IMCB icon

iShares Morningstar Mid-Cap ETF

119 hedge funds and large institutions have $414M invested in iShares Morningstar Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 106 increasing their positions, 4 reducing their positions, and 6 closing their positions.

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
106
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
APWA
101
Atlas Private Wealth Advisors
New Jersey
$76K 1,138 +849 +294%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$69K 1,030 +910 +758%
HS
103
Horan Securities
United States
$50K 741 +556 +301%
AssetMark Inc
104
AssetMark Inc
California
$49K 729 +729 New
FP
105
Financial Perspectives
Minnesota
$48.5K 724 -22,704 -97%
AFS
106
Annapolis Financial Services
Maryland
$47K 700 +525 +300%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$36K 536 +402 +300%
SIM
108
Sonora Investment Management
Arizona
$30K 440 +330 +300%
PCG
109
Private Capital Group
Connecticut
$29K 438 +329 +302%
TFGT
110
TS Financial Group (TSFG)
Illinois
$28K 420 +315 +300%
WT
111
Washington Trust
Rhode Island
$28K 420 +420 New
GI
112
Gradient Investments
Minnesota
$20K 304 +228 +300%
SIS
113
Sound Income Strategies
Florida
$19K 280 +280 New
MFT
114
Moisand Fitzgerald Tamayo
Florida
$13K 200 +200 New
GEA
115
Glen Eagle Advisors
New Jersey
$12.3K 184 +138 +300%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$12K 184 +138 +300%
WTC
117
WhitTier Trust Company
Nevada
$5K 68 +51 +300%
PA
118
Parallel Advisors
California
$5K 76 +57 +300%
IFAM
119
Institutional & Family Asset Management
Colorado
$4K 56 +42 +300%
ADL
120
Asset Dedication LLC
California
$3K 41 +31 +310%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
-13,534 Closed
KWM
122
Kingsview Wealth Management
Oregon
-2,733 Closed
AIC
123
Archer Investment Corporation
Indiana
-61 Closed
AIC
124
Ameritas Investment Company
Nebraska
-60 Closed
MF
125
Manchester Financial
California
-34 Closed