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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

118 hedge funds and large institutions have $337M invested in iShares Morningstar Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+2
Holders Change %
+1.72%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
34
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$7.51M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.09M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.47M
4
CAAS
Capital Asset Advisory Services
Michigan
+$1.08M
5
GWM
Geneos Wealth Management
Colorado
+$1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.63M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.16M
3
Wells Fargo
Wells Fargo
California
-$1.87M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$945K
5
TCWA
Ten Capital Wealth Advisors
Washington
-$832K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$66.3M -$4.63M -73,628 -7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$31.3M -$153K -2,436 -0.5%
RJA
3
Raymond James & Associates
Florida
$23M +$183K +2,908 +0.8%
LPL Financial
4
LPL Financial
California
$20M -$76.2K -1,212 -0.4%
MTC
5
Matrix Trust Company
Colorado
$19.6M -$285K -4,540 -1%
Wells Fargo
6
Wells Fargo
California
$14.8M -$1.87M -29,680 -11%
Ameriprise
7
Ameriprise
Minnesota
$14.3M +$464K +7,376 +3%
AAS
8
Avantax Advisory Services
Texas
$14M +$633K +10,048 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$11.4M +$5.09M +80,924 +81%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$10.8M +$408K +6,488 +4%
Bank of America
11
Bank of America
North Carolina
$10.4M +$270K +4,296 +3%
Citadel Advisors
12
Citadel Advisors
Florida
$8.9M +$7.51M +119,420 +539%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.38M +$1.47M +23,444 +25%
PFG
14
Pacific Financial Group
Washington
$7.05M -$553K -8,800 -7%
Osaic Holdings
15
Osaic Holdings
Arizona
$6.34M -$22.6K -360 -0.4%
BWM
16
Benchmark Wealth Management
Connecticut
$5.64M -$571K -9,088 -9%
KCM
17
Karp Capital Management
California
$4.55M -$33.7K -536 -0.7%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$3.4M -$2.16M -34,284 -39%
CAN
19
Cetera Advisor Networks
California
$3.32M +$133K +2,120 +4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.29M -$54.3K -864 -2%
BAMG
21
Brand Asset Management Group
Missouri
$2.78M -$66.1K -1,052 -2%
Goldman Sachs
22
Goldman Sachs
New York
$2.73M – – –
GRP
23
Global Retirement Partners
California
$2.13M -$56.1K -892 -3%
EH
24
Equitable Holdings
New York
$2.13M +$23.9K +380 +1%
KAS
25
Kestra Advisory Services
Texas
$1.99M +$7.8K +124 +0.4%
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