IMCB icon

iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

182 hedge funds and large institutions have $684M invested in iShares Morningstar Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+8
Holders Change %
+4.6%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
68
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFD
Creative Financial Designs
Indiana
$12.2M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$6.5M
3
Morgan Stanley
Morgan Stanley
New York
$100M
4
UBS Group
UBS Group
Switzerland
$104M
5
LPL Financial
LPL Financial
California
$39.7M

Top Sellers

1
AWS
Atria Wealth Solutions
New York
$695K
2
FTUS
Flow Traders U.S.
New York
$0
3
Wells Fargo
Wells Fargo
California
$6.5M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$30.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AHC
101
Adell Harriman & Carpenter
Texas
$343K – – –
PWS
102
Proactive Wealth Strategies
Georgia
$339K +$1.12K +14 +0.3%
Citigroup
103
Citigroup
New York
$327K -$7.01K -88 -2%
SDWMA
104
Schneider Downs Wealth Management Advisors
Pennsylvania
$323K +$323K +4,053 New
EWA
105
Evolution Wealth Advisors
Florida
$319K – – –
SPC
106
Sigma Planning Corp
Michigan
$312K +$319 +4 +0.1%
GT
107
Glenview Trust
Kentucky
$310K – – –
APWA
108
Atlas Private Wealth Advisors
New Jersey
$309K -$165K -2,074 -35%
PVAMC
109
PPS&V Asset Management Consultants
Michigan
$307K – – –
SWGC
110
Summit Wealth Group (Colorado)
Colorado
$305K +$305K +3,825 New
WMA
111
Wealth Management Associates
New Jersey
$304K – – –
XF
112
XML Financial
Maryland
$298K -$3.74K -47 -1%
RSWM
113
Robertson Stephens Wealth Management
California
$284K – – –
TSWM
114
Tyler-Stone Wealth Management
Ohio
$281K – – –
CCA
115
Clearwater Capital Advisors
Illinois
$275K – – –
BC
116
Barrett & Company
Rhode Island
$256K +$876 +11 +0.3%
DA
117
Detalus Advisors
Missouri
$254K +$16.3K +205 +7%
FIA
118
Foundations Investment Advisors
Arizona
$252K – – –
EFA
119
Edge Financial Advisors
Illinois
$250K +$250K +3,114 New
SAM
120
Silvercrest Asset Management
New York
$246K – – –
RA
121
RFG Advisory
Alabama
$243K -$9.88K -124 -4%
FMII
122
Farmers & Merchants Investments Inc
Nebraska
$240K – – –
PAG
123
Private Advisor Group
New Jersey
$230K +$10.6K +133 +5%
LSA
124
Lion Street Advisors
Texas
$229K -$52.2K -655 -19%
AWA
125
Arete Wealth Advisors
Illinois
$216K +$239 +3 +0.1%
3 4
5
6 7