IMCB icon

iShares Morningstar Mid-Cap ETF

116 hedge funds and large institutions have $299M invested in iShares Morningstar Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.55%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
26
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$41.5M -$2.59M -52,396 -6%
Morgan Stanley
2
Morgan Stanley
New York
$35.5M +$771K +15,592 +2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$25.4M -$211K -4,264 -0.8%
Wells Fargo
4
Wells Fargo
California
$24.2M -$983K -19,876 -4%
Ameriprise
5
Ameriprise
Minnesota
$17.4M +$110K +2,224 +0.6%
MTC
6
Matrix Trust Company
Colorado
$16.9M -$32K -648 -0.2%
RJA
7
Raymond James & Associates
Florida
$16.8M -$48.9K -988 -0.3%
LPL Financial
8
LPL Financial
California
$11.9M +$930K +18,812 +8%
Bank of America
9
Bank of America
North Carolina
$9.2M +$1.21M +24,548 +15%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$9.2M +$3.21M +64,944 +54%
Citadel Advisors
11
Citadel Advisors
Florida
$6.93M +$4.96M +100,260 +251%
KCM
12
Karp Capital Management
California
$6.67M -$193K -3,900 -3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$5.5M -$913K -18,468 -14%
AIP
14
Ameritas Investment Partners
Nebraska
$5.26M +$352K +7,128 +7%
GLA
15
Good Life Advisors
Pennsylvania
$5.07M -$194K -3,928 -4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.07M +$94.1K +1,904 +2%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$4.22M -$130K -2,624 -3%
BAMG
18
Brand Asset Management Group
Missouri
$2.72M -$19.2K -388 -0.7%
PAG
19
Private Advisor Group
New Jersey
$2.58M +$803K +15,860 +45%
GWM
20
Geneos Wealth Management
Colorado
$2.43M -$171K -3,484 -7%
ASN
21
Advisory Services Network
Georgia
$2.38M
VFA
22
Voya Financial Advisors
Connecticut
$2.12M +$141K +2,872 +7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.06M -$35.6K -720 -2%
PFG
24
Pacific Financial Group
Washington
$2.06M -$34.1K -704 -2%
HighTower Advisors
25
HighTower Advisors
Illinois
$2.05M +$62.7K +1,268 +3%