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iShares Morningstar Mid-Cap ETF
IMCB

180 hedge funds and large institutions have $489M invested in iShares Morningstar Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

7% more funds holding

Funds holding: 168 → 180 (+12)

1.16% more ownership

Funds ownership: 54.84% → 55.99% (+1.2%)

2% more capital invested

Capital invested by funds: $477M → $489M (+$11.7M)

17% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 59

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
180
Holders Change
+12
Holders Change %
+7.14%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
49
Reduced
59
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TC
TownSquare Capital
Utah
+$36.9M
2
PWG
Portside Wealth Group
Utah
+$1.6M
3
Goldman Sachs
Goldman Sachs
New York
+$1.4M
4
MML Investors Services
MML Investors Services
Massachusetts
+$1.06M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.01M
2
LPL Financial
LPL Financial
California
-$1.86M
3
NL
NWAM LLC
Washington
-$772K
4
RJA
Raymond James & Associates
Florida
-$530K
5
BWM
Benchmark Wealth Management
Connecticut
-$510K
Name Holding Trade Value Shares
Change 		Change in
Stake
M&T Bank
101
M&T Bank
New York
$306K – – –
SPC
102
Sigma Planning Corp
Michigan
$306K -$19.8K -281 -6%
Comerica Bank
103
Comerica Bank
Texas
$289K -$39K -553 -12%
WMA
104
Wealth Management Associates
New Jersey
$285K – – –
AA
105
Addison Advisors
Vermont
$284K – – –
EWA
106
Evolution Wealth Advisors
Florida
$280K – – –
MCCP
107
Mission Creek Capital Partners
California
$279K -$143K -2,024 -34%
GT
108
Glenview Trust
Kentucky
$272K – – –
Charles Schwab
109
Charles Schwab
California
$269K +$270K +3,831 New
XF
110
XML Financial
Maryland
$268K – – –
CCA
111
Clearwater Capital Advisors
Illinois
$256K – – –
ATS
112
Ashton Thomas Securities
New York
$253K +$255K +3,620 New
RSWM
113
Robertson Stephens Wealth Management
California
$250K – – –
Creative Planning
114
Creative Planning
Kansas
$243K – – –
Citigroup
115
Citigroup
New York
$242K -$30K -425 -11%
NG
116
Norden Group
Utah
$240K +$242K +3,428 New
BFG
117
Bouchey Financial Group
New York
$235K – – –
WWM
118
Western Wealth Management
Colorado
$224K -$7.05K -100 -3%
FIA
119
Foundations Investment Advisors
Arizona
$223K +$8.39K +119 +4%
BC
120
Barrett & Company
Rhode Island
$222K +$705 +10 +0.3%
BRWA
121
B. Riley Wealth Advisors
Florida
$220K -$168K -2,388 -43%
FCA
122
FinTrust Capital Advisors
South Carolina
$218K – – –
SAM
123
Silvercrest Asset Management
New York
$216K – – –
RA
124
RFG Advisory
Alabama
$215K +$634 +9 +0.3%
FMII
125
Farmers & Merchants Investments Inc
Nebraska
$211K – – –
3 4
5
6 7

IMCB Hedge Fund Activity: Q2 2024 in Review

180 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q2 2024, worth a combined $489M — up 2.4% from $477M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IMCB positions and 7 closed out — a net gain of 14 holders — while 49 added to existing stakes and 59 trimmed.

The largest buyer was TownSquare Capital, opening a new position worth an estimated $36.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.01M.

  • 180 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q2 2024, up from 168 in Q1 2024.
  • Funds reported $489M of iShares Morningstar Mid-Cap ETF stock for Q2 2024, up 2.4% quarter-over-quarter.
  • 21 funds opened new iShares Morningstar Mid-Cap ETF positions in Q2 2024 and 7 closed out, a net change of +14 holders.
  • The largest iShares Morningstar Mid-Cap ETF buyer in Q2 2024 was TownSquare Capital, an estimated $36.9M added.
  • The largest iShares Morningstar Mid-Cap ETF seller in Q2 2024 was Raymond James Financial Services Advisors, an estimated $4.01M sold.

Based on aggregated 13F filings for Q2 2024.