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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

141 hedge funds and large institutions have $340M invested in iShares Morningstar Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+7
Holders Change %
+5.22%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
15
Increased
47
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$1.37M
2
FTUS
Flow Traders U.S.
New York
$1.31M
3
MFG
Merit Financial Group
Georgia
$1.19M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$16.8M
5
Wells Fargo
Wells Fargo
California
$13.1M

Top Sellers

1
W
Wealthquest
Ohio
$0
2
Morgan Stanley
Morgan Stanley
New York
$48M
3
OFG
OmniStar Financial Group
North Carolina
$1.38M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.08M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
26
Karp Capital Management
California
$2.33M -$60K -1,114 -3%
MML Investors Services
27
MML Investors Services
Massachusetts
$2.15M +$130K +2,411 +6%
BAMG
28
Brand Asset Management Group
Missouri
$2.08M +$11.1K +206 +0.5%
HighTower Advisors
29
HighTower Advisors
Illinois
$2.07M -$70.4K -1,307 -3%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.97M -$574K -10,647 -23%
GRP
31
Global Retirement Partners
California
$1.72M -$111K -1,898 -6%
FA
32
Flagstar Advisors
New York
$1.59M +$59K +1,095 +4%
MFGM
33
Marshall Financial Group (Maryland)
Maryland
$1.54M +$4.15K +77 +0.3%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$1.53M +$117K +2,164 +8%
TCWA
35
Ten Capital Wealth Advisors
Washington
$1.42M -$171K -3,166 -11%
OFG
36
OmniStar Financial Group
North Carolina
$1.38M -$712K -13,221 -34%
Citadel Advisors
37
Citadel Advisors
Florida
$1.37M +$1.37M +25,326 New
FTUS
38
Flow Traders U.S.
New York
$1.31M +$1.31M +24,249 New
EH
39
Equitable Holdings
New York
$1.26M +$27.4K +509 +2%
Truist Financial
40
Truist Financial
North Carolina
$1.23M -$6.3K -117 -0.5%
MFG
41
Merit Financial Group
Georgia
$1.19M +$1.19M +22,144 New
Cerity Partners
42
Cerity Partners
New York
$1.14M – – –
AWM
43
Apollon Wealth Management
South Carolina
$1.1M -$43.1K -800 -4%
CA
44
Cetera Advisors
Colorado
$1.07M +$53.6K +995 +5%
PCM
45
Parsons Capital Management
Rhode Island
$1.06M -$11.2K -208 -1%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$976K -$241K -4,442 -20%
WIA
47
World Investment Advisors
California
$942K -$5.55K -103 -0.6%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$926K +$490K +9,089 +112%
JWCA
49
J.W. Cole Advisors
Florida
$830K -$9.16K -170 -1%
EAM
50
Empirical Asset Management
Massachusetts
$765K -$180K -3,347 -19%
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