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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

119 hedge funds and large institutions have $414M invested in iShares Morningstar Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 106 increasing their positions, 4 reducing their positions, and 6 closing their positions.

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% 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
8
Increased
106
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$6.18M
2
UBS Group
2
UBS Group
Switzerland
$65.6M
3
TCWA
3
Ten Capital Wealth Advisors
Washington
$2.17M
4
CAN
4
Cetera Advisor Networks
California
$4.88M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.19M
2
FP
2
Financial Perspectives
Minnesota
$48.5K
3
GWM
3
Geneos Wealth Management
Colorado
$181K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$30.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$69.1M 1,029,878 +766,104 +290%
UBS Group
2
UBS Group
Switzerland
$65.6M 977,873 +741,646 +314%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$30.2M 450,308 +325,693 +261%
RJA
4
Raymond James & Associates
Florida
$24.7M 367,787 +276,125 +301%
LPL Financial
5
LPL Financial
California
$22.2M 331,811 +252,127 +316%
MTC
6
Matrix Trust Company
Colorado
$20.3M 302,335 +224,472 +288%
AAS
7
Avantax Advisory Services
Texas
$15.4M 229,092 +173,639 +313%
Wells Fargo
8
Wells Fargo
California
$14.3M 213,640 +154,934 +264%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$13.3M 198,133 +152,951 +339%
Ameriprise
10
Ameriprise
Minnesota
$12.8M 190,631 +133,939 +236%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$11.6M 172,939 +129,821 +301%
Bank of America
12
Bank of America
North Carolina
$11.3M 168,528 +127,248 +308%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$8.2M 122,225 +92,889 +317%
PFG
14
Pacific Financial Group
Washington
$7.28M 108,564 +80,534 +287%
Osaic Holdings
15
Osaic Holdings
Arizona
$6.82M 101,770 +76,575 +304%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$6.18M 92,224 +92,224 New
BWM
17
Benchmark Wealth Management
Connecticut
$5.95M 88,676 +66,228 +295%
CAN
18
Cetera Advisor Networks
California
$4.88M 72,823 +59,618 +451%
KCM
19
Karp Capital Management
California
$4.71M 70,283 +52,184 +288%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.63M 54,163 +41,068 +314%
BAMG
21
Brand Asset Management Group
Missouri
$2.97M 44,342 +33,296 +301%
Goldman Sachs
22
Goldman Sachs
New York
$2.91M 43,380 +32,535 +300%
GRP
23
Global Retirement Partners
California
$2.29M 34,217 +25,730 +303%
KAS
24
Kestra Advisory Services
Texas
$2.22M 33,129 +25,223 +319%
TCWA
25
Ten Capital Wealth Advisors
Washington
$2.17M 32,384 +32,276 +29,885%
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