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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

168 hedge funds and large institutions have $477M invested in iShares Morningstar Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
2.44%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
50
Reduced
47
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10.1M
2
UBS Group
UBS Group
Switzerland
+$2.91M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.37M
4
SOS
Silver Oak Securities
Tennessee
+$1.32M
5
MIC
Means Investment Company
Maine
+$1.22M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$65.5M
2
RJA
Raymond James & Associates
Florida
-$3.55M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$993K
4
Ameriprise
Ameriprise
Minnesota
-$755K
5
LPL Financial
LPL Financial
California
-$667K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$1.07M +$109K +1,495 +11%
MMA
52
Miracle Mile Advisors
California
$1.06M -$34.7K -477 -3%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$1.01M – – –
JWCA
54
J.W. Cole Advisors
Florida
$989K -$39.7K -545 -4%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$965K +$928K +12,745 +2,544%
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$897K – – –
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$875K – – –
CFGS
58
Concourse Financial Group Securities
Alabama
$845K -$17.3K -237 -2%
AC
59
Apella Capital
Connecticut
$831K – – –
SAM
60
S.A. Mason
Michigan
$821K +$37.5K +515 +5%
AWM
61
Apollon Wealth Management
South Carolina
$789K – – –
NL
62
NWAM LLC
Washington
$772K -$129K -1,829 -14%
T
63
TrueFG
Texas
$756K -$2.19K -30 -0.3%
LCM
64
Liberty Capital Management
Michigan
$743K – – –
SAM
65
Summit Asset Management
Tennessee
$718K – – –
DAS
66
Diversify Advisory Services
Utah
$650K +$650K +8,985 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$539K +$69.4K +953 +15%
Mariner
68
Mariner
Kansas
$537K +$364 +5 +0.1%
IWC
69
Integrated Wealth Concepts
Massachusetts
$534K -$80.4K -1,104 -13%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$497K -$2.18K -30 -0.4%
AIP
71
Ameritas Investment Partners
Nebraska
$485K -$38K -522 -7%
TSW
72
Three Seasons Wealth
Utah
$477K – – –
HTC
73
Haverford Trust Company
Pennsylvania
$475K – – –
KWM
74
Kaydan Wealth Management
Michigan
$470K – – –
RJT
75
Raymond James Trust
Florida
$439K +$63.1K +866 +17%
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3
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