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iShares Morningstar Mid-Cap ETF
IMCB

186 hedge funds and large institutions have $542M invested in iShares Morningstar Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 56 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $489M → $542M (+$53M)

3% more funds holding

Funds holding: 180 → 186 (+6)

5% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 56

2.01% less ownership

Funds ownership: 55.99% → 53.99% (-2%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
186
Holders Change
+6
Holders Change %
+3.33%
% of All Funds
2.67%
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
59
Reduced
56
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$7.28M
2
TC
TownSquare Capital
Utah
+$2.8M
3
MML Investors Services
MML Investors Services
Massachusetts
+$1.61M
4
MTC
Matrix Trust Company
Colorado
+$1.45M
5
SCM
Steele Capital Management
Iowa
+$1.45M

Top Sellers

Rank Fund Capital Flow
1
WCAMG
Woodard & Company Asset Management Group
North Carolina
-$4.2M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$1.94M
3
Goldman Sachs
Goldman Sachs
New York
-$1.44M
4
Ameriprise
Ameriprise
Minnesota
-$1.22M
5
SOS
Silver Oak Securities
Tennessee
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
26
Benchmark Wealth Management
Connecticut
$4.23M -$113K -1,560 -3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$4.1M +$562K +7,739 +17%
WCAMG
28
Woodard & Company Asset Management Group
North Carolina
$3.91M -$4.2M -57,873 -53%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.47M -$46K -633 -1%
HighTower Advisors
30
HighTower Advisors
Illinois
$3.44M -$2.03K -28 -0.1%
Goldman Sachs
31
Goldman Sachs
New York
$3.3M -$1.44M -19,897 -31%
KAS
32
Kestra Advisory Services
Texas
$3.17M -$83K -1,143 -3%
GA
33
Goldstein Advisors
Wisconsin
$2.9M +$1.02K +14 +0%
BAMG
34
Brand Asset Management Group
Missouri
$2.75M -$24.2K -333 -0.9%
BFC
35
Bedel Financial Consulting
Indiana
$2.4M +$355K +4,893 +18%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$2.36M +$791K +10,900 +54%
MFGM
37
Marshall Financial Group (Maryland)
Maryland
$2.36M +$7.33K +101 +0.3%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$1.94M -$21.5K -296 -1%
MFG
39
Merit Financial Group
Georgia
$1.92M -$111K -1,527 -6%
FA
40
Flagstar Advisors
New York
$1.92M -$9.51K -131 -0.5%
PWG
41
Portside Wealth Group
Utah
$1.92M +$184K +2,535 +11%
EH
42
Equitable Holdings
New York
$1.83M -$235K -3,231 -12%
Truist Financial
43
Truist Financial
North Carolina
$1.76M +$19.2K +265 +1%
Cerity Partners
44
Cerity Partners
New York
$1.64M -$98.3K -1,354 -6%
WIA
45
World Investment Advisors
California
$1.59M -$13.9K -192 -0.9%
JP Morgan Chase
46
JP Morgan Chase
New York
$1.56M +$393K +5,409 +36%
GWM
47
Gibbs Wealth Management
Georgia
$1.55M +$500K +6,887 +51%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$1.47M +$127K +1,744 +10%
PCM
49
Parsons Capital Management
Rhode Island
$1.45M – – –
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$1.28M +$101K +1,397 +9%
1
2
3 4 5

IMCB Hedge Fund Activity: Q3 2024 in Review

186 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q3 2024, worth a combined $542M — up 11% from $489M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IMCB positions and 8 closed out — a net gain of 9 holders — while 59 added to existing stakes and 56 trimmed.

The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $7.28M. The largest seller was Woodard & Company Asset Management Group, cutting an estimated $4.2M.

  • 186 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q3 2024, up from 180 in Q2 2024.
  • Funds reported $542M of iShares Morningstar Mid-Cap ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 17 funds opened new iShares Morningstar Mid-Cap ETF positions in Q3 2024 and 8 closed out, a net change of +9 holders.
  • The largest iShares Morningstar Mid-Cap ETF buyer in Q3 2024 was Aptus Capital Advisors, an estimated $7.28M added.
  • The largest iShares Morningstar Mid-Cap ETF seller in Q3 2024 was Woodard & Company Asset Management Group, an estimated $4.2M sold.

Based on aggregated 13F filings for Q3 2024.