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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

151 hedge funds and large institutions have $376M invested in iShares Morningstar Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
40
Reduced
48
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$5.3M
2
Morgan Stanley
Morgan Stanley
New York
+$3.19M
3
MMA
Miracle Mile Advisors
California
+$2.54M
4
MIC
Means Investment Company
Maine
+$1.43M
5
RA
RFG Advisory
Alabama
+$682K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$3.15M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.94M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.37M
4
FTUS
Flow Traders U.S.
New York
-$1.31M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
126
NewEdge Advisors
Louisiana
$53.8K -$207K -4,685 -79%
HS
127
Horan Securities
United States
$44.5K +$235 +4 +0.5%
FFA
128
Farther Finance Advisors
California
$32.4K +$32.4K +552 New
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$31.4K – – –
MBFW
130
Morton Brown Family Wealth
Pennsylvania
$27.2K +$293 +5 +1%
AF
131
Allworth Financial
California
$26.6K +$117 +2 +0.4%
TFGT
132
TS Financial Group (TSFG)
Illinois
$25K – – –
WT
133
Washington Trust
Rhode Island
$24.6K – – –
FA
134
Fiduciary Alliance
South Carolina
$18.9K +$18.9K +323 New
SIS
135
Sound Income Strategies
Florida
$16.4K – – –
IF
136
Integrity Financial
Wyoming
$15.3K – – –
AIC
137
Archer Investment Corporation
Indiana
$14.3K – – –
TFP
138
Tilia Fiduciary Partners
North Carolina
$12.2K +$59 +1 +0.5%
CAL
139
Capital Analysts LLC
Pennsylvania
$12K – – –
RIA
140
Realta Investment Advisors
Delaware
$11.3K – – –
AA
141
Addison Advisors
Vermont
$11.1K +$11.1K +190 New
MCC
142
Money Concepts Capital
Florida
$11K +$11K +188 New
GEA
143
Glen Eagle Advisors
New Jersey
$10.8K – – –
BWAM
144
Boyd Watterson Asset Management
Ohio
$10.8K +$10.8K +184 New
CSPIA
145
Cary Street Partners Investment Advisory
Virginia
$8.21K +$8.21K +140 New
GJIA
146
Glass Jacobson Investment Advisors
Maryland
$7.89K +$7.89K +134 New
WTC
147
WhitTier Trust Company
Nevada
$3.99K – – –
RA
148
Rise Advisors
New York
$3.81K – – –
HNB
149
Huntington National Bank
Ohio
$3.52K -$3K – –
IFAM
150
Institutional & Family Asset Management
Colorado
$3.29K – – –
3 4 5
6
7