +2%
Wells Fargo
3
Wells Fargo
California
$26.7M -$838K -19,172 -3%
Ameriprise
4
Ameriprise
Minnesota
$22.4M -$12.6K -288 -0.1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$22.4M +$474K +10,848 +2%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$18.2M +$357K +8,176 +2%
Bank of America
7
Bank of America
North Carolina
$17.1M +$739K +16,912 +5%
RJA
8
Raymond James & Associates
Florida
$13.4M -$4.3M -98,496 -24%
LPL Financial
9
LPL Financial
California
$12.1M +$12.6K +288 +0.1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$10.6M +$1.07M +24,372 +11%
TRCT
11
Tower Research Capital (TRC)
New York
$8.59M +$8.59M +196,556 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.59M +$65.2K +1,492 +1%
GLA
13
Good Life Advisors
Pennsylvania
$5.2M +$272K +6,172 +6%
HighTower Advisors
14
HighTower Advisors
Illinois
$4.27M +$1.75M +39,968 +69%
CA
15
Cetera Advisors
Colorado
$3.27M +$61.8K +1,412 +2%
GWM
16
Geneos Wealth Management
Colorado
$3.19M -$151K -3,456 -5%
VFA
17
Voya Financial Advisors
Connecticut
$3.03M +$459K +10,552 +18%
AIP
18
Ameritas Investment Partners
Nebraska
$3M +$329K +7,536 +12%
Jane Street
19
Jane Street
New York
$2.56M -$1.65M -37,792 -39%
SG Americas Securities
20
SG Americas Securities
New York
$2.44M -$243K -5,552 -9%
NPC
21
National Planning Corporation
California
$1.53M -$619K -14,168 -29%
Citigroup
22
Citigroup
New York
$1.47M +$28.1K +644 +2%
AG
23
Advisor Group
Arizona
$1.46M +$150K +3,424 +11%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.38M -$9.44K -216 -0.7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.34M +$86.3K +1,976 +7%
1
2 3 4