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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
CFD
1
Creative Financial Designs
Indiana
$12.2M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$6.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$100M
4
UBS Group
4
UBS Group
Switzerland
$104M
5
LPL Financial
5
LPL Financial
California
$39.7M

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 %
PFG
26
Pacific Financial Group
Washington
$5.16M 64,764 +773 +1%
BWM
27
Benchmark Wealth Management
Connecticut
$4.41M 55,403 +24 +0%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$4.3M 53,929 +7,662 +17%
WCAMG
29
Woodard & Company Asset Management Group
North Carolina
$3.87M 48,553 -1,394 -3%
KAS
30
Kestra Advisory Services
Texas
$3.79M 47,602 +4,824 +11%
BFC
31
Bedel Financial Consulting
Indiana
$3.78M 47,512 +1,031 +2%
HighTower Advisors
32
HighTower Advisors
Illinois
$3.47M 43,592 +1 +0%
Goldman Sachs
33
Goldman Sachs
New York
$3.46M 43,380 – –
FFA
34
Farther Finance Advisors
California
$3.4M 42,691 +39,741 +1,347%
GA
35
Goldstein Advisors
Wisconsin
$3.13M 39,303 +1,729 +5%
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$3.09M 38,738 +3,096 +9%
SFS
37
Sowell Financial Services
Arkansas
$3.07M 38,539 +38,539 New
BAMG
38
Brand Asset Management Group
Missouri
$2.9M 36,400 +430 +1%
EH
39
Equitable Holdings
New York
$2.77M 34,725 +2,401 +7%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$2.73M 34,308 +1,909 +6%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$2.48M 30,634 -458 -1%
MFG
42
Merit Financial Group
Georgia
$2.17M 27,254 +2,618 +11%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$2.06M 25,892 +993 +4%
FA
44
Flagstar Advisors
New York
$1.89M 23,750 -436 -2%
Truist Financial
45
Truist Financial
North Carolina
$1.85M 23,209 -338 -1%
UAG
46
United Advisor Group
Ohio
$1.82M 22,837 +3,317 +17%
Cerity Partners
47
Cerity Partners
New York
$1.66M 20,889 +37 +0.2%
WIA
48
World Investment Advisors
California
$1.52M 19,056 -1,655 -8%
JSA
49
Jim Saulnier & Associates
Colorado
$1.42M 17,856 -1,534 -8%
PCM
50
Parsons Capital Management
Rhode Island
$1.39M 17,498 -320 -2%
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