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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

151 hedge funds and large institutions have $376M invested in iShares Morningstar Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
40
Reduced
48
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$68.4M
2
Morgan Stanley
Morgan Stanley
New York
$55.5M
3
MMA
Miracle Mile Advisors
California
$2.54M
4
MIC
Means Investment Company
Maine
$2.19M
5
RA
RFG Advisory
Alabama
$682K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$5.28M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.77M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
FTUS
Flow Traders U.S.
New York
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
26
Miracle Mile Advisors
California
$2.54M +$2.54M +43,267 New
GA
27
Goldstein Advisors
Wisconsin
$2.34M +$2.34M +39,933 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.32M +$183K +3,122 +9%
BAMG
29
Brand Asset Management Group
Missouri
$2.25M -$12.1K -206 -0.5%
MML Investors Services
30
MML Investors Services
Massachusetts
$2.22M -$120K -2,048 -5%
MIC
31
Means Investment Company
Maine
$2.19M +$1.43M +24,324 +187%
HighTower Advisors
32
HighTower Advisors
Illinois
$2.14M -$116K -1,976 -5%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$1.94M +$268K +4,569 +16%
MFGM
34
Marshall Financial Group (Maryland)
Maryland
$1.86M +$192K +3,274 +11%
FA
35
Flagstar Advisors
New York
$1.65M -$73.6K -1,255 -4%
TCWA
36
Ten Capital Wealth Advisors
Washington
$1.54M -$8.27K -141 -0.5%
GRP
37
Global Retirement Partners
California
$1.54M -$186K -3,172 -11%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.5M +$492K +8,381 +49%
EH
39
Equitable Holdings
New York
$1.41M +$29.3K +500 +2%
OFG
40
OmniStar Financial Group
North Carolina
$1.35M -$156K -2,653 -10%
MFG
41
Merit Financial Group
Georgia
$1.32M +$16.1K +274 +1%
Truist Financial
42
Truist Financial
North Carolina
$1.31M -$34.2K -583 -3%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$1.29M +$234K +3,968 +22%
Cerity Partners
44
Cerity Partners
New York
$1.25M +$6.98K +119 +0.6%
AWM
45
Apollon Wealth Management
South Carolina
$1.2M – – –
CA
46
Cetera Advisors
Colorado
$1.18M +$16K +272 +1%
PCM
47
Parsons Capital Management
Rhode Island
$1.15M – – –
PGWM
48
Pitti Group Wealth Management
New York
$1.04M +$278K +4,738 +37%
WIA
49
World Investment Advisors
California
$1.04M +$13K +221 +1%
JWCA
50
J.W. Cole Advisors
Florida
$886K -$17.4K -296 -2%
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