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iShares Morningstar Mid-Cap ETF
IMCB

180 hedge funds and large institutions have $489M invested in iShares Morningstar Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

7% more funds holding

Funds holding: 168 → 180 (+12)

1.16% more ownership

Funds ownership: 54.84% → 55.99% (+1.2%)

2% more capital invested

Capital invested by funds: $477M → $489M (+$11.7M)

17% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 59

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
180
Holders Change
+12
Holders Change %
+7.14%
% 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
21
Increased
49
Reduced
59
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TC
TownSquare Capital
Utah
+$36.9M
2
PWG
Portside Wealth Group
Utah
+$1.6M
3
Goldman Sachs
Goldman Sachs
New York
+$1.4M
4
MML Investors Services
MML Investors Services
Massachusetts
+$1.06M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.01M
2
LPL Financial
LPL Financial
California
-$1.86M
3
NL
NWAM LLC
Washington
-$772K
4
RJA
Raymond James & Associates
Florida
-$530K
5
BWM
Benchmark Wealth Management
Connecticut
-$510K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
26
Benchmark Wealth Management
Connecticut
$4.01M -$510K -7,243 -11%
AWS
27
Atria Wealth Solutions
New York
$3.96M +$5.85K +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 +$486K +6,900 +18%
HighTower Advisors
30
HighTower Advisors
Illinois
$3.16M -$99K -1,405 -3%
Corient Private Wealth
31
Corient Private Wealth
Florida
$2.97M -$25.4K -361 -0.8%
KAS
32
Kestra Advisory Services
Texas
$2.91M -$258K -3,667 -8%
GA
33
Goldstein Advisors
Wisconsin
$2.67M -$12.8K -181 -0.5%
BAMG
34
Brand Asset Management Group
Missouri
$2.56M -$24.1K -342 -0.9%
MFGM
35
Marshall Financial Group (Maryland)
Maryland
$2.17M -$5.85K -83 -0.3%
EH
36
Equitable Holdings
New York
$1.92M +$123K +1,750 +7%
MFG
37
Merit Financial Group
Georgia
$1.88M -$210K -2,982 -10%
BFC
38
Bedel Financial Consulting
Indiana
$1.87M +$239K +3,386 +15%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$1.81M +$40.7K +578 +2%
FA
40
Flagstar Advisors
New York
$1.78M -$94.2K -1,336 -5%
Cerity Partners
41
Cerity Partners
New York
$1.61M +$2.54K +36 +0.2%
Truist Financial
42
Truist Financial
North Carolina
$1.6M +$174K +2,466 +12%
PWG
43
Portside Wealth Group
Utah
$1.59M +$1.6M +22,660 New
WIA
44
World Investment Advisors
California
$1.48M -$916 -13 -0.1%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.41M +$1.05M +14,848 +280%
PCM
46
Parsons Capital Management
Rhode Island
$1.34M – – –
GRP
47
Global Retirement Partners
California
$1.3M -$292K -4,149 -18%
RW
48
Rede Wealth
Virginia
$1.25M +$31.9K +452 +3%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$1.23M +$208K +2,948 +20%
PGWM
50
Pitti Group Wealth Management
New York
$1.22M +$16.1K +228 +1%
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IMCB Hedge Fund Activity: Q2 2024 in Review

180 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q2 2024, worth a combined $489M — up 2.4% from $477M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IMCB positions and 7 closed out — a net gain of 14 holders — while 49 added to existing stakes and 59 trimmed.

The largest buyer was TownSquare Capital, opening a new position worth an estimated $36.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.01M.

  • 180 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q2 2024, up from 168 in Q1 2024.
  • Funds reported $489M of iShares Morningstar Mid-Cap ETF stock for Q2 2024, up 2.4% quarter-over-quarter.
  • 21 funds opened new iShares Morningstar Mid-Cap ETF positions in Q2 2024 and 7 closed out, a net change of +14 holders.
  • The largest iShares Morningstar Mid-Cap ETF buyer in Q2 2024 was TownSquare Capital, an estimated $36.9M added.
  • The largest iShares Morningstar Mid-Cap ETF seller in Q2 2024 was Raymond James Financial Services Advisors, an estimated $4.01M sold.

Based on aggregated 13F filings for Q2 2024.