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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

92 hedge funds and large institutions have $289M invested in iShares Morningstar Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
19
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$2.71M
2
Morgan Stanley
Morgan Stanley
New York
+$1.69M
3
Wells Fargo
Wells Fargo
California
+$1.12M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$754K
5
RJA
Raymond James & Associates
Florida
+$270K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.79M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.7M
3
LPL Financial
LPL Financial
California
-$2.18M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.78M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$43M -$106K -2,320 -0.2%
Morgan Stanley
2
Morgan Stanley
New York
$31.8M +$1.69M +36,876 +6%
Ameriprise
3
Ameriprise
Minnesota
$28.3M -$2.79M -60,800 -9%
Wells Fargo
4
Wells Fargo
California
$26.5M +$1.12M +24,496 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$25.2M +$754K +16,428 +3%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$19M – – –
Bank of America
7
Bank of America
North Carolina
$16.8M -$1.37M -29,872 -8%
RJA
8
Raymond James & Associates
Florida
$15.3M +$270K +5,888 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$11.4M -$1.78M -38,684 -13%
LPL Financial
10
LPL Financial
California
$10.2M -$2.18M -47,460 -18%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.35M -$345K -7,508 -6%
GLA
12
Good Life Advisors
Pennsylvania
$5.15M -$418K -9,108 -8%
AIP
13
Ameritas Investment Partners
Nebraska
$4.18M +$251K +5,480 +6%
Citadel Advisors
14
Citadel Advisors
Florida
$3.77M +$2.71M +59,004 +256%
CA
15
Cetera Advisors
Colorado
$3.69M -$21.7K -472 -0.6%
VFA
16
Voya Financial Advisors
Connecticut
$3.15M -$94K -2,052 -3%
GWM
17
Geneos Wealth Management
Colorado
$3.02M -$194K -4,236 -6%
BAMG
18
Brand Asset Management Group
Missouri
$2.56M +$2.56M +55,772 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.4M -$1.61M -35,168 -40%
AG
20
Advisor Group
Arizona
$2.08M -$122K -2,652 -6%
PAG
21
Private Advisor Group
New Jersey
$1.86M -$8.63K -188 -0.5%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.68M -$52K -1,132 -3%
Citigroup
23
Citigroup
New York
$1.52M -$41.3K -900 -3%
LNC
24
Lincoln National Corp
Pennsylvania
$1.37M -$4.96K -108 -0.4%
GRP
25
Global Retirement Partners
California
$1.2M +$88.8K +1,936 +8%
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