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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

174 hedge funds and large institutions have $527M invested in iShares Morningstar Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-8
Holders Change %
-4.4%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
58
Reduced
51
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIC
Means Investment Company
Maine
+$10.8M
2
UBS Group
UBS Group
Switzerland
+$5.21M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.33M
4
LPL Financial
LPL Financial
California
+$1.82M
5
FTUS
Flow Traders U.S.
New York
+$1.8M

Top Sellers

1
FF
Fortitude Financial
Washington
-$30.6M
2
SWP
Stratos Wealth Partners
Ohio
-$4.49M
3
EE
EWG Elevate
California
-$3.23M
4
Bank of America
Bank of America
North Carolina
-$2.26M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.78M -$89.9K -1,214 -2%
WCAMG
27
Woodard & Company Asset Management Group
North Carolina
$3.7M -$71.5K -965 -2%
BFC
28
Bedel Financial Consulting
Indiana
$3.43M +$463K +6,271 +16%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.43M +$27.3K +369 +0.8%
HighTower Advisors
30
HighTower Advisors
Illinois
$3.23M -$157K -2,123 -5%
Goldman Sachs
31
Goldman Sachs
New York
$3.21M – – –
KAS
32
Kestra Advisory Services
Texas
$3.17M +$59.9K +809 +2%
GA
33
Goldstein Advisors
Wisconsin
$2.78M -$17.4K -235 -0.6%
BAMG
34
Brand Asset Management Group
Missouri
$2.66M -$593 -8 -0%
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$2.64M +$1.3M +17,519 +97%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$2.4M +$101K +1,366 +4%
EH
37
Equitable Holdings
New York
$2.39M +$125K +1,688 +6%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$2.3M +$4.89K +66 +0.2%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$1.84M +$115K +1,546 +7%
MFG
40
Merit Financial Group
Georgia
$1.83M +$5.04K +68 +0.3%
FTUS
41
Flow Traders U.S.
New York
$1.8M +$1.8M +24,356 New
FA
42
Flagstar Advisors
New York
$1.79M +$741 +10 +0%
Truist Financial
43
Truist Financial
North Carolina
$1.74M +$32.5K +439 +2%
Cerity Partners
44
Cerity Partners
New York
$1.54M -$58.1K -784 -4%
WIA
45
World Investment Advisors
California
$1.53M -$43.5K -587 -3%
UAG
46
United Advisor Group
Ohio
$1.45M +$182K +2,454 +14%
JSA
47
Jim Saulnier & Associates
Colorado
$1.44M +$53.1K +717 +4%
PCM
48
Parsons Capital Management
Rhode Island
$1.32M -$86.7K -1,170 -6%
PGWM
49
Pitti Group Wealth Management
New York
$1.26M -$57K -769 -4%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$1.24M +$211K +2,842 +20%
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