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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

124 hedge funds and large institutions have $401M invested in iShares Morningstar Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 7 closing their positions.

Holders
124
Holders Change
+5
Holders Change %
+4.2%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
15
Increased
39
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
1
Beacon Pointe Advisors
California
$2.99M
2
UBS Group
2
UBS Group
Switzerland
$67.7M
3
Jane Street
3
Jane Street
New York
$2.09M
4
NA
4
NewEdge Advisors
Louisiana
$1.95M
5
Wells Fargo
5
Wells Fargo
California
$16.1M

Top Sellers

1
MTC
1
Matrix Trust Company
Colorado
$10.5M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$64.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$27M
5
Ameriprise
5
Ameriprise
Minnesota
$9.98M
Name Market Value Shares Shares
Change 		Shares
Change %
HWM
101
HighMark Wealth Management
Minnesota
$86K 1,297 – –
Fidelity Investments
102
Fidelity Investments
Massachusetts
$68K 1,029 -876 -46%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$68K 1,034 +4 +0.4%
APWA
104
Atlas Private Wealth Advisors
New Jersey
$64K 958 -180 -16%
FP
105
Financial Perspectives
Minnesota
$54.5K 820 +96 +13%
AFS
106
Annapolis Financial Services
Maryland
$47K 700 – –
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$36K 536 – –
HNB
108
Huntington National Bank
Ohio
– – – –
AF
109
Allworth Financial
California
$30K 445 +445 New
PCG
110
Private Capital Group
Connecticut
$29K 430 -8 -2%
SIM
111
Sonora Investment Management
Arizona
$29K 440 – –
TFGT
112
TS Financial Group (TSFG)
Illinois
$28K 420 – –
WT
113
Washington Trust
Rhode Island
$28K 420 – –
SPIA
114
Steward Partners Investment Advisory
New York
$27K 400 +400 New
GI
115
Gradient Investments
Minnesota
$20K 304 – –
SIS
116
Sound Income Strategies
Florida
$19K 280 – –
AF
117
Advisornet Financial
Minnesota
$19K 284 +284 New
AIC
118
Archer Investment Corporation
Indiana
$16.2K 244 +244 New
MFT
119
Moisand Fitzgerald Tamayo
Florida
$13K 200 – –
GEA
120
Glen Eagle Advisors
New Jersey
$12.2K 184 – –
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$12K 184 – –
WTC
122
WhitTier Trust Company
Nevada
$5K 68 – –
IFAM
123
Institutional & Family Asset Management
Colorado
$4K 56 – –
ADL
124
Asset Dedication LLC
California
$3K 41 – –
Koshinski Asset Management
125
Koshinski Asset Management
Illinois
$1.86K 28 +28 New
2 3 4
5
6