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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
$12.2M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$6.5M
3
Morgan Stanley
Morgan Stanley
New York
$100M
4
UBS Group
UBS Group
Switzerland
$104M
5
LPL Financial
LPL Financial
California
$39.7M

Top Sellers

1
AWS
Atria Wealth Solutions
New York
$695K
2
FTUS
Flow Traders U.S.
New York
$0
3
Wells Fargo
Wells Fargo
California
$6.5M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$30.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PGWM
51
Pitti Group Wealth Management
New York
$1.31M -$35.9K -451 -3%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$1.17M -$168K -2,104 -13%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$1.11M +$41K +515 +4%
JWCA
54
J.W. Cole Advisors
Florida
$1.05M +$20.4K +256 +2%
Citadel Advisors
55
Citadel Advisors
Florida
$990K +$990K +12,425 New
ASN
56
Advisory Services Network
Georgia
$978K -$72.6K -897 -7%
GRP
57
Global Retirement Partners
California
$951K +$951K +11,938 New
SAM
58
S.A. Mason
Michigan
$950K +$4.7K +59 +0.5%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$929K +$40.6K +510 +5%
AC
60
Apella Capital
Connecticut
$928K – – –
AWM
61
Apollon Wealth Management
South Carolina
$863K – – –
RW
62
Rede Wealth
Virginia
$832K +$24.1K +303 +3%
LCM
63
Liberty Capital Management
Michigan
$813K – – –
SAM
64
Summit Asset Management
Tennessee
$785K – – –
Corient Private Wealth
65
Corient Private Wealth
Florida
$753K +$128K +1,602 +20%
AIP
66
Ameritas Investment Partners
Nebraska
$747K +$213K +2,671 +40%
T
67
TrueFG
Texas
$743K -$5.26K -66 -0.7%
DAS
68
Diversify Advisory Services
Utah
$706K -$22.3K -276 -3%
AWS
69
Atria Wealth Solutions
New York
$695K -$3.74M -47,006 -84%
MMA
70
Miracle Mile Advisors
California
$679K -$157K -1,973 -19%
OFG
71
Opulen Financial Group
Virginia
$649K -$22.5K -282 -3%
CPA
72
Capital Planning Advisors
California
$634K +$37.4K +470 +6%
HH
73
Hilltop Holdings
Texas
$611K +$611K +7,671 New
TWP
74
Triad Wealth Partners
Kansas
$608K +$608K +7,632 New
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$579K -$179K -2,241 -24%
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