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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

148 hedge funds and large institutions have $355M invested in iShares Morningstar Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-3
Holders Change %
-1.99%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
40
Reduced
45
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.43M
2
CFGS
Concourse Financial Group Securities
Alabama
+$1.52M
3
Citadel Advisors
Citadel Advisors
Florida
+$808K
4
NA
NewEdge Advisors
Louisiana
+$788K
5
MIC
Means Investment Company
Maine
+$757K

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$7.18M
2
Bank of America
Bank of America
North Carolina
-$3.7M
3
RJA
Raymond James & Associates
Florida
-$2.6M
4
OFG
OmniStar Financial Group
North Carolina
-$1.35M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
26
Goldstein Advisors
Wisconsin
$2.41M -$13K -215 -0.5%
Corient Private Wealth
27
Corient Private Wealth
Florida
$2.35M -$141K -2,320 -6%
BAMG
28
Brand Asset Management Group
Missouri
$2.33M +$7.94K +131 +0.3%
CFGS
29
Concourse Financial Group Securities
Alabama
$2.27M +$1.52M +25,108 +203%
HighTower Advisors
30
HighTower Advisors
Illinois
$2.22M – – –
MML Investors Services
31
MML Investors Services
Massachusetts
$2.18M -$123K -2,029 -5%
MMA
32
Miracle Mile Advisors
California
$2.15M -$479K -7,892 -18%
MFGM
33
Marshall Financial Group (Maryland)
Maryland
$1.94M +$8.73K +144 +0.5%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$1.92M -$80.6K -1,329 -4%
CIBC Private Wealth Group
35
CIBC Private Wealth Group
Georgia
$1.81M – – –
FA
36
Flagstar Advisors
New York
$1.68M -$24.6K -406 -1%
TCWA
37
Ten Capital Wealth Advisors
Washington
$1.48M -$113K -1,859 -7%
EH
38
Equitable Holdings
New York
$1.44M -$11.3K -187 -0.8%
GRP
39
Global Retirement Partners
California
$1.4M -$142K -2,408 -9%
MFG
40
Merit Financial Group
Georgia
$1.36M +$728 +12 +0.1%
Cerity Partners
41
Cerity Partners
New York
$1.29M +$2.67K +44 +0.2%
CA
42
Cetera Advisors
Colorado
$1.29M +$67.6K +1,114 +6%
AWM
43
Apollon Wealth Management
South Carolina
$1.24M – – –
PCM
44
Parsons Capital Management
Rhode Island
$1.19M – – –
WIA
45
World Investment Advisors
California
$1.11M +$32.4K +534 +3%
Truist Financial
46
Truist Financial
North Carolina
$1.09M -$257K -4,234 -19%
PGWM
47
Pitti Group Wealth Management
New York
$1.08M +$3.52K +58 +0.3%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$964K -$586K -9,660 -38%
JWCA
49
J.W. Cole Advisors
Florida
$899K -$16.7K -275 -2%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$864K +$63.1K +1,040 +8%
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