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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

103 hedge funds and large institutions have $258M invested in iShares Morningstar Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
19
Increased
26
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.89M
2
KCM
Karp Capital Management
California
+$5.11M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.36M
4
UBS Group
UBS Group
Switzerland
+$1.25M
5
DWA
Divergent Wealth Advisors
Utah
+$1.09M

Top Sellers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$13.4M
2
Wells Fargo
Wells Fargo
California
-$2.4M
3
Jane Street
Jane Street
New York
-$538K
4
MML Investors Services
MML Investors Services
Massachusetts
-$499K
5
F
F3Logic
Minnesota
-$335K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$39M +$1.25M +30,932 +3%
Morgan Stanley
2
Morgan Stanley
New York
$26.9M -$42K -1,040 -0.2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$22.5M +$653K +16,156 +3%
Wells Fargo
4
Wells Fargo
California
$21.2M -$2.4M -59,500 -10%
Ameriprise
5
Ameriprise
Minnesota
$19.3M +$66.9K +1,656 +0.3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$16.3M +$5.89M +145,644 +57%
Bank of America
7
Bank of America
North Carolina
$14.1M -$164K -4,052 -1%
RJA
8
Raymond James & Associates
Florida
$13.4M -$307K -7,608 -2%
LPL Financial
9
LPL Financial
California
$8.82M -$102K -2,524 -1%
KCM
10
Karp Capital Management
California
$5.11M +$5.11M +126,420 New
GLA
11
Good Life Advisors
Pennsylvania
$4.51M -$131K -3,248 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.48M -$128K -3,168 -3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.36M +$4.36M +107,788 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$4.12M -$13.4M -331,688 -76%
CA
15
Cetera Advisors
Colorado
$3.8M +$12.5K +308 +0.3%
AIP
16
Ameritas Investment Partners
Nebraska
$3.76M +$15.5K +384 +0.4%
MML Investors Services
17
MML Investors Services
Massachusetts
$3.49M -$499K -12,360 -13%
Citadel Advisors
18
Citadel Advisors
Florida
$2.87M -$68.2K -1,688 -2%
VFA
19
Voya Financial Advisors
Connecticut
$2.39M -$5.61K -140 -0.2%
GWM
20
Geneos Wealth Management
Colorado
$2.25M -$136K -3,388 -6%
BAMG
21
Brand Asset Management Group
Missouri
$2.24M +$76.1K +1,884 +4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.8M -$80.5K -1,992 -4%
PFG
23
Pacific Financial Group
Washington
$1.75M +$1.75M +43,280 New
AG
24
Advisor Group
Arizona
$1.67M +$56.3K +1,392 +3%
LNC
25
Lincoln National Corp
Pennsylvania
$1.51M +$237K +5,860 +19%
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