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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

182 hedge funds and large institutions have $568M invested in iShares Morningstar Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-3
Holders Change %
-1.62%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
56
Reduced
55
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$20.8M
2
SWP
Stratos Wealth Partners
Ohio
+$4.49M
3
EE
EWG Elevate
California
+$3.23M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.83M
5
LPL Financial
LPL Financial
California
+$1.44M

Top Sellers

1
TC
TownSquare Capital
Utah
-$42.7M
2
PWG
Portside Wealth Group
Utah
-$1.92M
3
Ameriprise
Ameriprise
Minnesota
-$1.09M
4
NL
NWAM LLC
Washington
-$939K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$897K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
26
Benchmark Wealth Management
Connecticut
$4.22M -$8.91K -117 -0.2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$3.97M -$133K -1,749 -3%
WCAMG
28
Woodard & Company Asset Management Group
North Carolina
$3.88M -$37.3K -490 -1%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.5M +$22.5K +295 +0.6%
HighTower Advisors
30
HighTower Advisors
Illinois
$3.48M +$44.5K +585 +1%
Goldman Sachs
31
Goldman Sachs
New York
$3.3M – – –
EE
32
EWG Elevate
California
$3.23M +$3.23M +42,479 New
BFC
33
Bedel Financial Consulting
Indiana
$3.2M +$686K +8,617 +27%
KAS
34
Kestra Advisory Services
Texas
$3.2M +$25.1K +329 +0.8%
GA
35
Goldstein Advisors
Wisconsin
$2.88M -$24.7K -324 -0.8%
BAMG
36
Brand Asset Management Group
Missouri
$2.74M -$11.4K -150 -0.4%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$2.36M +$891K +11,695 +60%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$2.36M +$419K +5,505 +22%
EH
39
Equitable Holdings
New York
$2.33M +$496K +6,514 +27%
MFGM
40
Marshall Financial Group (Maryland)
Maryland
$2.3M -$64.5K -847 -3%
Citadel Advisors
41
Citadel Advisors
Florida
$1.92M +$645K +8,468 +51%
MFG
42
Merit Financial Group
Georgia
$1.87M -$54.8K -720 -3%
FA
43
Flagstar Advisors
New York
$1.84M -$81.7K -1,073 -4%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$1.78M +$219K +2,873 +14%
Truist Financial
45
Truist Financial
North Carolina
$1.76M -$1.52K -20 -0.1%
Cerity Partners
46
Cerity Partners
New York
$1.65M +$3.58K +47 +0.2%
WIA
47
World Investment Advisors
California
$1.62M +$24.9K +327 +2%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.47M -$897K -11,776 -38%
PCM
49
Parsons Capital Management
Rhode Island
$1.45M -$11.4K -150 -0.8%
JSA
50
Jim Saulnier & Associates
Colorado
$1.42M +$297K +3,896 +26%
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