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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

127 hedge funds and large institutions have $367M invested in iShares Morningstar Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+11
Holders Change %
+9.48%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
26
Increased
32
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$18.2M
2
Bank of America
Bank of America
North Carolina
+$9.07M
3
AAS
Avantax Advisory Services
Texas
+$8.6M
4
Morgan Stanley
Morgan Stanley
New York
+$5.72M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.24M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.53M
2
PAG
Private Advisor Group
New Jersey
-$2.41M
3
PFG
Pacific Financial Group
Washington
-$2.06M
4
SS
Simplicity Solutions
Minnesota
-$1.14M
5
AWM
AE Wealth Management
Kansas
-$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$44.4M +$379K +7,240 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$43.4M +$5.72M +109,232 +15%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$26.4M -$546K -10,416 -2%
Wells Fargo
4
Wells Fargo
California
$24.9M -$778K -14,848 -3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$24M +$18.2M +346,828 +312%
Ameriprise
6
Ameriprise
Minnesota
$18.8M +$465K +8,868 +3%
Bank of America
7
Bank of America
North Carolina
$18.8M +$9.07M +173,092 +93%
MTC
8
Matrix Trust Company
Colorado
$18M +$149K +2,840 +0.8%
RJA
9
Raymond James & Associates
Florida
$17.7M -$25.1K -480 -0.1%
LPL Financial
10
LPL Financial
California
$15.2M +$2.55M +48,700 +20%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$13M +$3.24M +61,912 +33%
AAS
12
Avantax Advisory Services
Texas
$9.59M +$8.6M +164,212 +870%
KCM
13
Karp Capital Management
California
$6.9M -$166K -3,160 -2%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$6.38M +$1.92M +36,548 +43%
BWM
15
Benchmark Wealth Management
Connecticut
$6.17M +$6.17M +117,696 New
AIP
16
Ameritas Investment Partners
Nebraska
$5.93M +$358K +6,832 +6%
GLA
17
Good Life Advisors
Pennsylvania
$5.26M -$104K -1,988 -2%
SA
18
Silversage Advisors
California
$5.15M +$5.15M +98,224 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.08M -$287K -5,484 -5%
BAMG
20
Brand Asset Management Group
Missouri
$2.84M -$38.3K -732 -1%
Citadel Advisors
21
Citadel Advisors
Florida
$2.82M -$4.53M -86,464 -62%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.55M +$364K +6,944 +17%
VFA
23
Voya Financial Advisors
Connecticut
$2.18M -$78.2K -1,496 -3%
HighTower Advisors
24
HighTower Advisors
Illinois
$2.12M -$52.2K -996 -2%
EH
25
Equitable Holdings
New York
$1.94M +$1.94M +37,068 New
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