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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

151 hedge funds and large institutions have $376M invested in iShares Morningstar Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
40
Reduced
48
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$68.4M
2
Morgan Stanley
Morgan Stanley
New York
$55.5M
3
MMA
Miracle Mile Advisors
California
$2.54M
4
MIC
Means Investment Company
Maine
$2.19M
5
RA
RFG Advisory
Alabama
$682K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$5.28M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.77M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
FTUS
Flow Traders U.S.
New York
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$810K -$5.87K -100 -0.7%
NL
52
NWAM LLC
Washington
$800K +$90.4K +1,541 +13%
PFGIA
53
Patriot Financial Group Insurance Agency
Massachusetts
$775K +$88.7K +1,511 +13%
EAM
54
Empirical Asset Management
Massachusetts
$768K -$65.1K -1,110 -8%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$741K -$2.17K -37 -0.3%
SAM
56
S.A. Mason
Michigan
$737K -$73.7K -1,257 -9%
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$728K – – –
CFGS
58
Concourse Financial Group Securities
Alabama
$724K -$2K -34 -0.3%
RJT
59
Raymond James Trust
Florida
$701K – – –
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$698K -$79.5K -1,355 -10%
RA
61
RFG Advisory
Alabama
$682K +$682K +10,574 New
AC
62
Apella Capital
Connecticut
$677K – – –
SAM
63
Summit Asset Management
Tennessee
$669K -$1.94K -33 -0.3%
PVAMC
64
PPS&V Asset Management Consultants
Michigan
$660K +$660K +11,243 New
T
65
TrueFG
Texas
$606K -$2.46K -42 -0.4%
LCM
66
Liberty Capital Management
Michigan
$598K – – –
Stifel Financial
67
Stifel Financial
Missouri
$581K +$2.52K +43 +0.4%
SPC
68
Sigma Planning Corp
Michigan
$577K -$1.12K -19 -0.2%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$540K +$290K +4,934 +116%
WWM
70
Western Wealth Management
Colorado
$502K -$272K -4,630 -35%
DWMG
71
DB Wealth Management Group
California
$499K +$9.68K +165 +2%
IWC
72
Integrated Wealth Concepts
Massachusetts
$497K -$17.9K -305 -3%
AIP
73
Ameritas Investment Partners
Nebraska
$437K +$197K +3,364 +82%
Mariner
74
Mariner
Kansas
$414K -$72K -1,228 -15%
KWM
75
Kaydan Wealth Management
Michigan
$388K – – –
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