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iShares Morningstar Mid-Cap ETF
IMCB

186 hedge funds and large institutions have $542M invested in iShares Morningstar Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 56 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $489M → $542M (+$53M)

3% more funds holding

Funds holding: 180 → 186 (+6)

5% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 56

2.01% less ownership

Funds ownership: 55.99% → 53.99% (-2%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
186
Holders Change
+6
Holders Change %
+3.33%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
59
Reduced
56
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$7.28M
2
TC
TownSquare Capital
Utah
+$2.8M
3
MML Investors Services
MML Investors Services
Massachusetts
+$1.61M
4
MTC
Matrix Trust Company
Colorado
+$1.45M
5
SCM
Steele Capital Management
Iowa
+$1.45M

Top Sellers

Rank Fund Capital Flow
1
WCAMG
Woodard & Company Asset Management Group
North Carolina
-$4.2M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$1.94M
3
Goldman Sachs
Goldman Sachs
New York
-$1.44M
4
Ameriprise
Ameriprise
Minnesota
-$1.22M
5
SOS
Silver Oak Securities
Tennessee
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$1.27M +$1.21M +16,704 New
PGWM
52
Pitti Group Wealth Management
New York
$1.22M – – –
RW
53
Rede Wealth
Virginia
$1.21M -$138K -1,907 -11%
Corient Private Wealth
54
Corient Private Wealth
Florida
$1.19M -$1.94M -26,724 -63%
DAS
55
Diversify Advisory Services
Utah
$1.14M -$22.3K -307 -2%
GRP
56
Global Retirement Partners
California
$1.13M -$267K -3,680 -20%
JSA
57
Jim Saulnier & Associates
Colorado
$1.12M +$1.07M +14,777 New
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$1.02M -$27.6K -380 -3%
MMA
59
Miracle Mile Advisors
California
$1M -$33.5K -462 -3%
JWCA
60
J.W. Cole Advisors
Florida
$961K +$436 +6 +0%
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$943K – – –
NL
62
NWAM LLC
Washington
$939K +$897K +12,353 New
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$904K – – –
SAM
64
S.A. Mason
Michigan
$891K +$10.5K +144 +1%
AA
65
Axiom Advisory
California
$874K +$16K +220 +2%
AC
66
Apella Capital
Connecticut
$871K – – –
SC
67
Savant Capital
Illinois
$867K +$828K +11,404 New
AWM
68
Apollon Wealth Management
South Carolina
$824K – – –
CFGS
69
Concourse Financial Group Securities
Alabama
$789K -$87.8K -1,209 -10%
LCM
70
Liberty Capital Management
Michigan
$775K – – –
GLA
71
Good Life Advisors
Pennsylvania
$772K +$369K +5,076 +100%
SAM
72
Summit Asset Management
Tennessee
$749K – – –
T
73
TrueFG
Texas
$729K -$10K -138 -1%
OMC
74
Old Mission Capital
Illinois
$711K +$679K +9,357 New
Fidelity Investments
75
Fidelity Investments
Massachusetts
$606K +$15.2K +210 +3%
1 2
3
4 5

IMCB Hedge Fund Activity: Q3 2024 in Review

186 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q3 2024, worth a combined $542M — up 11% from $489M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IMCB positions and 8 closed out — a net gain of 9 holders — while 59 added to existing stakes and 56 trimmed.

The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $7.28M. The largest seller was Woodard & Company Asset Management Group, cutting an estimated $4.2M.

  • 186 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q3 2024, up from 180 in Q2 2024.
  • Funds reported $542M of iShares Morningstar Mid-Cap ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 17 funds opened new iShares Morningstar Mid-Cap ETF positions in Q3 2024 and 8 closed out, a net change of +9 holders.
  • The largest iShares Morningstar Mid-Cap ETF buyer in Q3 2024 was Aptus Capital Advisors, an estimated $7.28M added.
  • The largest iShares Morningstar Mid-Cap ETF seller in Q3 2024 was Woodard & Company Asset Management Group, an estimated $4.2M sold.

Based on aggregated 13F filings for Q3 2024.