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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

154 hedge funds and large institutions have $365M invested in iShares Morningstar Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 45 reducing their positions, and 10 closing their positions.

Holders
154
Holders Change
–
Holders Change %
0%
% of All Funds
2.46%
Holding in Top 10
–
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
39
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$26M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$1.51M
3
MIC
3
Means Investment Company
Maine
$5.18M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.79M
5
WCAMG
5
Woodard & Company Asset Management Group
North Carolina
$6.61M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$7.55M
2
Wells Fargo
2
Wells Fargo
California
$10.3M
3
Cerity Partners
3
Cerity Partners
New York
$0
4
AssetMark Inc
4
AssetMark Inc
California
$36K
5
RJA
5
Raymond James & Associates
Florida
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.6M 43,520 -709 -2%
Goldman Sachs
27
Goldman Sachs
New York
$2.59M 43,380 – –
KAS
28
Kestra Advisory Services
Texas
$2.55M 42,632 +2,314 +6%
GA
29
Goldstein Advisors
Wisconsin
$2.35M 39,402 -438 -1%
HighTower Advisors
30
HighTower Advisors
Illinois
$2.3M 38,518 -267 -0.7%
BAMG
31
Brand Asset Management Group
Missouri
$2.26M 37,820 -445 -1%
CA
32
Cetera Advisors
Colorado
$2.19M 36,583 +7,651 +26%
Corient Private Wealth
33
Corient Private Wealth
Florida
$2.16M 36,243 -3,804 -9%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$1.95M 32,720 +199 +0.6%
Citadel Advisors
35
Citadel Advisors
Florida
$1.79M 29,891 +22,913 +328%
MFGM
36
Marshall Financial Group (Maryland)
Maryland
$1.73M 28,902 -588 -2%
MFG
37
Merit Financial Group
Georgia
$1.68M 28,190 +6,420 +29%
FA
38
Flagstar Advisors
New York
$1.66M 27,680 -107 -0.4%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$1.51M 25,205 +25,205 New
EH
40
Equitable Holdings
New York
$1.43M 23,966 +296 +1%
GRP
41
Global Retirement Partners
California
$1.4M 23,787 +2 +0%
Truist Financial
42
Truist Financial
North Carolina
$1.2M 20,130 -32 -0.2%
AWM
43
Apollon Wealth Management
South Carolina
$1.17M 19,558 – –
WIA
44
World Investment Advisors
California
$1.16M 19,391 +426 +2%
PCM
45
Parsons Capital Management
Rhode Island
$1.14M 19,138 -530 -3%
PGWM
46
Pitti Group Wealth Management
New York
$1.14M 19,018 +1,498 +9%
MMA
47
Miracle Mile Advisors
California
$1.12M 18,789 -208 -1%
BFC
48
Bedel Financial Consulting
Indiana
$1.03M 17,230 +5,827 +51%
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$901K 15,092 +488 +3%
NA
50
NewEdge Advisors
Louisiana
$844K 14,138 +1,025 +8%
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