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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

154 hedge funds and large institutions have $390M invested in iShares Morningstar Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+6
Holders Change %
+4.05%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
47
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.92M
2
CAN
2
Cetera Advisor Networks
California
$7.7M
3
AssetMark Inc
3
AssetMark Inc
California
$1.5M
4
SOS
4
Silver Oak Securities
Tennessee
$1.04M
5
MIC
5
Means Investment Company
Maine
$3.94M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$13M
2
Morgan Stanley
2
Morgan Stanley
New York
$57M
3
RJA
3
Raymond James & Associates
Florida
$16.5M
4
CFGS
4
Concourse Financial Group Securities
Alabama
$798K
5
MMA
5
Miracle Mile Advisors
California
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$2.75M – – –
MML Investors Services
27
MML Investors Services
Massachusetts
$2.64M +$372K +5,883 +16%
KAS
28
Kestra Advisory Services
Texas
$2.55M -$15.2K -240 -0.6%
Corient Private Wealth
29
Corient Private Wealth
Florida
$2.53M +$80.8K +1,276 +3%
GA
30
Goldstein Advisors
Wisconsin
$2.52M +$7.72K +122 +0.3%
HighTower Advisors
31
HighTower Advisors
Illinois
$2.46M +$145K +2,285 +6%
BAMG
32
Brand Asset Management Group
Missouri
$2.42M -$14.9K -236 -0.6%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$2.06M +$53.9K +852 +3%
MFGM
34
Marshall Financial Group (Maryland)
Maryland
$1.87M -$154K -2,440 -8%
CA
35
Cetera Advisors
Colorado
$1.83M +$487K +7,689 +36%
FA
36
Flagstar Advisors
New York
$1.76M +$1.96K +31 +0.1%
GRP
37
Global Retirement Partners
California
$1.51M +$63 +1 +0%
AssetMark Inc
38
AssetMark Inc
California
$1.5M +$1.5M +23,755 New
EH
39
Equitable Holdings
New York
$1.5M -$6.33K -100 -0.4%
Cerity Partners
40
Cerity Partners
New York
$1.44M +$90.7K +1,433 +7%
TCWA
41
Ten Capital Wealth Advisors
Washington
$1.44M -$107K -1,685 -7%
MFG
42
Merit Financial Group
Georgia
$1.38M -$41.8K -660 -3%
Truist Financial
43
Truist Financial
North Carolina
$1.28M +$134K +2,114 +12%
PCM
44
Parsons Capital Management
Rhode Island
$1.24M – – –
AWM
45
Apollon Wealth Management
South Carolina
$1.24M -$52.5K -830 -4%
MMA
46
Miracle Mile Advisors
California
$1.2M -$1.04M -16,378 -46%
WIA
47
World Investment Advisors
California
$1.2M +$46.2K +730 +4%
PGWM
48
Pitti Group Wealth Management
New York
$1.11M -$15.3K -241 -1%
SOS
49
Silver Oak Securities
Tennessee
$1.04M +$1.04M +16,448 New
JWCA
50
J.W. Cole Advisors
Florida
$939K – – –
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