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iShares Morningstar Mid-Cap ETF
IMCB

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

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

4% more funds holding

Funds holding: 162 → 168 (+6)

6% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 47

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2% less capital invested

Capital invested by funds: $485M → $477M (-$8.21M)

5.64% less ownership

Funds ownership: 60.48% → 54.84% (-5.6%)

Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
2.42%
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

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.52M
2
UBS Group
UBS Group
Switzerland
+$2.73M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.23M
4
SOS
Silver Oak Securities
Tennessee
+$1.24M
5
MIC
Means Investment Company
Maine
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$61.6M
2
RJA
Raymond James & Associates
Florida
-$3.34M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$934K
4
Ameriprise
Ameriprise
Minnesota
-$710K
5
LPL Financial
LPL Financial
California
-$627K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
126
Harbour Investments
Wisconsin
$169K -$4.38K -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 -$13.6K -199 -10%
EWM
130
EPG Wealth Management
Georgia
$104K +$2.74K +40 +3%
SPIA
131
Steward Partners Investment Advisory
New York
$99.1K +$754 +11 +0.8%
CA
132
CoreCap Advisors
Michigan
$99K +$93.2K +1,360 New
HWM
133
HighMark Wealth Management
Minnesota
$94.5K – – –
S
134
SignatureFD
Georgia
$89K +$7.33K +107 +10%
FGAM
135
Financial Gravity Asset Management
Texas
$87K +$26.3K +384 +44%
IGWM
136
ICA Group Wealth Management
Colorado
$87K – – –
HNB
137
Huntington National Bank
Ohio
$72.8K – – –
AF
138
Advisornet Financial
Minnesota
$69.1K +$137 +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 -$2.47K -36 -5%
NA
144
NewEdge Advisors
Louisiana
$42.2K – – –
MBFW
145
Morton Brown Family Wealth
Pennsylvania
$34.5K +$137 +2 +0.4%
AF
146
Allworth Financial
California
$32K -$1.23K -18 -4%
TFGT
147
TS Financial Group (TSFG)
Illinois
$31K -$4.59K -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

IMCB Hedge Fund Activity: Q1 2024 in Review

168 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q1 2024, worth a combined $477M — down 1.7% from $485M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IMCB positions and 5 closed out — a net gain of 8 holders — while 50 added to existing stakes and 47 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $9.52M. The largest seller was Morgan Stanley, cutting an estimated $61.6M.

  • 168 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q1 2024, up from 162 in Q4 2023.
  • Funds reported $477M of iShares Morningstar Mid-Cap ETF stock for Q1 2024, down 1.7% quarter-over-quarter.
  • 13 funds opened new iShares Morningstar Mid-Cap ETF positions in Q1 2024 and 5 closed out, a net change of +8 holders.
  • The largest iShares Morningstar Mid-Cap ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $9.52M added.
  • The largest iShares Morningstar Mid-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $61.6M sold.

Based on aggregated 13F filings for Q1 2024.