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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

162 hedge funds and large institutions have $485M invested in iShares Morningstar Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+8
Holders Change %
+5.19%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
20
Increased
49
Reduced
47
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$61.6M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.11M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.17M
4
LPL Financial
LPL Financial
California
+$1.82M
5
Cerity Partners
Cerity Partners
New York
+$1.54M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.14M
2
UBS Group
UBS Group
Switzerland
-$3.34M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.79M
4
CAN
Cetera Advisor Networks
California
-$1.23M
5
NA
NewEdge Advisors
Louisiana
-$910K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.59M +$11.5K +172 +0.3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.2M -$662K -9,863 -17%
KAS
28
Kestra Advisory Services
Texas
$3.02M +$154K +2,300 +5%
Goldman Sachs
29
Goldman Sachs
New York
$2.91M – – –
Corient Private Wealth
30
Corient Private Wealth
Florida
$2.76M +$331K +4,930 +14%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.69M -$231K -3,445 -8%
GA
32
Goldstein Advisors
Wisconsin
$2.57M -$76.9K -1,145 -3%
BAMG
33
Brand Asset Management Group
Missouri
$2.54M -$470 -7 -0%
CA
34
Cetera Advisors
Colorado
$2.48M +$25.4K +379 +1%
MFG
35
Merit Financial Group
Georgia
$2.08M +$193K +2,868 +10%
MFGM
36
Marshall Financial Group (Maryland)
Maryland
$1.88M -$58.1K -866 -3%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$1.87M -$326K -4,859 -15%
FA
38
Flagstar Advisors
New York
$1.82M -$38.2K -569 -2%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$1.69M +$1.75K +26 +0.1%
EH
40
Equitable Holdings
New York
$1.59M -$21.1K -315 -1%
Cerity Partners
41
Cerity Partners
New York
$1.54M +$1.54M +22,870 New
GRP
42
Global Retirement Partners
California
$1.53M -$32.3K -491 -2%
Truist Financial
43
Truist Financial
North Carolina
$1.49M +$135K +2,016 +10%
BFC
44
Bedel Financial Consulting
Indiana
$1.43M +$269K +4,004 +23%
WIA
45
World Investment Advisors
California
$1.3M -$4.03K -60 -0.3%
PCM
46
Parsons Capital Management
Rhode Island
$1.28M – – –
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.27M +$703K +10,469 +124%
PGWM
48
Pitti Group Wealth Management
New York
$1.22M -$54.9K -818 -4%
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$1.02M +$8.26K +123 +0.8%
MMA
50
Miracle Mile Advisors
California
$1.01M -$248K -3,695 -20%
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