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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

179 hedge funds and large institutions have $488M invested in iShares Morningstar Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+11
Holders Change %
+6.55%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
49
Reduced
59
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
TownSquare Capital
Utah
+$36.7M
2
PWG
Portside Wealth Group
Utah
+$1.59M
3
Goldman Sachs
Goldman Sachs
New York
+$1.39M
4
MML Investors Services
MML Investors Services
Massachusetts
+$1.06M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.04M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.99M
2
LPL Financial
LPL Financial
California
-$1.85M
3
NL
NWAM LLC
Washington
-$772K
4
RJA
Raymond James & Associates
Florida
-$527K
5
BWM
Benchmark Wealth Management
Connecticut
-$508K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
26
Benchmark Wealth Management
Connecticut
$4.01M -$508K -7,243 -11%
AWS
27
Atria Wealth Solutions
New York
$3.96M +$5.82K +83 +0.1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$3.24M +$147K +2,090 +5%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.24M +$484K +6,900 +18%
HighTower Advisors
30
HighTower Advisors
Illinois
$3.16M -$98.4K -1,405 -3%
Corient Private Wealth
31
Corient Private Wealth
Florida
$2.97M -$25.3K -361 -0.8%
KAS
32
Kestra Advisory Services
Texas
$2.91M -$249K -3,667 -8%
GA
33
Goldstein Advisors
Wisconsin
$2.67M -$12.7K -181 -0.5%
BAMG
34
Brand Asset Management Group
Missouri
$2.56M -$24K -342 -0.9%
MFGM
35
Marshall Financial Group (Maryland)
Maryland
$2.17M -$5.82K -83 -0.3%
EH
36
Equitable Holdings
New York
$1.92M +$123K +1,750 +7%
MFG
37
Merit Financial Group
Georgia
$1.88M -$209K -2,982 -10%
BFC
38
Bedel Financial Consulting
Indiana
$1.87M +$237K +3,386 +15%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$1.81M +$40.5K +578 +2%
FA
40
Flagstar Advisors
New York
$1.78M -$93.6K -1,336 -5%
Cerity Partners
41
Cerity Partners
New York
$1.61M +$2.52K +36 +0.2%
Truist Financial
42
Truist Financial
North Carolina
$1.6M +$173K +2,466 +12%
PWG
43
Portside Wealth Group
Utah
$1.59M +$1.59M +22,660 New
WIA
44
World Investment Advisors
California
$1.48M -$911 -13 -0.1%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.41M +$1.04M +14,848 +280%
PCM
46
Parsons Capital Management
Rhode Island
$1.34M – – –
GRP
47
Global Retirement Partners
California
$1.3M -$291K -4,149 -18%
RW
48
Rede Wealth
Virginia
$1.25M +$31.7K +452 +3%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$1.23M +$207K +2,948 +20%
PGWM
50
Pitti Group Wealth Management
New York
$1.22M +$15.3K +228 +1%
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