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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

154 hedge funds and large institutions have $390M invested in iShares Morningstar Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
154
Holders Change
+6
Holders Change %
+4.05%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
47
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.92M
2
CAN
2
Cetera Advisor Networks
California
$7.7M
3
AssetMark Inc
3
AssetMark Inc
California
$1.5M
4
SOS
4
Silver Oak Securities
Tennessee
$1.04M
5
MIC
5
Means Investment Company
Maine
$3.94M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$13M
2
Morgan Stanley
2
Morgan Stanley
New York
$57M
3
RJA
3
Raymond James & Associates
Florida
$16.5M
4
CFGS
4
Concourse Financial Group Securities
Alabama
$798K
5
MMA
5
Miracle Mile Advisors
California
$1.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
76
Mariner
Kansas
$394K 6,232 – –
DWA
77
Divergent Wealth Advisors
Utah
$392K 6,189 – –
AHC
78
Adell Harriman & Carpenter
Texas
$374K 5,900 – –
TRCT
79
Tower Research Capital (TRC)
New York
$364K 5,752 +580 +11%
ASN
80
Advisory Services Network
Georgia
$363K 5,728 – –
FF
81
Financial Futures
New Jersey
$360K 5,683 -923 -14%
GLA
82
Good Life Advisors
Pennsylvania
$347K 5,476 -796 -13%
SPC
83
Sigma Planning Corp
Michigan
$327K 5,172 -3,798 -42%
PI
84
PFG Investments
New York
$315K 4,974 +4,974 New
PA
85
Procyon Advisors
Connecticut
$311K 4,911 – –
TC
86
TownSquare Capital
Utah
$309K 4,888 +723 +17%
LNC
87
Lincoln National Corp
Pennsylvania
$296K 4,676 -480 -9%
BRWA
88
B. Riley Wealth Advisors
Florida
$294K 4,646 +4,646 New
WWM
89
Windsor Wealth Management
Indiana
$289K 4,568 +936 +26%
IWM
90
IHT Wealth Management
Illinois
$286K 4,521 -494 -10%
WMA
91
Wealth Management Associates
New Jersey
$267K 4,222 – –
MCM
92
MAI Capital Management
Ohio
$262K 4,140 – –
MA
93
Mutual Advisors
Nebraska
$251K 3,965 -329 -8%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$247K 3,904 -4,999 -56%
FP
95
Financial Perspectives
Minnesota
$247K 3,895 +283 +8%
GT
96
Glenview Trust
Kentucky
$246K 3,887 – –
MCCP
97
Mission Creek Capital Partners
California
$246K 3,886 +3,886 New
XF
98
XML Financial
Maryland
$242K 3,828 – –
CCA
99
Clearwater Capital Advisors
Illinois
$231K 3,646 -250 -6%
WWM
100
Western Wealth Management
Colorado
$229K 3,615 -3,380 -48%
2 3
4
5 6