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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

185 hedge funds and large institutions have $540M invested in iShares Morningstar Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 56 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+6
Holders Change %
+3.35%
% of All Funds
2.68%
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
58
Reduced
56
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$7.63M
2
TC
TownSquare Capital
Utah
+$2.93M
3
MML Investors Services
MML Investors Services
Massachusetts
+$1.69M
4
SCM
Steele Capital Management
Iowa
+$1.52M
5
MTC
Matrix Trust Company
Colorado
+$1.51M

Top Sellers

1
WCAMG
Woodard & Company Asset Management Group
North Carolina
-$4.4M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$2.03M
3
Goldman Sachs
Goldman Sachs
New York
-$1.51M
4
Ameriprise
Ameriprise
Minnesota
-$1.28M
5
LPL Financial
LPL Financial
California
-$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGWM
51
Pitti Group Wealth Management
New York
$1.22M – – –
RW
52
Rede Wealth
Virginia
$1.21M -$145K -1,907 -11%
Corient Private Wealth
53
Corient Private Wealth
Florida
$1.19M -$2.03M -26,724 -63%
DAS
54
Diversify Advisory Services
Utah
$1.14M -$23.6K -307 -2%
GRP
55
Global Retirement Partners
California
$1.13M -$280K -3,680 -20%
JSA
56
Jim Saulnier & Associates
Colorado
$1.12M +$1.12M +14,777 New
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$1.02M -$28.9K -380 -3%
MMA
58
Miracle Mile Advisors
California
$1M -$35.1K -462 -3%
JWCA
59
J.W. Cole Advisors
Florida
$961K +$456 +6 +0%
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$943K – – –
NL
61
NWAM LLC
Washington
$939K +$939K +12,353 New
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$904K – – –
SAM
63
S.A. Mason
Michigan
$891K +$10.9K +144 +1%
AA
64
Axiom Advisory
California
$874K +$16K +220 +2%
AC
65
Apella Capital
Connecticut
$871K – – –
SC
66
Savant Capital
Illinois
$867K +$867K +11,404 New
AWM
67
Apollon Wealth Management
South Carolina
$824K – – –
CFGS
68
Concourse Financial Group Securities
Alabama
$789K -$91.9K -1,209 -10%
LCM
69
Liberty Capital Management
Michigan
$775K – – –
GLA
70
Good Life Advisors
Pennsylvania
$772K +$386K +5,076 +100%
SAM
71
Summit Asset Management
Tennessee
$749K – – –
T
72
TrueFG
Texas
$729K -$10.5K -138 -1%
OMC
73
Old Mission Capital
Illinois
$711K +$711K +9,357 New
Fidelity Investments
74
Fidelity Investments
Massachusetts
$606K +$16K +210 +3%
FNWA
75
Financial Network Wealth Advisors
Utah
$587K -$17.9K -235 -3%
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