We are live on ! Find out more
IMCB icon

iShares Morningstar Mid-Cap ETF
IMCB

186 hedge funds and large institutions have $542M invested in iShares Morningstar Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 56 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $489M → $542M (+$53M)

3% more funds holding

Funds holding: 180 → 186 (+6)

5% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 56

2.01% less ownership

Funds ownership: 55.99% → 53.99% (-2%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
186
Holders Change
+6
Holders Change %
+3.33%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
59
Reduced
56
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$7.28M
2
TC
TownSquare Capital
Utah
+$2.8M
3
MML Investors Services
MML Investors Services
Massachusetts
+$1.61M
4
MTC
Matrix Trust Company
Colorado
+$1.45M
5
SCM
Steele Capital Management
Iowa
+$1.45M

Top Sellers

Rank Fund Capital Flow
1
WCAMG
Woodard & Company Asset Management Group
North Carolina
-$4.2M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$1.94M
3
Goldman Sachs
Goldman Sachs
New York
-$1.44M
4
Ameriprise
Ameriprise
Minnesota
-$1.22M
5
SOS
Silver Oak Securities
Tennessee
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
FP
101
Financial Perspectives
Minnesota
$362K +$20K +276 +6%
4WM
102
49 Wealth Management
Texas
$360K +$1.45K +20 +0.4%
MA
103
Mutual Advisors
Nebraska
$346K – – –
M&T Bank
104
M&T Bank
New York
$332K – – –
PWS
105
Proactive Wealth Strategies
Georgia
$322K +$308K +4,241 New
Citigroup
106
Citigroup
New York
$322K +$56.5K +778 +23%
TSWM
107
Tyler-Stone Wealth Management
Ohio
$318K +$152K +2,093 +100%
SPC
108
Sigma Planning Corp
Michigan
$317K -$14.5K -200 -5%
Comerica Bank
109
Comerica Bank
Texas
$312K -$871 -12 -0.3%
DWM
110
Diversify Wealth Management
Utah
$311K -$38.3K -528 -11%
WMA
111
Wealth Management Associates
New Jersey
$306K -$3.63K -50 -1%
AA
112
Addison Advisors
Vermont
$303K -$4.72K -65 -2%
GT
113
Glenview Trust
Kentucky
$295K – – –
PVAMC
114
PPS&V Asset Management Consultants
Michigan
$293K -$72.6K -1,000 -21%
XF
115
XML Financial
Maryland
$289K -$1.67K -23 -0.6%
CCA
116
Clearwater Capital Advisors
Illinois
$277K – – –
ATS
117
Ashton Thomas Securities
New York
$275K – – –
RSWM
118
Robertson Stephens Wealth Management
California
$271K – – –
Creative Planning
119
Creative Planning
Kansas
$265K +$799 +11 +0.3%
BRWA
120
B. Riley Wealth Advisors
Florida
$261K +$22.4K +308 +10%
MCCP
121
Mission Creek Capital Partners
California
$258K -$42.6K -587 -15%
BFG
122
Bouchey Financial Group
New York
$255K – – –
PMFA
123
Plante Moran Financial Advisors
Michigan
$253K +$32.4K +446 +15%
NG
124
Norden Group
Utah
$253K -$7.19K -99 -3%
FIA
125
Foundations Investment Advisors
Arizona
$242K +$363 +5 +0.2%
3 4
5
6 7

IMCB Hedge Fund Activity: Q3 2024 in Review

186 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q3 2024, worth a combined $542M — up 11% from $489M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IMCB positions and 8 closed out — a net gain of 9 holders — while 59 added to existing stakes and 56 trimmed.

The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $7.28M. The largest seller was Woodard & Company Asset Management Group, cutting an estimated $4.2M.

  • 186 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q3 2024, up from 180 in Q2 2024.
  • Funds reported $542M of iShares Morningstar Mid-Cap ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 17 funds opened new iShares Morningstar Mid-Cap ETF positions in Q3 2024 and 8 closed out, a net change of +9 holders.
  • The largest iShares Morningstar Mid-Cap ETF buyer in Q3 2024 was Aptus Capital Advisors, an estimated $7.28M added.
  • The largest iShares Morningstar Mid-Cap ETF seller in Q3 2024 was Woodard & Company Asset Management Group, an estimated $4.2M sold.

Based on aggregated 13F filings for Q3 2024.