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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

182 hedge funds and large institutions have $568M invested in iShares Morningstar Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-3
Holders Change %
-1.62%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
56
Reduced
55
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$20.8M
2
SWP
Stratos Wealth Partners
Ohio
+$4.49M
3
EE
EWG Elevate
California
+$3.23M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.83M
5
LPL Financial
LPL Financial
California
+$1.44M

Top Sellers

1
TC
TownSquare Capital
Utah
-$42.7M
2
PWG
Portside Wealth Group
Utah
-$1.92M
3
Ameriprise
Ameriprise
Minnesota
-$1.09M
4
NL
NWAM LLC
Washington
-$939K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$897K
Name Holding Trade Value Shares
Change 		Shares
Change %
WMA
101
Wealth Management Associates
New Jersey
$306K – – –
SPC
102
Sigma Planning Corp
Michigan
$305K -$12.3K -162 -4%
EWA
103
Evolution Wealth Advisors
Florida
$305K +$305K +4,000 New
AA
104
Addison Advisors
Vermont
$303K – – –
GT
105
Glenview Trust
Kentucky
$296K – – –
PVAMC
106
PPS&V Asset Management Consultants
Michigan
$293K – – –
M&T Bank
107
M&T Bank
New York
$277K -$55.8K -733 -17%
RSWM
108
Robertson Stephens Wealth Management
California
$271K – – –
TSWM
109
Tyler-Stone Wealth Management
Ohio
$269K -$50.3K -660 -16%
Creative Planning
110
Creative Planning
Kansas
$264K -$838 -11 -0.3%
CCA
111
Clearwater Capital Advisors
Illinois
$262K -$15.2K -200 -5%
MCCP
112
Mission Creek Capital Partners
California
$258K – – –
BFG
113
Bouchey Financial Group
New York
$256K – – –
TRCT
114
Tower Research Capital (TRC)
New York
$250K +$103K +1,354 +70%
BC
115
Barrett & Company
Rhode Island
$243K +$990 +13 +0.4%
FIA
116
Foundations Investment Advisors
Arizona
$239K -$3.96K -52 -2%
SAM
117
Silvercrest Asset Management
New York
$235K – – –
XF
118
XML Financial
Maryland
$235K -$54.8K -720 -19%
Jones Financial Companies
119
Jones Financial Companies
Missouri
$234K +$108K +1,416 +85%
RA
120
RFG Advisory
Alabama
$231K +$22.7K +298 +11%
FMII
121
Farmers & Merchants Investments Inc
Nebraska
$229K – – –
WWM
122
Western Wealth Management
Colorado
$225K – – –
EWM
123
Empirical Wealth Management
Washington
$222K – – –
AssetMark Inc
124
AssetMark Inc
California
$216K +$168K +2,212 +357%
OIA
125
OneDigital Investment Advisors
Kansas
$214K +$152 +2 +0.1%
3 4
5
6 7