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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

141 hedge funds and large institutions have $340M invested in iShares Morningstar Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+7
Holders Change %
+5.22%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
15
Increased
47
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$1.37M
2
FTUS
Flow Traders U.S.
New York
$1.31M
3
MFG
Merit Financial Group
Georgia
$1.19M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$16.8M
5
Wells Fargo
Wells Fargo
California
$13.1M

Top Sellers

1
W
Wealthquest
Ohio
$0
2
Morgan Stanley
Morgan Stanley
New York
$48M
3
OFG
OmniStar Financial Group
North Carolina
$1.38M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.08M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$146K – – –
GWM
102
Geneos Wealth Management
Colorado
$138K -$17.5K -326 -11%
TSWM
103
Tyler-Stone Wealth Management
Ohio
$136K – – –
MPCG
104
Matrix Private Capital Group
New York
$136K +$108 +2 +0.1%
IA
105
IFP Advisors
Florida
$130K +$53K +286 +69%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$116K +$3.76K +70 +3%
PFA
107
Professional Financial Advisors
Nebraska
$101K +$101K +1,878 New
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$94K – – –
EI
109
Ellevest Inc
New York
$73K – – –
SPIA
110
Steward Partners Investment Advisory
New York
$73K +$51.4K +950 +238%
EWM
111
EPG Wealth Management
Georgia
$73K +$73K +1,352 New
HWM
112
HighMark Wealth Management
Minnesota
$70K – – –
AFS
113
Annapolis Financial Services
Maryland
$69K +$31.3K +580 +83%
CCA
114
Column Capital Advisors
Indiana
$68K – – –
PMFA
115
Plante Moran Financial Advisors
Michigan
$64K +$271 +5 +0.4%
HI
116
Harbour Investments
Wisconsin
$63K – – –
PB
117
Pinnacle Bancorp
Nebraska
$59K – – –
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$59K +$323 +6 +0.6%
AF
119
Advisornet Financial
Minnesota
$47K – – –
PTC
120
Private Trust Company
Ohio
$43K – – –
HS
121
Horan Securities
United States
$41K +$217 +4 +0.5%
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$29K – – –
MBFW
123
Morton Brown Family Wealth
Pennsylvania
$25K – – –
AF
124
Allworth Financial
California
$24K +$159 +3 +0.7%
WT
125
Washington Trust
Rhode Island
$23K – – –
2 3 4
5
6