IMCB icon

iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

185 hedge funds and large institutions have $540M invested in iShares Morningstar Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 56 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+6
Holders Change %
+3.35%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
58
Reduced
56
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$7.63M
2
TC
TownSquare Capital
Utah
+$2.93M
3
MML Investors Services
MML Investors Services
Massachusetts
+$1.69M
4
SCM
Steele Capital Management
Iowa
+$1.52M
5
MTC
Matrix Trust Company
Colorado
+$1.51M

Top Sellers

1
WCAMG
Woodard & Company Asset Management Group
North Carolina
-$4.4M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$2.03M
3
Goldman Sachs
Goldman Sachs
New York
-$1.51M
4
Ameriprise
Ameriprise
Minnesota
-$1.28M
5
LPL Financial
LPL Financial
California
-$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
APWA
76
Atlas Private Wealth Advisors
New Jersey
$574K +$103K +1,352 +22%
Mariner
77
Mariner
Kansas
$560K +$76 +1 +0%
PAG
78
Private Advisor Group
New Jersey
$534K -$7.98K -105 -1%
IWC
79
Integrated Wealth Concepts
Massachusetts
$530K -$26.5K -348 -5%
AIP
80
Ameritas Investment Partners
Nebraska
$525K +$17.9K +236 +4%
HTC
81
Haverford Trust Company
Pennsylvania
$495K – – –
TSW
82
Three Seasons Wealth
Utah
$492K – – –
PJWM
83
Philip James Wealth Mangement
Georgia
$457K -$1.44K -19 -0.3%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$453K -$70.1K -921 -13%
PI
85
PFG Investments
New York
$451K +$76.7K +1,009 +20%
AHC
86
Adell Harriman & Carpenter
Texas
$449K – – –
CPA
87
Capital Planning Advisors
California
$446K +$56K +737 +14%
CFD
88
Creative Financial Designs
Indiana
$438K +$16.9K +222 +4%
FF
89
Financial Futures
New Jersey
$425K – – –
KWM
90
Kaydan Wealth Management
Michigan
$410K -$80.6K -1,060 -16%
Jane Street
91
Jane Street
New York
$397K +$168K +2,213 +74%
RJT
92
Raymond James Trust
Florida
$392K – – –
LSA
93
Lion Street Advisors
Texas
$383K -$23.6K -310 -6%
ASN
94
Advisory Services Network
Georgia
$379K – – –
AWAU
95
Alliance Wealth Advisors (Utah)
Utah
$375K +$12.2K +161 +3%
PA
96
Procyon Advisors
Connecticut
$368K – – –
NRI
97
NFP Retirement Inc
California
$365K – – –
DWA
98
Divergent Wealth Advisors
Utah
$365K – – –
IWM
99
IHT Wealth Management
Illinois
$365K -$1.37K -18 -0.4%
FP
100
Financial Perspectives
Minnesota
$362K +$21K +276 +6%
2 3
4
5 6