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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

151 hedge funds and large institutions have $376M invested in iShares Morningstar Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
40
Reduced
48
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$68.4M
2
Morgan Stanley
Morgan Stanley
New York
$55.5M
3
MMA
Miracle Mile Advisors
California
$2.54M
4
MIC
Means Investment Company
Maine
$2.19M
5
RA
RFG Advisory
Alabama
$682K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$5.28M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.77M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
FTUS
Flow Traders U.S.
New York
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
101
Plante Moran Financial Advisors
Michigan
$168K +$98.8K +1,683 +143%
FP
102
Financial Perspectives
Minnesota
$166K -$587 -10 -0.4%
Citigroup
103
Citigroup
New York
$164K -$1.53K -26 -0.9%
GWM
104
Geneos Wealth Management
Colorado
$151K – – –
MPCG
105
Matrix Private Capital Group
New York
$148K +$117 +2 +0.1%
TSWM
106
Tyler-Stone Wealth Management
Ohio
$145K -$2.46K -42 -2%
Fidelity Investments
107
Fidelity Investments
Massachusetts
$126K -$997 -17 -0.8%
EI
108
Ellevest Inc
New York
$119K +$39.7K +676 +50%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$102K – – –
US Bancorp
110
US Bancorp
Minnesota
$100K -$58.7K -1,000 -37%
AssetMark Inc
111
AssetMark Inc
California
$97.7K +$97.7K +1,665 New
IA
112
IFP Advisors
Florida
$93K -$37.1K -200 -28%
CA
113
CoreCap Advisors
Michigan
$79.8K +$79.8K +1,360 New
EWM
114
EPG Wealth Management
Georgia
$79.3K – – –
SPIA
115
Steward Partners Investment Advisory
New York
$79.2K – – –
HWM
116
HighMark Wealth Management
Minnesota
$76.1K – – –
AFS
117
Annapolis Financial Services
Maryland
$75.1K – – –
CCA
118
Column Capital Advisors
Indiana
$74.2K – – –
IGWM
119
ICA Group Wealth Management
Colorado
$69.5K +$69.5K +1,184 New
HI
120
Harbour Investments
Wisconsin
$65.9K – – –
PB
121
Pinnacle Bancorp
Nebraska
$65K – – –
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$64K +$291 +5 +0.5%
BAM
123
Belpointe Asset Management
Nevada
$55.6K +$55.6K +947 New
FFL
124
Financial Freedom LLC
Ohio
$54.9K +$54.9K +936 New
AF
125
Advisornet Financial
Minnesota
$54.8K +$3.58K +61 +7%
3 4
5
6 7