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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

168 hedge funds and large institutions have $477M invested in iShares Morningstar Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
2.44%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
50
Reduced
47
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10.1M
2
UBS Group
UBS Group
Switzerland
+$2.91M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.37M
4
SOS
Silver Oak Securities
Tennessee
+$1.32M
5
MIC
Means Investment Company
Maine
+$1.22M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$65.5M
2
RJA
Raymond James & Associates
Florida
-$3.55M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$993K
4
Ameriprise
Ameriprise
Minnesota
-$755K
5
LPL Financial
LPL Financial
California
-$667K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.86M -$32.6K -447 -0.8%
CA
27
Cetera Advisors
Colorado
$3.84M +$1.15M +15,783 +43%
HighTower Advisors
28
HighTower Advisors
Illinois
$3.39M -$652K -8,955 -16%
KAS
29
Kestra Advisory Services
Texas
$3.38M +$111K +1,518 +3%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$3.22M -$261K -3,589 -8%
Goldman Sachs
31
Goldman Sachs
New York
$3.16M – – –
Corient Private Wealth
32
Corient Private Wealth
Florida
$3.11M +$116K +1,596 +4%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$2.86M -$57.8K -794 -2%
GA
34
Goldstein Advisors
Wisconsin
$2.79M +$3.13K +43 +0.1%
BAMG
35
Brand Asset Management Group
Missouri
$2.68M -$73.6K -1,010 -3%
MFGM
36
Marshall Financial Group (Maryland)
Maryland
$2.26M +$215K +2,954 +11%
MFG
37
Merit Financial Group
Georgia
$2.08M -$88.2K -1,261 -4%
FA
38
Flagstar Advisors
New York
$1.95M -$28.8K -395 -1%
EH
39
Equitable Holdings
New York
$1.86M +$142K +1,952 +8%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$1.84M +$583 +8 +0%
BFC
41
Bedel Financial Consulting
Indiana
$1.7M +$151K +2,080 +10%
Cerity Partners
42
Cerity Partners
New York
$1.67M +$2.7K +37 +0.2%
GRP
43
Global Retirement Partners
California
$1.65M -$42.8K -587 -3%
WIA
44
World Investment Advisors
California
$1.54M +$134K +1,845 +10%
Truist Financial
45
Truist Financial
North Carolina
$1.49M -$127K -1,749 -8%
PCM
46
Parsons Capital Management
Rhode Island
$1.39M – – –
SOS
47
Silver Oak Securities
Tennessee
$1.32M +$1.32M +18,125 New
PGWM
48
Pitti Group Wealth Management
New York
$1.28M -$16.2K -228 -1%
RW
49
Rede Wealth
Virginia
$1.26M +$264K +3,625 +26%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$1.12M +$16.3K +224 +1%
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