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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

148 hedge funds and large institutions have $423M invested in iShares Morningstar Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+7
Holders Change %
+4.96%
% of All Funds
2.34%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
23
Increased
41
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WCAMG
Woodard & Company Asset Management Group
North Carolina
+$6.82M
2
PFG
Pacific Financial Group
Washington
+$6.54M
3
GIA
Gladstone Institutional Advisory
Florida
+$6.34M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$3.17M
5
LPL Financial
LPL Financial
California
+$2.95M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.23M
2
Morgan Stanley
Morgan Stanley
New York
-$4.04M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.28M
4
SFS
Sowell Financial Services
Arkansas
-$2.11M
5
NA
NewEdge Advisors
Louisiana
-$2.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
$195K – – –
US Bancorp
102
US Bancorp
Minnesota
$182K – – –
TSWM
103
Tyler-Stone Wealth Management
Ohio
$170K -$1.62K -24 -0.9%
MPCG
104
Matrix Private Capital Group
New York
$170K +$11.5K +171 +7%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$146K +$55.1K +816 +61%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$145K +$75.7K +1,124 +109%
FP
107
Financial Perspectives
Minnesota
$134K +$68K +1,011 +103%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$117K +$201 +3 +0.2%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$102K +$602 +9 +0.6%
EI
110
Ellevest Inc
New York
$91K +$134 +2 +0.1%
HWM
111
HighMark Wealth Management
Minnesota
$87K – – –
EWM
112
EPG Wealth Management
Georgia
$85K -$85K -1,260 -50%
CCA
113
Column Capital Advisors
Indiana
$85K +$85K +1,264 New
PMFA
114
Plante Moran Financial Advisors
Michigan
$79K +$79K +1,171 New
IA
115
IFP Advisors
Florida
$77K +$77K +416 New
PB
116
Pinnacle Bancorp
Nebraska
$74K +$74K +1,102 New
HNB
117
Huntington National Bank
Ohio
$54K -$37K – –
HS
118
Horan Securities
United States
$50K +$200 +3 +0.4%
AFS
119
Annapolis Financial Services
Maryland
$47K – – –
T
120
TCWP
Ohio
$46K +$46K +684 New
PFGIA
121
Patriot Financial Group Insurance Agency
Massachusetts
$42K +$42K +630 New
VC
122
Vestor Capital
Illinois
$40K – – –
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$36K – – –
AA
124
Addison Advisors
Vermont
$33K +$33K +492 New
MBFW
125
Morton Brown Family Wealth
Pennsylvania
$31K +$135 +2 +0.4%
3 4
5
6 7