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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

148 hedge funds and large institutions have $423M invested in iShares Morningstar Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+7
Holders Change %
+4.96%
% of All Funds
2.34%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
23
Increased
41
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WCAMG
Woodard & Company Asset Management Group
North Carolina
+$6.82M
2
PFG
Pacific Financial Group
Washington
+$6.54M
3
GIA
Gladstone Institutional Advisory
Florida
+$6.34M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$3.17M
5
LPL Financial
LPL Financial
California
+$2.95M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.23M
2
Morgan Stanley
Morgan Stanley
New York
-$4.04M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.28M
4
SFS
Sowell Financial Services
Arkansas
-$2.11M
5
NA
NewEdge Advisors
Louisiana
-$2.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
51
Summit Asset Management
Tennessee
$876K – – –
PGWM
52
Pitti Group Wealth Management
New York
$862K +$353K +5,250 +69%
SFG
53
Sunburst Financial Group
Alabama
$862K +$862K +12,802 New
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$843K +$449K +6,679 +114%
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$835K – – –
CFGS
56
Concourse Financial Group Securities
Alabama
$816K +$13.4K +199 +2%
AC
57
Apella Capital
Connecticut
$776K – – –
AWS
58
Atria Wealth Solutions
New York
$754K +$754K +11,204 New
SPC
59
Sigma Planning Corp
Michigan
$725K +$15.6K +232 +2%
FTUS
60
Flow Traders U.S.
New York
$706K -$740K -10,994 -51%
LCM
61
Liberty Capital Management
Michigan
$686K – – –
Stifel Financial
62
Stifel Financial
Missouri
$669K +$3.36K +50 +0.5%
TRCT
63
Tower Research Capital (TRC)
New York
$651K +$120K +1,784 +23%
IWC
64
Integrated Wealth Concepts
Massachusetts
$588K -$4.04K -60 -0.7%
SWM
65
SeaCrest Wealth Management
New York
$511K -$2.29K -34 -0.4%
DWMG
66
DB Wealth Management Group
California
$487K -$6.73K -100 -1%
FF
67
Financial Futures
New Jersey
$484K – – –
KWM
68
Kaydan Wealth Management
Michigan
$451K -$144K -2,133 -24%
AHC
69
Adell Harriman & Carpenter
Texas
$446K – – –
HTC
70
Haverford Trust Company
Pennsylvania
$439K – – –
GLA
71
Good Life Advisors
Pennsylvania
$433K – – –
Jane Street
72
Jane Street
New York
$388K +$388K +5,759 New
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$381K -$565K -8,392 -60%
ASN
74
Advisory Services Network
Georgia
$364K -$10.1K -150 -3%
LNC
75
Lincoln National Corp
Pennsylvania
$343K -$39.2K -583 -10%
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