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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

141 hedge funds and large institutions have $340M invested in iShares Morningstar Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+7
Holders Change %
+5.22%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
15
Increased
47
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$1.37M
2
FTUS
Flow Traders U.S.
New York
$1.31M
3
MFG
Merit Financial Group
Georgia
$1.19M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$16.8M
5
Wells Fargo
Wells Fargo
California
$13.1M

Top Sellers

1
W
Wealthquest
Ohio
$0
2
Morgan Stanley
Morgan Stanley
New York
$48M
3
OFG
OmniStar Financial Group
North Carolina
$1.38M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.08M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
76
Haverford Trust Company
Pennsylvania
$351K – – –
GLA
77
Good Life Advisors
Pennsylvania
$347K – – –
AHC
78
Adell Harriman & Carpenter
Texas
$345K +$345K +6,400 New
NA
79
NewEdge Advisors
Louisiana
$318K +$318K +5,900 New
ASN
80
Advisory Services Network
Georgia
$292K – – –
AW
81
ACG Wealth
Georgia
$269K – – –
PA
82
Procyon Advisors
Connecticut
$262K – – –
LNC
83
Lincoln National Corp
Pennsylvania
$255K -$7.51K -139 -3%
IWM
84
IHT Wealth Management
Illinois
$248K +$1.89K +35 +0.8%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$230K -$9.54K -177 -4%
WMA
86
Wealth Management Associates
New Jersey
$227K – – –
MA
87
Mutual Advisors
Nebraska
$225K +$8.34K +155 +4%
AIP
88
Ameritas Investment Partners
Nebraska
$220K – – –
MCM
89
MAI Capital Management
Ohio
$219K +$3.24K +60 +2%
CCA
90
Clearwater Capital Advisors
Illinois
$210K – – –
XF
91
XML Financial
Maryland
$206K – – –
APA
92
American Portfolios Advisors
New York
$206K – – –
WWM
93
Windsor Wealth Management
Indiana
$200K – – –
BC
94
Barrett & Company
Rhode Island
$182K +$182K +3,095 New
FCA
95
FinTrust Capital Advisors
South Carolina
$174K – – –
CTB
96
Country Trust Bank
Illinois
$168K – – –
FMII
97
Farmers & Merchants Investments Inc
Nebraska
$162K – – –
Franklin Resources
98
Franklin Resources
California
$162K – – –
FP
99
Financial Perspectives
Minnesota
$153K +$46.6K +864 +44%
Citigroup
100
Citigroup
New York
$152K -$17.4K -323 -10%
2 3
4
5 6