IMCB icon

iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

87 hedge funds and large institutions have $297M invested in iShares Morningstar Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
–
Holders Change %
0%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
26
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$5.09M
2
Ameriprise
Ameriprise
Minnesota
+$3.04M
3
SB
Suntrust Banks
Georgia
+$2.83M
4
Jane Street
Jane Street
New York
+$2.77M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$769K

Top Sellers

1
TRCT
Tower Research Capital (TRC)
New York
-$8.52M
2
HighTower Advisors
HighTower Advisors
Illinois
-$3.29M
3
NPC
National Planning Corporation
California
-$1.53M
4
SG Americas Securities
SG Americas Securities
New York
-$1.38M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$933K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$41.8M -$88.4K -1,904 -0.2%
Morgan Stanley
2
Morgan Stanley
New York
$31.1M +$307K +6,616 +1%
Wells Fargo
3
Wells Fargo
California
$28.9M +$490K +10,564 +2%
Ameriprise
4
Ameriprise
Minnesota
$26.9M +$3.04M +65,488 +13%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$24.6M +$769K +16,572 +3%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$19.5M +$131K +2,828 +0.7%
Bank of America
7
Bank of America
North Carolina
$18.4M +$228K +4,908 +1%
RJA
8
Raymond James & Associates
Florida
$14.8M +$574K +12,372 +4%
LPL Financial
9
LPL Financial
California
$11.9M -$907K -19,548 -7%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$11.7M +$535K +11,536 +5%
Goldman Sachs
11
Goldman Sachs
New York
$6.14M +$5.09M +109,636 +486%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.77M -$171K -3,684 -3%
GLA
13
Good Life Advisors
Pennsylvania
$5.65M +$53.3K +1,124 +1%
Jane Street
14
Jane Street
New York
$5.49M +$2.77M +59,772 +102%
AIP
15
Ameritas Investment Partners
Nebraska
$4.04M +$544K +10,712 +16%
CA
16
Cetera Advisors
Colorado
$3.73M +$261K +5,620 +8%
VFA
17
Voya Financial Advisors
Connecticut
$3.41M +$163K +3,504 +5%
GWM
18
Geneos Wealth Management
Colorado
$3.29M -$96.7K -2,084 -3%
SB
19
Suntrust Banks
Georgia
$2.83M +$2.83M +61,524 New
AG
20
Advisor Group
Arizona
$2.03M +$476K +10,248 +31%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.01M +$592K +12,752 +42%
Citigroup
22
Citigroup
New York
$1.63M +$75.2K +1,620 +5%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.39M +$19.1K +412 +1%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.26M -$3.29M -70,816 -72%
NL
25
NWAM LLC
Washington
$1.25M -$16.5K -356 -1%
1
2 3 4