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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

109 hedge funds and large institutions have $288M invested in iShares Morningstar Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+6
Holders Change %
+5.83%
% of All Funds
2.24%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
15
Increased
25
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.16M
2
SA
Silversage Advisors
California
+$3.78M
3
LPL Financial
LPL Financial
California
+$2.19M
4
VA
Valmark Advisers
Ohio
+$2.08M
5
FAIM
Financial Advocates Investment Management
Washington
+$1.7M

Top Sellers

1
TRCT
Tower Research Capital (TRC)
New York
-$6.99M
2
Citadel Advisors
Citadel Advisors
Florida
-$6.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.46M
4
Morgan Stanley
Morgan Stanley
New York
-$4.92M
5
Wells Fargo
Wells Fargo
California
-$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$51.3M -$4.92M -106,688 -9%
UBS Group
2
UBS Group
Switzerland
$37.7M -$1.79M -38,840 -5%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$22.7M -$17.1K -372 -0.1%
RJA
4
Raymond James & Associates
Florida
$16.5M +$655K +14,212 +4%
MTC
5
Matrix Trust Company
Colorado
$14.7M -$931K -20,188 -6%
LPL Financial
6
LPL Financial
California
$13.6M +$2.19M +47,540 +19%
Ameriprise
7
Ameriprise
Minnesota
$11.8M -$1.94M -42,092 -14%
Wells Fargo
8
Wells Fargo
California
$11M -$2.18M -47,340 -17%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.87M +$5.16M +111,888 +109%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$9.47M +$746K +16,192 +9%
Bank of America
11
Bank of America
North Carolina
$9.11M +$158K +3,428 +2%
AAS
12
Avantax Advisory Services
Texas
$9.06M +$661K +14,340 +8%
Osaic Holdings
13
Osaic Holdings
Arizona
$6.76M -$157K -3,404 -2%
KCM
14
Karp Capital Management
California
$6.01M -$69.5K -1,508 -1%
SA
15
Silversage Advisors
California
$5.24M +$3.78M +70,248 +259%
BWM
16
Benchmark Wealth Management
Connecticut
$4.92M -$351K -7,616 -7%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.63M +$159K +3,448 +4%
GLA
18
Good Life Advisors
Pennsylvania
$4.32M +$2.21K +48 +0.1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.4M +$24K +520 +1%
BAMG
20
Brand Asset Management Group
Missouri
$2.12M -$181K -3,932 -8%
VA
21
Valmark Advisers
Ohio
$2.08M +$2.08M +45,068 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.81M -$6.46M -140,192 -78%
FAIM
23
Financial Advocates Investment Management
Washington
$1.7M +$1.7M +50,500 New
GRP
24
Global Retirement Partners
California
$1.57M +$152K +3,308 +11%
EH
25
Equitable Holdings
New York
$1.56M -$7.56K -164 -0.5%
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