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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

182 hedge funds and large institutions have $684M invested in iShares Morningstar Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+8
Holders Change %
+4.6%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
68
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFD
Creative Financial Designs
Indiana
$12.2M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$6.5M
3
Morgan Stanley
Morgan Stanley
New York
$100M
4
UBS Group
UBS Group
Switzerland
$104M
5
LPL Financial
LPL Financial
California
$39.7M

Top Sellers

1
AWS
Atria Wealth Solutions
New York
$695K
2
FTUS
Flow Traders U.S.
New York
$0
3
Wells Fargo
Wells Fargo
California
$6.5M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$30.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
76
Mariner
Kansas
$567K -$19.2K -241 -3%
CIC
77
Carnegie Investment Counsel
Ohio
$552K +$552K +6,935 New
IWC
78
Integrated Wealth Concepts
Massachusetts
$546K +$956 +12 +0.2%
HTC
79
Haverford Trust Company
Pennsylvania
$519K – – –
PI
80
PFG Investments
New York
$506K +$114K +1,431 +29%
M&T Bank
81
M&T Bank
New York
$491K +$201K +2,526 +69%
FP
82
Financial Perspectives
Minnesota
$489K +$19.4K +243 +4%
Comerica Bank
83
Comerica Bank
Texas
$484K +$28K +352 +6%
HPM
84
Hoxton Planning & Management
West Virginia
$465K +$465K +5,841 New
PJWM
85
Philip James Wealth Mangement
Georgia
$454K +$1.51K +19 +0.3%
MFGM
86
Marshall Financial Group (Maryland)
Maryland
$450K -$49.9K -621 -10%
FF
87
Financial Futures
New Jersey
$445K – – –
KWM
88
Kaydan Wealth Management
Michigan
$430K – – –
SC
89
Savant Capital
Illinois
$421K – – –
GLA
90
Good Life Advisors
Pennsylvania
$404K – – –
VT
91
Vise Technologies
New York
$397K +$397K +4,978 New
NRI
92
NFP Retirement Inc
California
$383K – – –
4WM
93
49 Wealth Management
Texas
$382K +$1.28K +16 +0.3%
IWM
94
IHT Wealth Management
Illinois
$375K -$1.2K -15 -0.3%
TSW
95
Three Seasons Wealth
Utah
$373K -$2.47K -31 -0.7%
MA
96
Mutual Advisors
Nebraska
$372K – – –
PA
97
Procyon Advisors
Connecticut
$366K +$558 +7 +0.2%
Creative Planning
98
Creative Planning
Kansas
$366K +$44.8K +562 +14%
GWM
99
Geneos Wealth Management
Colorado
$357K -$178K -2,240 -33%
Jones Financial Companies
100
Jones Financial Companies
Missouri
$348K +$79.9K +1,010 +30%
2 3
4
5 6