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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

124 hedge funds and large institutions have $401M invested in iShares Morningstar Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 7 closing their positions.

Holders
124
Holders Change
+5
Holders Change %
+4.2%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
15
Increased
39
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
1
Beacon Pointe Advisors
California
$2.99M
2
UBS Group
2
UBS Group
Switzerland
$67.7M
3
Jane Street
3
Jane Street
New York
$2.09M
4
NA
4
NewEdge Advisors
Louisiana
$1.95M
5
Wells Fargo
5
Wells Fargo
California
$16.1M

Top Sellers

1
MTC
1
Matrix Trust Company
Colorado
$10.5M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$64.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$27M
5
Ameriprise
5
Ameriprise
Minnesota
$9.98M
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
76
Clearwater Capital Advisors
Illinois
$263K 3,956 – –
XF
77
XML Financial
Maryland
$255K 3,828 – –
WWM
78
Windsor Wealth Management
Indiana
$245K 3,632 – –
MA
79
Mutual Advisors
Nebraska
$243K 3,648 -68 -2%
RSWM
80
Robertson Stephens Wealth Management
California
$236K 3,560 – –
IA
81
IFG Advisory
Georgia
$225K 3,392 +12 +0.4%
OIA
82
OneDigital Investment Advisors
Kansas
$216K 3,250 – –
IF
83
Ironwood Financial
Arizona
$211K 3,172 – –
CTB
84
Country Trust Bank
Illinois
$210K 3,156 – –
FCA
85
FinTrust Capital Advisors
South Carolina
$207K 3,104 – –
NFG
86
Next Financial Group
Texas
$206K 3,100 +249 +9%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$204K 3,061 +1 +0%
Comerica Bank
88
Comerica Bank
Texas
$204K 2,877 +2,877 New
HI
89
Harbour Investments
Wisconsin
$201K 3,026 -808 -21%
FMII
90
Farmers & Merchants Investments Inc
Nebraska
$200K 3,012 – –
Franklin Resources
91
Franklin Resources
California
$200K 3,000 – –
US Bancorp
92
US Bancorp
Minnesota
$195K 2,925 -84 -3%
GWM
93
Geneos Wealth Management
Colorado
$195K 2,902 +210 +8%
EI
94
Ellevest Inc
New York
$183K 2,757 -839 -23%
EWM
95
EPG Wealth Management
Georgia
$168K 2,520 +2,520 New
MPCG
96
Matrix Private Capital Group
New York
$157K 2,352 +41 +2%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$149K 2,239 +4 +0.2%
CFA
98
Carroll Financial Associates
North Carolina
$123K 1,860 – –
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$109K 1,584 +1,584 New
SFPG
100
Stonebridge Financial Planning Group
Florida
$86K 1,200 – –
2 3
4
5 6