IMCB icon

iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

148 hedge funds and large institutions have $423M invested in iShares Morningstar Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+7
Holders Change %
+4.96%
% of All Funds
2.34%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
23
Increased
41
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WCAMG
Woodard & Company Asset Management Group
North Carolina
+$6.82M
2
PFG
Pacific Financial Group
Washington
+$6.54M
3
GIA
Gladstone Institutional Advisory
Florida
+$6.34M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$3.17M
5
LPL Financial
LPL Financial
California
+$2.95M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.23M
2
Morgan Stanley
Morgan Stanley
New York
-$4.04M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.28M
4
SFS
Sowell Financial Services
Arkansas
-$2.11M
5
NA
NewEdge Advisors
Louisiana
-$2.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$2.98M +$1.63M +24,189 +120%
Goldman Sachs
27
Goldman Sachs
New York
$2.92M – – –
OFG
28
OmniStar Financial Group
North Carolina
$2.76M +$2.76M +40,954 New
BPA
29
Beacon Pointe Advisors
California
$2.66M +$2.66M +39,546 New
BAMG
30
Brand Asset Management Group
Missouri
$2.64M -$241K -3,575 -8%
MML Investors Services
31
MML Investors Services
Massachusetts
$2.4M +$655K +9,734 +37%
TCWA
32
Ten Capital Wealth Advisors
Washington
$2.17M -$65.3K -970 -3%
FA
33
Flagstar Advisors
New York
$2.15M -$11.4K -169 -0.5%
GRP
34
Global Retirement Partners
California
$1.86M +$1.86M +31,254 New
Truist Financial
35
Truist Financial
North Carolina
$1.57M +$117K +1,743 +8%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$1.54M +$174K +2,591 +13%
EH
37
Equitable Holdings
New York
$1.52M +$23.1K +343 +2%
MFGM
38
Marshall Financial Group (Maryland)
Maryland
$1.52M +$348K +5,170 +30%
EAM
39
Empirical Asset Management
Massachusetts
$1.49M +$275K +4,093 +23%
AWM
40
Apollon Wealth Management
South Carolina
$1.43M -$129K -1,920 -8%
Cerity Partners
41
Cerity Partners
New York
$1.42M – – –
PCM
42
Parsons Capital Management
Rhode Island
$1.35M -$21K -312 -2%
CA
43
Cetera Advisors
Colorado
$1.28M +$202 +3 +0%
WWM
44
Western Wealth Management
Colorado
$1.27M +$583K +8,673 +85%
SOS
45
Silver Oak Securities
Tennessee
$1.25M +$1.25M +18,833 New
RJT
46
Raymond James Trust
Florida
$1.15M – – –
JWCA
47
J.W. Cole Advisors
Florida
$1.1M -$5.38K -80 -0.5%
WIA
48
World Investment Advisors
California
$1.09M +$31.5K +468 +3%
SAM
49
S.A. Mason
Michigan
$997K +$30.4K +452 +3%
NL
50
NWAM LLC
Washington
$895K -$5.72K -85 -0.6%
1
2
3 4 5