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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

103 hedge funds and large institutions have $253M invested in iShares Morningstar Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 45 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
-24
Holders Change %
-18.9%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
10
Increased
23
Reduced
45
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$15M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.87M
3
TRCT
Tower Research Capital (TRC)
New York
+$6.02M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.55M
5
CAN
Cetera Advisor Networks
California
+$900K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$10.3M
2
Wells Fargo
Wells Fargo
California
-$7.25M
3
Bank of America
Bank of America
North Carolina
-$6.32M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.58M
5
AIP
Ameritas Investment Partners
Nebraska
-$4.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$46.7M +$15M +391,492 +47%
UBS Group
2
UBS Group
Switzerland
$32.8M +$386K +10,072 +1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.9M -$401K -10,476 -2%
RJA
4
Raymond James & Associates
Florida
$13.1M +$187K +4,872 +1%
MTC
5
Matrix Trust Company
Colorado
$13M -$185K -4,840 -1%
Ameriprise
6
Ameriprise
Minnesota
$11.4M -$2.33M -61,180 -17%
Wells Fargo
7
Wells Fargo
California
$10.9M -$7.25M -189,436 -40%
LPL Financial
8
LPL Financial
California
$9.48M -$1.62M -42,192 -15%
Bank of America
9
Bank of America
North Carolina
$7.44M -$6.32M -165,008 -46%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$7.24M -$10.3M -268,880 -59%
AAS
11
Avantax Advisory Services
Texas
$6.98M -$36.2K -944 -0.5%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$6.87M +$6.87M +179,344 New
Citadel Advisors
13
Citadel Advisors
Florida
$6.6M +$4.55M +118,712 +221%
TRCT
14
Tower Research Capital (TRC)
New York
$6.23M +$6.02M +157,340 +2,933%
Osaic Holdings
15
Osaic Holdings
Arizona
$5.76M +$5.76M +150,116 New
KCM
16
Karp Capital Management
California
$5.05M +$9.96K +260 +0.2%
BWM
17
Benchmark Wealth Management
Connecticut
$4.38M -$131K -3,420 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.91M -$5.58M -145,756 -59%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.71M -$1.99K -52 -0.1%
GLA
20
Good Life Advisors
Pennsylvania
$3.58M -$262K -6,844 -7%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.97M +$105K +2,748 +6%
BAMG
22
Brand Asset Management Group
Missouri
$1.91M -$163K -4,256 -8%
VFA
23
Voya Financial Advisors
Connecticut
$1.49M -$125K -3,224 -8%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.47M -$75K -1,960 -5%
EH
25
Equitable Holdings
New York
$1.3M -$120K -3,128 -8%
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