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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

185 hedge funds and large institutions have $540M invested in iShares Morningstar Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 56 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+6
Holders Change %
+3.35%
% of All Funds
2.68%
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
58
Reduced
56
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$7.63M
2
TC
TownSquare Capital
Utah
+$2.93M
3
MML Investors Services
MML Investors Services
Massachusetts
+$1.69M
4
SCM
Steele Capital Management
Iowa
+$1.52M
5
MTC
Matrix Trust Company
Colorado
+$1.51M

Top Sellers

1
WCAMG
Woodard & Company Asset Management Group
North Carolina
-$4.4M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$2.03M
3
Goldman Sachs
Goldman Sachs
New York
-$1.51M
4
Ameriprise
Ameriprise
Minnesota
-$1.28M
5
LPL Financial
LPL Financial
California
-$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
4WM
101
49 Wealth Management
Texas
$360K +$1.52K +20 +0.4%
MA
102
Mutual Advisors
Nebraska
$346K – – –
M&T Bank
103
M&T Bank
New York
$332K – – –
PWS
104
Proactive Wealth Strategies
Georgia
$322K +$322K +4,241 New
Citigroup
105
Citigroup
New York
$322K +$59.1K +778 +23%
TSWM
106
Tyler-Stone Wealth Management
Ohio
$318K +$159K +2,093 +100%
SPC
107
Sigma Planning Corp
Michigan
$317K -$15.2K -200 -5%
Comerica Bank
108
Comerica Bank
Texas
$312K -$912 -12 -0.3%
DWM
109
Diversify Wealth Management
Utah
$311K -$40.4K -528 -11%
WMA
110
Wealth Management Associates
New Jersey
$306K -$3.8K -50 -1%
AA
111
Addison Advisors
Vermont
$303K -$4.94K -65 -2%
GT
112
Glenview Trust
Kentucky
$295K – – –
PVAMC
113
PPS&V Asset Management Consultants
Michigan
$293K -$76K -1,000 -21%
XF
114
XML Financial
Maryland
$289K -$1.75K -23 -0.6%
CCA
115
Clearwater Capital Advisors
Illinois
$277K – – –
ATS
116
Ashton Thomas Securities
New York
$275K – – –
RSWM
117
Robertson Stephens Wealth Management
California
$271K – – –
Creative Planning
118
Creative Planning
Kansas
$265K +$836 +11 +0.3%
BRWA
119
B. Riley Wealth Advisors
Florida
$261K +$23.3K +308 +10%
MCCP
120
Mission Creek Capital Partners
California
$258K -$44.6K -587 -15%
BFG
121
Bouchey Financial Group
New York
$255K – – –
PMFA
122
Plante Moran Financial Advisors
Michigan
$253K +$33.9K +446 +15%
NG
123
Norden Group
Utah
$253K -$7.53K -99 -3%
FIA
124
Foundations Investment Advisors
Arizona
$242K +$380 +5 +0.2%
BC
125
Barrett & Company
Rhode Island
$242K +$1.06K +14 +0.4%
3 4
5
6 7