IMCB icon

iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

96 hedge funds and large institutions have $322M invested in iShares Morningstar Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+4
Holders Change %
+4.35%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
26
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
+$2.94M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$666K
3
CA
Cetera Advisors
Colorado
+$615K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$452K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$429K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$15M
2
Morgan Stanley
Morgan Stanley
New York
-$1.26M
3
Bank of America
Bank of America
North Carolina
-$572K
4
Mariner
Mariner
Kansas
-$543K
5
Citadel Advisors
Citadel Advisors
Florida
-$441K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$50.3M -$15M -142,416 -23%
UBS Group
2
UBS Group
Switzerland
$44.2M -$208K -4,396 -0.5%
Morgan Stanley
3
Morgan Stanley
New York
$31.6M -$1.26M -26,624 -4%
Wells Fargo
4
Wells Fargo
California
$27.6M +$251K +5,288 +0.9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$25.6M -$368K -7,768 -1%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$20.5M +$666K +14,048 +3%
Bank of America
7
Bank of America
North Carolina
$16.8M -$572K -12,072 -3%
RJA
8
Raymond James & Associates
Florida
$16.1M +$297K +6,264 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$12.2M +$429K +9,048 +4%
LPL Financial
10
LPL Financial
California
$10.5M -$75.8K -1,600 -0.7%
GLA
11
Good Life Advisors
Pennsylvania
$5.44M +$121K +2,544 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.41M -$114K -2,396 -2%
MML Investors Services
13
MML Investors Services
Massachusetts
$4.68M +$2.94M +62,148 +170%
CA
14
Cetera Advisors
Colorado
$4.42M +$615K +13,000 +16%
AIP
15
Ameritas Investment Partners
Nebraska
$4.39M +$70.5K +1,488 +2%
Citadel Advisors
16
Citadel Advisors
Florida
$3.44M -$441K -9,312 -11%
GWM
17
Geneos Wealth Management
Colorado
$2.82M -$293K -6,184 -9%
VFA
18
Voya Financial Advisors
Connecticut
$2.82M -$429K -9,100 -13%
BAMG
19
Brand Asset Management Group
Missouri
$2.54M -$106K -2,236 -4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.2M -$278K -5,872 -11%
AG
21
Advisor Group
Arizona
$1.89M -$255K -5,376 -12%
PAG
22
Private Advisor Group
New Jersey
$1.88M -$44.4K -936 -2%
Citigroup
23
Citigroup
New York
$1.56M -$9.85K -208 -0.6%
LNC
24
Lincoln National Corp
Pennsylvania
$1.5M +$87.4K +1,844 +6%
GRP
25
Global Retirement Partners
California
$1.35M +$115K +2,436 +9%
1
2 3 4 5