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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

182 hedge funds and large institutions have $568M invested in iShares Morningstar Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-3
Holders Change %
-1.62%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
56
Reduced
55
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$20.8M
2
SWP
Stratos Wealth Partners
Ohio
+$4.49M
3
EE
EWG Elevate
California
+$3.23M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.83M
5
LPL Financial
LPL Financial
California
+$1.44M

Top Sellers

1
TC
TownSquare Capital
Utah
-$42.7M
2
PWG
Portside Wealth Group
Utah
-$1.92M
3
Ameriprise
Ameriprise
Minnesota
-$1.09M
4
NL
NWAM LLC
Washington
-$939K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$897K
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
76
Capital Planning Advisors
California
$534K +$87K +1,143 +19%
IWC
77
Integrated Wealth Concepts
Massachusetts
$522K -$8.61K -113 -2%
AIP
78
Ameritas Investment Partners
Nebraska
$511K -$14.7K -193 -3%
CFD
79
Creative Financial Designs
Indiana
$500K +$61.2K +804 +14%
HTC
80
Haverford Trust Company
Pennsylvania
$496K – – –
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$475K – – –
IAA
82
Independent Advisor Alliance
North Carolina
$474K +$474K +6,220 New
SC
83
Savant Capital
Illinois
$465K -$403K -5,296 -46%
PJWM
84
Philip James Wealth Mangement
Georgia
$459K +$1.83K +24 +0.4%
AHC
85
Adell Harriman & Carpenter
Texas
$449K – – –
FF
86
Financial Futures
New Jersey
$425K – – –
KWM
87
Kaydan Wealth Management
Michigan
$411K – – –
Comerica Bank
88
Comerica Bank
Texas
$406K +$93.6K +1,229 +30%
GLA
89
Good Life Advisors
Pennsylvania
$387K -$387K -5,076 -50%
PA
90
Procyon Advisors
Connecticut
$380K +$11K +144 +3%
FP
91
Financial Perspectives
Minnesota
$378K +$16.1K +212 +4%
PI
92
PFG Investments
New York
$375K -$77.2K -1,014 -17%
NRI
93
NFP Retirement Inc
California
$366K – – –
IWM
94
IHT Wealth Management
Illinois
$365K -$609 -8 -0.2%
4WM
95
49 Wealth Management
Texas
$362K +$1.45K +19 +0.4%
TSW
96
Three Seasons Wealth
Utah
$361K -$131K -1,724 -27%
MA
97
Mutual Advisors
Nebraska
$355K – – –
PWS
98
Proactive Wealth Strategies
Georgia
$324K +$1.29K +17 +0.4%
Citigroup
99
Citigroup
New York
$322K -$305 -4 -0.1%
LSA
100
Lion Street Advisors
Texas
$320K -$63.6K -835 -17%
2 3
4
5 6