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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

168 hedge funds and large institutions have $477M invested in iShares Morningstar Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
2.44%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
50
Reduced
47
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10.1M
2
UBS Group
UBS Group
Switzerland
+$2.91M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.37M
4
SOS
Silver Oak Securities
Tennessee
+$1.32M
5
MIC
Means Investment Company
Maine
+$1.22M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$65.5M
2
RJA
Raymond James & Associates
Florida
-$3.55M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$993K
4
Ameriprise
Ameriprise
Minnesota
-$755K
5
LPL Financial
LPL Financial
California
-$667K
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
126
Harbour Investments
Wisconsin
$169K -$4.66K -64 -3%
TSWM
127
Tyler-Stone Wealth Management
Ohio
$165K – – –
GWM
128
Geneos Wealth Management
Colorado
$163K – – –
CPA
129
Clear Point Advisors
New York
$131K -$14.5K -199 -10%
EWM
130
EPG Wealth Management
Georgia
$104K +$2.91K +40 +3%
SPIA
131
Steward Partners Investment Advisory
New York
$99.1K +$801 +11 +0.8%
CA
132
CoreCap Advisors
Michigan
$99K +$99K +1,360 New
HWM
133
HighMark Wealth Management
Minnesota
$94.5K – – –
S
134
SignatureFD
Georgia
$89K +$7.8K +107 +10%
FGAM
135
Financial Gravity Asset Management
Texas
$87K +$26.4K +384 +44%
IGWM
136
ICA Group Wealth Management
Colorado
$87K – – –
HNB
137
Huntington National Bank
Ohio
$72.8K -$67.1K – –
AF
138
Advisornet Financial
Minnesota
$69.1K +$146 +2 +0.2%
FFL
139
Financial Freedom LLC
Ohio
$68.2K – – –
FFA
140
Farther Finance Advisors
California
$67.4K – – –
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$59.1K – – –
AFS
142
Annapolis Financial Services
Maryland
$51K – – –
Russell Investments Group
143
Russell Investments Group
United Kingdom
$48.6K -$2.62K -36 -5%
NA
144
NewEdge Advisors
Louisiana
$42.2K – – –
MBFW
145
Morton Brown Family Wealth
Pennsylvania
$34.5K +$146 +2 +0.4%
AF
146
Allworth Financial
California
$32K -$1.31K -18 -4%
TFGT
147
TS Financial Group (TSFG)
Illinois
$31K -$4.95K -67 -14%
WT
148
Washington Trust
Rhode Island
$30.6K – – –
SIS
149
Sound Income Strategies
Florida
$20.4K – – –
SL
150
Salomon & Ludwin
Virginia
$19.5K – – –
3 4 5
6
7