IMCB icon

iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

181 hedge funds and large institutions have $683M invested in iShares Morningstar Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
181
Holders Change
+7
Holders Change %
+4.02%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
68
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWM
1
RMG Wealth Management
Wisconsin
$87.7M
2
CFD
2
Creative Financial Designs
Indiana
$12.2M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$6.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$100M
5
UBS Group
5
UBS Group
Switzerland
$104M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$695K
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$6.5M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$30.5M
5
GS
5
GTS Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$104M 1,309,271 +47,893 +4%
Morgan Stanley
2
Morgan Stanley
New York
$100M 1,254,715 +60,011 +5%
RWM
3
RMG Wealth Management
Wisconsin
$87.7M 1,083,709 +1,083,709 New
LPL Financial
4
LPL Financial
California
$39.7M 498,843 +45,220 +10%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$30.5M 382,362 -16,601 -4%
MIC
6
Means Investment Company
Maine
$25.4M 319,053 +16,126 +5%
Raymond James Financial
7
Raymond James Financial
Florida
$25.3M 317,974 -3,690 -1%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$14.5M 181,928 +1,612 +0.9%
SCM
9
Steele Capital Management
Iowa
$14.1M 177,217 +2,430 +1%
MTC
10
Matrix Trust Company
Colorado
$14.1M 177,216 +2,431 +1%
CFD
11
Creative Financial Designs
Indiana
$12.2M 153,163 +146,140 +2,081%
Osaic Holdings
12
Osaic Holdings
Arizona
$9.89M 129,813 +2,638 +2%
MML Investors Services
13
MML Investors Services
Massachusetts
$9.69M 121,599 +1,298 +1%
Ameriprise
14
Ameriprise
Minnesota
$9.07M 113,909 -3,416 -3%
ACA
15
Aptus Capital Advisors
Alabama
$8.64M 108,491 +2,958 +3%
SFG
16
Sunburst Financial Group
Alabama
$8.54M 107,230 +2,958 +3%
Bank of America
17
Bank of America
North Carolina
$7.37M 92,496 +2,983 +3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$6.66M 83,538 +3,833 +5%
AAS
19
Avantax Advisory Services
Texas
$6.63M 83,245 +890 +1%
Wells Fargo
20
Wells Fargo
California
$6.5M 81,593 -21,993 -21%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$6.5M 81,572 +81,572 New
Stifel Financial
22
Stifel Financial
Missouri
$5.94M 74,517 -830 -1%
YWS
23
Yarger Wealth Strategies
Ohio
$5.49M 68,964 +171 +0.2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$5.35M 67,204 +16,247 +32%
GIA
25
Gladstone Institutional Advisory
Florida
$5.35M 67,124 -298 -0.4%
1
2 3 4 5