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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

182 hedge funds and large institutions have $684M invested in iShares Morningstar Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+8
Holders Change %
+4.6%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
68
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFD
Creative Financial Designs
Indiana
+$11.6M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$6.5M
3
Morgan Stanley
Morgan Stanley
New York
+$4.78M
4
UBS Group
UBS Group
Switzerland
+$3.82M
5
LPL Financial
LPL Financial
California
+$3.6M

Top Sellers

1
AWS
Atria Wealth Solutions
New York
-$3.74M
2
FTUS
Flow Traders U.S.
New York
-$1.8M
3
Wells Fargo
Wells Fargo
California
-$1.75M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.32M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
26
Pacific Financial Group
Washington
$5.16M +$61.6K +773 +1%
BWM
27
Benchmark Wealth Management
Connecticut
$4.41M +$1.91K +24 +0%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$4.3M +$610K +7,662 +17%
WCAMG
29
Woodard & Company Asset Management Group
North Carolina
$3.87M -$111K -1,394 -3%
KAS
30
Kestra Advisory Services
Texas
$3.79M +$384K +4,824 +11%
BFC
31
Bedel Financial Consulting
Indiana
$3.78M +$82.1K +1,031 +2%
HighTower Advisors
32
HighTower Advisors
Illinois
$3.47M +$80 +1 +0%
Goldman Sachs
33
Goldman Sachs
New York
$3.46M – – –
FFA
34
Farther Finance Advisors
California
$3.4M +$3.17M +39,741 +1,347%
GA
35
Goldstein Advisors
Wisconsin
$3.13M +$138K +1,729 +5%
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$3.09M +$247K +3,096 +9%
SFS
37
Sowell Financial Services
Arkansas
$3.07M +$3.07M +38,539 New
BAMG
38
Brand Asset Management Group
Missouri
$2.9M +$34.3K +430 +1%
EH
39
Equitable Holdings
New York
$2.77M +$191K +2,401 +7%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$2.73M +$152K +1,909 +6%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$2.48M -$37.1K -458 -1%
MFG
42
Merit Financial Group
Georgia
$2.17M +$209K +2,618 +11%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$2.06M +$79.1K +993 +4%
FA
44
Flagstar Advisors
New York
$1.89M -$34.7K -436 -2%
Truist Financial
45
Truist Financial
North Carolina
$1.85M -$26.9K -338 -1%
UAG
46
United Advisor Group
Ohio
$1.82M +$264K +3,317 +17%
Cerity Partners
47
Cerity Partners
New York
$1.66M +$2.95K +37 +0.2%
WIA
48
World Investment Advisors
California
$1.52M -$132K -1,655 -8%
JSA
49
Jim Saulnier & Associates
Colorado
$1.42M -$122K -1,534 -8%
PCM
50
Parsons Capital Management
Rhode Island
$1.39M -$25.5K -320 -2%
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