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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

112 hedge funds and large institutions have $293M invested in iShares Morningstar Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+1
Holders Change %
+0.9%
% of All Funds
2.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
30
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIC
Ameritas Investment Company
Nebraska
+$4.09M
2
Morgan Stanley
Morgan Stanley
New York
+$2.47M
3
Jane Street
Jane Street
New York
+$1.66M
4
UBS Group
UBS Group
Switzerland
+$555K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$532K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.77M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.87M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.94M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.22M
5
CS
Comerica Securities
Michigan
-$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$43.3M +$555K +11,436 +1%
Morgan Stanley
2
Morgan Stanley
New York
$34.1M +$2.47M +50,936 +8%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$25.2M -$1.22M -25,180 -5%
Wells Fargo
4
Wells Fargo
California
$24.7M -$39.8K -820 -0.2%
Ameriprise
5
Ameriprise
Minnesota
$16.9M +$150K +3,092 +0.9%
MTC
6
Matrix Trust Company
Colorado
$16.6M +$16.6M +341,792 New
RJA
7
Raymond James & Associates
Florida
$16.5M +$282K +5,816 +2%
LPL Financial
8
LPL Financial
California
$10.8M +$337K +6,956 +3%
Bank of America
9
Bank of America
North Carolina
$7.84M +$62.7K +1,292 +0.8%
KCM
10
Karp Capital Management
California
$6.73M +$428K +8,816 +7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6.29M +$532K +10,976 +9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.87M -$6.77M -139,624 -54%
GLA
13
Good Life Advisors
Pennsylvania
$5.16M -$149K -3,068 -3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.88M +$264K +5,444 +6%
CA
15
Cetera Advisors
Colorado
$4.82M +$3.29K +68 +0.1%
AIP
16
Ameritas Investment Partners
Nebraska
$4.81M +$218K +4,492 +5%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$4.26M -$315K -6,504 -7%
AIC
18
Ameritas Investment Company
Nebraska
$4.09M +$4.09M +84,240 New
MML Investors Services
19
MML Investors Services
Massachusetts
$3.79M -$2.52K -52 -0.1%
BAMG
20
Brand Asset Management Group
Missouri
$2.69M – – –
GWM
21
Geneos Wealth Management
Colorado
$2.56M -$106K -2,184 -4%
ASN
22
Advisory Services Network
Georgia
$2.38M -$62.8K -1,296 -3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.06M +$122K +2,524 +6%
PFG
24
Pacific Financial Group
Washington
$2.03M +$30.8K +656 +2%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.95M +$148K +3,056 +8%
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