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iShares Morningstar Mid-Cap ETF
IMCB

180 hedge funds and large institutions have $489M invested in iShares Morningstar Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

7% more funds holding

Funds holding: 168 → 180 (+12)

1.16% more ownership

Funds ownership: 54.84% → 55.99% (+1.2%)

2% more capital invested

Capital invested by funds: $477M → $489M (+$11.7M)

17% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 59

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
180
Holders Change
+12
Holders Change %
+7.14%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
49
Reduced
59
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TC
TownSquare Capital
Utah
+$36.9M
2
PWG
Portside Wealth Group
Utah
+$1.6M
3
Goldman Sachs
Goldman Sachs
New York
+$1.4M
4
MML Investors Services
MML Investors Services
Massachusetts
+$1.06M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.01M
2
LPL Financial
LPL Financial
California
-$1.86M
3
NL
NWAM LLC
Washington
-$772K
4
RJA
Raymond James & Associates
Florida
-$530K
5
BWM
Benchmark Wealth Management
Connecticut
-$510K
Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
76
Haverford Trust Company
Pennsylvania
$457K – – –
TSW
77
Three Seasons Wealth
Utah
$454K -$12.7K -180 -3%
KWM
78
Kaydan Wealth Management
Michigan
$452K – – –
APWA
79
Atlas Private Wealth Advisors
New Jersey
$435K +$437K +6,204 New
PJWM
80
Philip James Wealth Mangement
Georgia
$422K +$1.34K +19 +0.3%
AHC
81
Adell Harriman & Carpenter
Texas
$414K – – –
FF
82
Financial Futures
New Jersey
$392K -$10.8K -153 -3%
CFD
83
Creative Financial Designs
Indiana
$388K +$20.6K +293 +6%
ASN
84
Advisory Services Network
Georgia
$379K -$22.6K -321 -6%
LSA
85
Lion Street Advisors
Texas
$375K -$39.7K -564 -10%
RJT
86
Raymond James Trust
Florida
$361K -$61K -866 -14%
CPA
87
Capital Planning Advisors
California
$359K +$112K +1,593 +45%
GLA
88
Good Life Advisors
Pennsylvania
$356K – – –
PI
89
PFG Investments
New York
$345K -$3.38K -48 -1%
PVAMC
90
PPS&V Asset Management Consultants
Michigan
$340K – – –
PA
91
Procyon Advisors
Connecticut
$339K -$5K -71 -1%
IWM
92
IHT Wealth Management
Illinois
$337K -$2.19K -31 -0.6%
DWA
93
Divergent Wealth Advisors
Utah
$337K -$30.4K -432 -8%
NRI
94
NFP Retirement Inc
California
$337K -$30.4K -432 -8%
AWAU
95
Alliance Wealth Advisors (Utah)
Utah
$335K +$336K +4,774 New
4WM
96
49 Wealth Management
Texas
$329K +$333K +4,718 New
MA
97
Mutual Advisors
Nebraska
$327K -$2.04K -29 -0.6%
DWM
98
Diversify Wealth Management
Utah
$317K +$324K +4,601 New
FP
99
Financial Perspectives
Minnesota
$314K +$11.2K +159 +4%
MCM
100
MAI Capital Management
Ohio
$307K -$4.23K -60 -1%
2 3
4
5 6

IMCB Hedge Fund Activity: Q2 2024 in Review

180 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q2 2024, worth a combined $489M — up 2.4% from $477M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IMCB positions and 7 closed out — a net gain of 14 holders — while 49 added to existing stakes and 59 trimmed.

The largest buyer was TownSquare Capital, opening a new position worth an estimated $36.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.01M.

  • 180 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q2 2024, up from 168 in Q1 2024.
  • Funds reported $489M of iShares Morningstar Mid-Cap ETF stock for Q2 2024, up 2.4% quarter-over-quarter.
  • 21 funds opened new iShares Morningstar Mid-Cap ETF positions in Q2 2024 and 7 closed out, a net change of +14 holders.
  • The largest iShares Morningstar Mid-Cap ETF buyer in Q2 2024 was TownSquare Capital, an estimated $36.9M added.
  • The largest iShares Morningstar Mid-Cap ETF seller in Q2 2024 was Raymond James Financial Services Advisors, an estimated $4.01M sold.

Based on aggregated 13F filings for Q2 2024.