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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

148 hedge funds and large institutions have $423M invested in iShares Morningstar Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+7
Holders Change %
+4.96%
% of All Funds
2.34%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
23
Increased
41
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WCAMG
Woodard & Company Asset Management Group
North Carolina
+$6.82M
2
PFG
Pacific Financial Group
Washington
+$6.54M
3
GIA
Gladstone Institutional Advisory
Florida
+$6.34M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$3.17M
5
LPL Financial
LPL Financial
California
+$2.95M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.23M
2
Morgan Stanley
Morgan Stanley
New York
-$4.04M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.28M
4
SFS
Sowell Financial Services
Arkansas
-$2.11M
5
NA
NewEdge Advisors
Louisiana
-$2.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
126
Allworth Financial
California
$30K +$134 +2 +0.4%
PCG
127
Private Capital Group
Connecticut
$29K +$134 +2 +0.5%
WT
128
Washington Trust
Rhode Island
$28K – – –
TFGT
129
TS Financial Group (TSFG)
Illinois
$28K – – –
SPIA
130
Steward Partners Investment Advisory
New York
$27K – – –
PFS
131
Prospera Financial Services
Texas
$23K +$23K +344 New
GI
132
Gradient Investments
Minnesota
$21K +$68 +1 +0.3%
CAAS
133
Capital Asset Advisory Services
Michigan
$20K -$1.21M -18,065 -98%
AF
134
Advisornet Financial
Minnesota
$19K – – –
SIS
135
Sound Income Strategies
Florida
$19K – – –
IF
136
Integrity Financial
Wyoming
$17K – – –
AIC
137
Archer Investment Corporation
Indiana
$16.1K – – –
TFP
138
Tilia Fiduciary Partners
North Carolina
$14K – – –
SCA
139
Sandy Cove Advisors
Massachusetts
$13K +$13K +191 New
GEA
140
Glen Eagle Advisors
New Jersey
$12.4K – – –
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$12K – – –
MCC
142
Money Concepts Capital
Florida
$9K -$10.3K -146 -53%
WTC
143
WhitTier Trust Company
Nevada
$5K – – –
IFAM
144
Institutional & Family Asset Management
Colorado
$4K – – –
RA
145
Rise Advisors
New York
$4K – – –
ADL
146
Asset Dedication LLC
California
$3K – – –
Koshinski Asset Management
147
Koshinski Asset Management
Illinois
$1.88K – – –
MFC
148
Morris Financial Concepts
South Carolina
$1K – – –
BFC
149
Bedel Financial Consulting
Indiana
$1K +$1K +19 New
SFS
150
Sowell Financial Services
Arkansas
– -$2.11M -29,709 Closed
3 4 5
6
7