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iShares Morningstar Mid-Cap ETF
IMCB

191 hedge funds and large institutions have $739M invested in iShares Morningstar Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

60% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 43

8% more capital invested

Capital invested by funds: $684M → $739M (+$54.9M)

4% more funds holding

Funds holding: 183 → 191 (+8)

0.94% less ownership

Funds ownership: 62.35% → 61.41% (-0.94%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
191
Holders Change
+8
Holders Change %
+4.37%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
28
Increased
69
Reduced
43
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.03M
2
MIC
Means Investment Company
Maine
+$7.5M
3
SWP
Stratos Wealth Partners
Ohio
+$6.63M
4
VA
VestGen Advisors
Illinois
+$5.62M
5
Ameriprise
Ameriprise
Minnesota
+$4.78M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$16M
2
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$3.09M
3
LPL Financial
LPL Financial
California
-$2.2M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$1.88M
5
WIA
World Investment Advisors
California
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
101
Procyon Advisors
Connecticut
$382K – – –
HI
102
Harbour Investments
Wisconsin
$372K +$208K +2,544 +132%
AHC
103
Adell Harriman & Carpenter
Texas
$357K – – –
PWS
104
Proactive Wealth Strategies
Georgia
$355K +$1.3K +16 +0.4%
M&T Bank
105
M&T Bank
New York
$352K -$157K -1,924 -31%
SDWMA
106
Schneider Downs Wealth Management Advisors
Pennsylvania
$337K – – –
Focus Partners Wealth
107
Focus Partners Wealth
Massachusetts
$336K +$330K +4,048 New
EWA
108
Evolution Wealth Advisors
Florida
$332K – – –
Creative Planning
109
Creative Planning
Kansas
$330K -$50.4K -618 -13%
PJWM
110
Philip James Wealth Mangement
Georgia
$329K -$141K -1,727 -30%
GT
111
Glenview Trust
Kentucky
$323K – – –
PVAMC
112
PPS&V Asset Management Consultants
Michigan
$320K – – –
WMA
113
Wealth Management Associates
New Jersey
$317K – – –
XF
114
XML Financial
Maryland
$311K – – –
ATS
115
Ashton Thomas Securities
New York
$301K +$295K +3,620 New
RSWM
116
Robertson Stephens Wealth Management
California
$296K – – –
CCA
117
Clearwater Capital Advisors
Illinois
$286K – – –
BC
118
Barrett & Company
Rhode Island
$268K +$897 +11 +0.3%
DA
119
Detalus Advisors
Missouri
$267K +$2.2K +27 +0.8%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$265K +$260K +3,190 New
SAM
121
Silvercrest Asset Management
New York
$257K – – –
RA
122
RFG Advisory
Alabama
$254K +$816 +10 +0.3%
MKW
123
Mullaney, Keating & Wright
Connecticut
$251K +$246K +3,017 New
FMII
124
Farmers & Merchants Investments Inc
Nebraska
$250K – – –
AQR Capital Management
125
AQR Capital Management
Connecticut
$248K +$244K +2,988 New
3 4
5
6 7

IMCB Hedge Fund Activity: Q3 2025 in Review

191 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q3 2025, worth a combined $739M — up 8% from $684M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IMCB positions and 13 closed out — a net gain of 15 holders — while 69 added to existing stakes and 43 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $8.03M. The largest seller was Commonwealth Equity Services, cutting an estimated $16M.

  • 191 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q3 2025, up from 183 in Q2 2025.
  • Funds reported $739M of iShares Morningstar Mid-Cap ETF stock for Q3 2025, up 8% quarter-over-quarter.
  • 28 funds opened new iShares Morningstar Mid-Cap ETF positions in Q3 2025 and 13 closed out, a net change of +15 holders.
  • The largest iShares Morningstar Mid-Cap ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $8.03M added.
  • The largest iShares Morningstar Mid-Cap ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2025.