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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

93 hedge funds and large institutions have $291M invested in iShares Morningstar Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+6
Holders Change %
+6.9%
% of All Funds
2.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
31
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$4.39M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.01M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2M
4
UBS Group
UBS Group
Switzerland
+$1.82M
5
PAG
Private Advisor Group
New Jersey
+$1.62M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$6.14M
2
Jane Street
Jane Street
New York
-$4.58M
3
Wells Fargo
Wells Fargo
California
-$3.09M
4
SB
Suntrust Banks
Georgia
-$2.14M
5
Morgan Stanley
Morgan Stanley
New York
-$621K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$42.6M +$1.82M +40,152 +4%
Ameriprise
2
Ameriprise
Minnesota
$29.8M +$4.39M +100,200 +17%
Morgan Stanley
3
Morgan Stanley
New York
$29.7M -$621K -13,696 -2%
Wells Fargo
4
Wells Fargo
California
$25.1M -$3.09M -68,176 -11%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$24.2M +$149K +3,284 +0.6%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$19M -$29.2K -644 -0.2%
Bank of America
7
Bank of America
North Carolina
$17.9M -$23.6K -520 -0.1%
RJA
8
Raymond James & Associates
Florida
$14.9M +$424K +9,352 +3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$13M +$1.56M +34,364 +14%
LPL Financial
10
LPL Financial
California
$12.2M +$618K +13,640 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.62M -$11.6K -256 -0.2%
GLA
12
Good Life Advisors
Pennsylvania
$5.37M +$97.2K +2,196 +2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.97M +$2M +44,076 +102%
AIP
14
Ameritas Investment Partners
Nebraska
$3.88M +$281K +6,208 +8%
CA
15
Cetera Advisors
Colorado
$3.67M +$23.8K +524 +0.7%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$3.51M +$3.01M +66,432 +602%
VFA
17
Voya Financial Advisors
Connecticut
$3.18M -$94.4K -2,104 -3%
GWM
18
Geneos Wealth Management
Colorado
$3.18M -$39.5K -872 -1%
AG
19
Advisor Group
Arizona
$2.17M +$190K +4,180 +10%
PAG
20
Private Advisor Group
New Jersey
$1.85M +$1.62M +35,672 +704%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.71M +$349K +7,692 +26%
Citigroup
22
Citigroup
New York
$1.54M -$54.9K -1,212 -3%
LNC
23
Lincoln National Corp
Pennsylvania
$1.36M +$861K +18,988 +174%
NL
24
NWAM LLC
Washington
$1.29M +$67.8K +1,496 +6%
GRP
25
Global Retirement Partners
California
$1.1M -$10.2K -224 -0.9%
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