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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

141 hedge funds and large institutions have $340M invested in iShares Morningstar Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+7
Holders Change %
+5.22%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
15
Increased
47
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$1.37M
2
FTUS
Flow Traders U.S.
New York
$1.31M
3
MFG
Merit Financial Group
Georgia
$1.19M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$16.8M
5
Wells Fargo
Wells Fargo
California
$13.1M

Top Sellers

1
W
Wealthquest
Ohio
$0
2
Morgan Stanley
Morgan Stanley
New York
$48M
3
OFG
OmniStar Financial Group
North Carolina
$1.38M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.08M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$749K +$626K +11,624 +511%
SAM
52
S.A. Mason
Michigan
$745K -$66.4K -1,232 -8%
WWM
53
Western Wealth Management
Colorado
$731K -$220K -3,965 -23%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$714K +$221K +4,098 +45%
MIC
55
Means Investment Company
Maine
$702K +$302K +5,616 +76%
PGWM
56
Pitti Group Wealth Management
New York
$699K +$16.4K +305 +2%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$683K +$8.09K +150 +1%
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$668K – – –
CFGS
59
Concourse Financial Group Securities
Alabama
$667K -$2.86K -53 -0.4%
NL
60
NWAM LLC
Washington
$652K -$95.9K -1,778 -13%
RJT
61
Raymond James Trust
Florida
$644K -$279K -5,174 -30%
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$630K +$431K +7,997 +216%
AC
63
Apella Capital
Connecticut
$621K – – –
SAM
64
Summit Asset Management
Tennessee
$616K -$431 -8 -0.1%
TRCT
65
Tower Research Capital (TRC)
New York
$594K +$8.46K +157 +1%
T
66
TrueFG
Texas
$558K +$558K +10,363 New
LCM
67
Liberty Capital Management
Michigan
$550K – – –
Stifel Financial
68
Stifel Financial
Missouri
$532K +$3.61K +67 +0.7%
SPC
69
Sigma Planning Corp
Michigan
$531K -$16K -297 -3%
IWC
70
Integrated Wealth Concepts
Massachusetts
$473K +$1.24K +23 +0.3%
DWMG
71
DB Wealth Management Group
California
$450K +$36.8K +683 +9%
Mariner
72
Mariner
Kansas
$447K +$447K +8,292 New
Comerica Bank
73
Comerica Bank
Texas
$426K +$102K +1,815 +31%
FF
74
Financial Futures
New Jersey
$363K – – –
KWM
75
Kaydan Wealth Management
Michigan
$357K – – –
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3
4 5