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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

174 hedge funds and large institutions have $527M invested in iShares Morningstar Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-8
Holders Change %
-4.4%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
58
Reduced
51
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIC
Means Investment Company
Maine
+$10.8M
2
UBS Group
UBS Group
Switzerland
+$5.21M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.33M
4
LPL Financial
LPL Financial
California
+$1.82M
5
FTUS
Flow Traders U.S.
New York
+$1.8M

Top Sellers

1
FF
Fortitude Financial
Washington
-$30.6M
2
SWP
Stratos Wealth Partners
Ohio
-$4.49M
3
EE
EWG Elevate
California
-$3.23M
4
Bank of America
Bank of America
North Carolina
-$2.26M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
101
Glenview Trust
Kentucky
$288K – – –
PVAMC
102
PPS&V Asset Management Consultants
Michigan
$285K – – –
WMA
103
Wealth Management Associates
New Jersey
$283K -$14.8K -200 -5%
XF
104
XML Financial
Maryland
$281K +$52K +702 +23%
M&T Bank
105
M&T Bank
New York
$269K – – –
RSWM
106
Robertson Stephens Wealth Management
California
$264K – – –
LSA
107
Lion Street Advisors
Texas
$262K -$49.9K -673 -16%
TSWM
108
Tyler-Stone Wealth Management
Ohio
$261K – – –
CCA
109
Clearwater Capital Advisors
Illinois
$255K – – –
Jones Financial Companies
110
Jones Financial Companies
Missouri
$250K +$23.3K +316 +10%
BC
111
Barrett & Company
Rhode Island
$237K +$815 +11 +0.3%
RA
112
RFG Advisory
Alabama
$235K +$10.6K +143 +5%
FIA
113
Foundations Investment Advisors
Arizona
$234K +$2K +27 +0.9%
SAM
114
Silvercrest Asset Management
New York
$229K – – –
FMII
115
Farmers & Merchants Investments Inc
Nebraska
$223K – – –
DA
116
Detalus Advisors
Missouri
$221K +$221K +2,979 New
FFA
117
Farther Finance Advisors
California
$219K +$162K +2,178 +282%
WWM
118
Western Wealth Management
Colorado
$211K -$7.41K -100 -3%
PAG
119
Private Advisor Group
New Jersey
$204K +$9.48K +128 +5%
MPCG
120
Matrix Private Capital Group
New York
$200K +$148 +2 +0.1%
AWA
121
Arete Wealth Advisors
Illinois
$200K +$296 +4 +0.1%
SIM
122
Synergy Investment Management
Florida
$173K – – –
SPIA
123
Steward Partners Investment Advisory
New York
$159K +$36.2K +489 +30%
Franklin Resources
124
Franklin Resources
California
$148K -$37K -500 -20%
NA
125
NewEdge Advisors
Louisiana
$148K +$370 +5 +0.3%
3 4
5
6 7