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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

168 hedge funds and large institutions have $477M invested in iShares Morningstar Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
2.44%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
50
Reduced
47
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10.1M
2
UBS Group
UBS Group
Switzerland
+$2.91M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.37M
4
SOS
Silver Oak Securities
Tennessee
+$1.32M
5
MIC
Means Investment Company
Maine
+$1.22M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$65.5M
2
RJA
Raymond James & Associates
Florida
-$3.55M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$993K
4
Ameriprise
Ameriprise
Minnesota
-$755K
5
LPL Financial
LPL Financial
California
-$667K
Name Holding Trade Value Shares
Change 		Shares
Change %
PJWM
76
Philip James Wealth Mangement
Georgia
$437K +$1.46K +20 +0.3%
MCCP
77
Mission Creek Capital Partners
California
$437K -$3.35K -46 -0.8%
AHC
78
Adell Harriman & Carpenter
Texas
$430K – – –
FF
79
Financial Futures
New Jersey
$418K – – –
ASN
80
Advisory Services Network
Georgia
$417K – – –
LSA
81
Lion Street Advisors
Texas
$397K – – –
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$386K -$993K -13,629 -72%
CFD
83
Creative Financial Designs
Indiana
$382K +$365K +5,013 +2,124%
DWA
84
Divergent Wealth Advisors
Utah
$381K -$69.5K -954 -15%
NRI
85
NFP Retirement Inc
California
$381K +$381K +5,235 New
GLA
86
Good Life Advisors
Pennsylvania
$370K – – –
PI
87
PFG Investments
New York
$362K +$362K +4,976 New
PA
88
Procyon Advisors
Connecticut
$358K – – –
PVAMC
89
PPS&V Asset Management Consultants
Michigan
$353K -$466K -6,392 -57%
IWM
90
IHT Wealth Management
Illinois
$353K -$2.77K -38 -0.8%
Comerica Bank
91
Comerica Bank
Texas
$340K -$128K -1,754 -27%
SPC
92
Sigma Planning Corp
Michigan
$339K +$339K +4,648 New
MA
93
Mutual Advisors
Nebraska
$331K +$17.3K +237 +5%
BRWA
94
B. Riley Wealth Advisors
Florida
$331K +$44.3K +738 +15%
LNC
95
Lincoln National Corp
Pennsylvania
$328K +$73 +1 +0%
MCM
96
MAI Capital Management
Ohio
$323K +$21.8K +300 +7%
M&T Bank
97
M&T Bank
New York
$318K -$62K -851 -16%
FP
98
Financial Perspectives
Minnesota
$315K +$8.52K +117 +3%
AA
99
Addison Advisors
Vermont
$295K – – –
EWA
100
Evolution Wealth Advisors
Florida
$291K +$291K +4,000 New
2 3
4
5 6