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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

116 hedge funds and large institutions have $358M invested in iShares Morningstar Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+6
Holders Change %
+5.45%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
35
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFG
Pacific Financial Group
Washington
+$7.08M
2
Morgan Stanley
Morgan Stanley
New York
+$2.7M
3
Goldman Sachs
Goldman Sachs
New York
+$2.54M
4
KAS
Kestra Advisory Services
Texas
+$1.81M
5
LPL Financial
LPL Financial
California
+$1.49M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$8.61M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.44M
3
VA
Valmark Advisers
Ohio
-$2.2M
4
Ameriprise
Ameriprise
Minnesota
-$1.66M
5
Bank of America
Bank of America
North Carolina
-$1.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$66.1M +$2.7M +46,140 +4%
UBS Group
2
UBS Group
Switzerland
$50.6M +$1.24M +21,236 +3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$29.3M +$430K +7,340 +1%
RJA
4
Raymond James & Associates
Florida
$21.3M +$204K +3,476 +1%
LPL Financial
5
LPL Financial
California
$18.7M +$1.49M +25,392 +9%
MTC
6
Matrix Trust Company
Colorado
$18.5M -$278K -4,740 -1%
Wells Fargo
7
Wells Fargo
California
$15.5M +$1.32M +22,564 +9%
Ameriprise
8
Ameriprise
Minnesota
$12.8M -$1.66M -28,376 -11%
AAS
9
Avantax Advisory Services
Texas
$12.4M -$8.61M -147,064 -41%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$9.72M +$749K +12,796 +8%
Bank of America
11
Bank of America
North Carolina
$9.42M -$1.42M -24,212 -13%
PFG
12
Pacific Financial Group
Washington
$7.08M +$7.08M +120,920 New
Osaic Holdings
13
Osaic Holdings
Arizona
$5.92M -$759K -12,964 -11%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.84M -$3.44M -58,692 -37%
BWM
15
Benchmark Wealth Management
Connecticut
$5.79M -$7.03K -120 -0.1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.5M -$106K -1,804 -2%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$5.18M -$22.7K -388 -0.4%
KCM
18
Karp Capital Management
California
$4.27M -$949K -16,208 -18%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.12M +$155K +2,648 +5%
CAN
20
Cetera Advisor Networks
California
$2.97M +$144K +2,460 +5%
BAMG
21
Brand Asset Management Group
Missouri
$2.65M -$7.49K -128 -0.3%
Goldman Sachs
22
Goldman Sachs
New York
$2.54M +$2.54M +43,380 New
GRP
23
Global Retirement Partners
California
$2.04M +$116K +1,984 +6%
EH
24
Equitable Holdings
New York
$1.97M +$63.7K +1,088 +3%
KAS
25
Kestra Advisory Services
Texas
$1.84M +$1.81M +30,976 +5,911%
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