IMCB icon

iShares Morningstar Mid-Cap ETF

179 hedge funds and large institutions have $488M invested in iShares Morningstar Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+11
Holders Change %
+6.55%
% 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
20
Increased
49
Reduced
59
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
101
Sigma Planning Corp
Michigan
$306K -$19.7K -281 -6%
Comerica Bank
102
Comerica Bank
Texas
$289K -$38.8K -553 -12%
WMA
103
Wealth Management Associates
New Jersey
$285K
AA
104
Addison Advisors
Vermont
$284K
EWA
105
Evolution Wealth Advisors
Florida
$280K
MCCP
106
Mission Creek Capital Partners
California
$279K -$142K -2,024 -34%
GT
107
Glenview Trust
Kentucky
$272K
Charles Schwab
108
Charles Schwab
California
$269K +$269K +3,831 New
XF
109
XML Financial
Maryland
$268K
CCA
110
Clearwater Capital Advisors
Illinois
$256K
ATS
111
Ashton Thomas Securities
New York
$253K +$253K +3,620 New
RSWM
112
Robertson Stephens Wealth Management
California
$250K
Creative Planning
113
Creative Planning
Kansas
$243K
Citigroup
114
Citigroup
New York
$242K -$29.8K -425 -11%
NG
115
Norden Group
Utah
$240K +$240K +3,428 New
BFG
116
Bouchey Financial Group
New York
$235K
WWM
117
Western Wealth Management
Colorado
$224K -$7.01K -100 -3%
FIA
118
Foundations Investment Advisors
Arizona
$223K +$8.34K +119 +4%
BC
119
Barrett & Company
Rhode Island
$222K +$701 +10 +0.3%
BRWA
120
B. Riley Wealth Advisors
Florida
$220K -$167K -2,388 -43%
FCA
121
FinTrust Capital Advisors
South Carolina
$218K
SAM
122
Silvercrest Asset Management
New York
$216K
RA
123
RFG Advisory
Alabama
$215K +$631 +9 +0.3%
FMII
124
Farmers & Merchants Investments Inc
Nebraska
$211K
Jane Street
125
Jane Street
New York
$211K +$211K +3,004 New