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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

185 hedge funds and large institutions have $540M invested in iShares Morningstar Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 56 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+6
Holders Change %
+3.35%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
58
Reduced
56
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$7.63M
2
TC
TownSquare Capital
Utah
+$2.93M
3
MML Investors Services
MML Investors Services
Massachusetts
+$1.69M
4
SCM
Steele Capital Management
Iowa
+$1.52M
5
MTC
Matrix Trust Company
Colorado
+$1.51M

Top Sellers

1
WCAMG
Woodard & Company Asset Management Group
North Carolina
-$4.4M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$2.03M
3
Goldman Sachs
Goldman Sachs
New York
-$1.51M
4
Ameriprise
Ameriprise
Minnesota
-$1.28M
5
LPL Financial
LPL Financial
California
-$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
26
Benchmark Wealth Management
Connecticut
$4.23M -$119K -1,560 -3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$4.1M +$588K +7,739 +17%
WCAMG
28
Woodard & Company Asset Management Group
North Carolina
$3.91M -$4.4M -57,873 -53%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.47M -$48.1K -633 -1%
HighTower Advisors
30
HighTower Advisors
Illinois
$3.44M -$2.13K -28 -0.1%
Goldman Sachs
31
Goldman Sachs
New York
$3.3M -$1.51M -19,897 -31%
KAS
32
Kestra Advisory Services
Texas
$3.17M -$86.9K -1,143 -3%
GA
33
Goldstein Advisors
Wisconsin
$2.9M +$1.06K +14 +0%
BAMG
34
Brand Asset Management Group
Missouri
$2.75M -$25.3K -333 -0.9%
BFC
35
Bedel Financial Consulting
Indiana
$2.4M +$372K +4,893 +18%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$2.36M +$829K +10,900 +54%
MFGM
37
Marshall Financial Group (Maryland)
Maryland
$2.36M +$7.68K +101 +0.3%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$1.94M -$22.5K -296 -1%
MFG
39
Merit Financial Group
Georgia
$1.92M -$116K -1,527 -6%
FA
40
Flagstar Advisors
New York
$1.92M -$9.96K -131 -0.5%
PWG
41
Portside Wealth Group
Utah
$1.92M +$193K +2,535 +11%
EH
42
Equitable Holdings
New York
$1.83M -$246K -3,231 -12%
Truist Financial
43
Truist Financial
North Carolina
$1.76M +$20.1K +265 +1%
Cerity Partners
44
Cerity Partners
New York
$1.64M -$103K -1,354 -6%
WIA
45
World Investment Advisors
California
$1.59M -$14.6K -192 -0.9%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$1.56M +$411K +5,409 +36%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.47M +$133K +1,744 +10%
PCM
48
Parsons Capital Management
Rhode Island
$1.45M – – –
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$1.28M +$106K +1,397 +9%
Citadel Advisors
50
Citadel Advisors
Florida
$1.27M +$1.27M +16,704 New
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