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iShares Morningstar Mid-Cap ETF
IMCB

191 hedge funds and large institutions have $739M invested in iShares Morningstar Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

60% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 43

8% more capital invested

Capital invested by funds: $684M → $739M (+$54.9M)

4% more funds holding

Funds holding: 183 → 191 (+8)

0.94% less ownership

Funds ownership: 62.35% → 61.41% (-0.94%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
191
Holders Change
+8
Holders Change %
+4.37%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
28
Increased
69
Reduced
43
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.03M
2
MIC
Means Investment Company
Maine
+$7.5M
3
SWP
Stratos Wealth Partners
Ohio
+$6.63M
4
VA
VestGen Advisors
Illinois
+$5.62M
5
Ameriprise
Ameriprise
Minnesota
+$4.78M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$16M
2
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$3.09M
3
LPL Financial
LPL Financial
California
-$2.2M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$1.88M
5
WIA
World Investment Advisors
California
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
76
Opulen Financial Group
Virginia
$594K -$81.3K -997 -12%
Mariner
77
Mariner
Kansas
$591K – – –
IWC
78
Integrated Wealth Concepts
Massachusetts
$570K +$326 +4 +0.1%
TSW
79
Three Seasons Wealth
Utah
$561K +$168K +2,063 +44%
Jones Financial Companies
80
Jones Financial Companies
Missouri
$556K +$190K +2,334 +53%
AFG
81
Atomi Financial Group
New York
$551K +$541K +6,637 New
HTC
82
Haverford Trust Company
Pennsylvania
$545K +$3.26K +40 +0.6%
MA
83
Mutual Advisors
Nebraska
$540K +$161K +1,976 +44%
FP
84
Financial Perspectives
Minnesota
$530K +$20K +245 +4%
PI
85
PFG Investments
New York
$511K -$16.3K -200 -3%
Comerica Bank
86
Comerica Bank
Texas
$500K -$4.81K -59 -1%
FF
87
Financial Futures
New Jersey
$464K – – –
IWM
88
IHT Wealth Management
Illinois
$457K +$64.9K +796 +17%
MFGM
89
Marshall Financial Group (Maryland)
Maryland
$452K -$13.2K -162 -3%
CIBC Private Wealth Group
90
CIBC Private Wealth Group
Georgia
$448K -$153K -1,870 -26%
KWM
91
Kaydan Wealth Management
Michigan
$448K – – –
GWM
92
Geneos Wealth Management
Colorado
$445K +$71.8K +880 +20%
SWM
93
Steinberganna Wealth Management
New York
$443K +$435K +5,333 New
HPM
94
Hoxton Planning & Management
West Virginia
$417K -$67K -821 -14%
VT
95
Vise Technologies
New York
$413K – – –
4WM
96
49 Wealth Management
Texas
$399K +$1.47K +18 +0.4%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$399K +$392K +4,808 New
NRI
98
NFP Retirement Inc
California
$399K – – –
Citigroup
99
Citigroup
New York
$389K +$47.7K +585 +14%
SC
100
Savant Capital
Illinois
$383K -$55.2K -677 -13%
2 3
4
5 6

IMCB Hedge Fund Activity: Q3 2025 in Review

191 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q3 2025, worth a combined $739M — up 8% from $684M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IMCB positions and 13 closed out — a net gain of 15 holders — while 69 added to existing stakes and 43 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $8.03M. The largest seller was Commonwealth Equity Services, cutting an estimated $16M.

  • 191 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q3 2025, up from 183 in Q2 2025.
  • Funds reported $739M of iShares Morningstar Mid-Cap ETF stock for Q3 2025, up 8% quarter-over-quarter.
  • 28 funds opened new iShares Morningstar Mid-Cap ETF positions in Q3 2025 and 13 closed out, a net change of +15 holders.
  • The largest iShares Morningstar Mid-Cap ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $8.03M added.
  • The largest iShares Morningstar Mid-Cap ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2025.