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iShares Morningstar Mid-Cap ETF
IMCB

186 hedge funds and large institutions have $542M invested in iShares Morningstar Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 56 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $489M → $542M (+$53M)

3% more funds holding

Funds holding: 180 → 186 (+6)

5% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 56

2.01% less ownership

Funds ownership: 55.99% → 53.99% (-2%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
186
Holders Change
+6
Holders Change %
+3.33%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
59
Reduced
56
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$7.28M
2
TC
TownSquare Capital
Utah
+$2.8M
3
MML Investors Services
MML Investors Services
Massachusetts
+$1.61M
4
MTC
Matrix Trust Company
Colorado
+$1.45M
5
SCM
Steele Capital Management
Iowa
+$1.45M

Top Sellers

Rank Fund Capital Flow
1
WCAMG
Woodard & Company Asset Management Group
North Carolina
-$4.2M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$1.94M
3
Goldman Sachs
Goldman Sachs
New York
-$1.44M
4
Ameriprise
Ameriprise
Minnesota
-$1.22M
5
SOS
Silver Oak Securities
Tennessee
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
126
Barrett & Company
Rhode Island
$242K +$1.02K +14 +0.4%
FCA
127
FinTrust Capital Advisors
South Carolina
$236K – – –
SAM
128
Silvercrest Asset Management
New York
$235K – – –
FMII
129
Farmers & Merchants Investments Inc
Nebraska
$229K – – –
WWM
130
Western Wealth Management
Colorado
$224K -$18.2K -250 -8%
EWM
131
Empirical Wealth Management
Washington
$221K +$211K +2,912 New
OIA
132
OneDigital Investment Advisors
Kansas
$214K -$9.88K -136 -5%
AWA
133
Arete Wealth Advisors
Illinois
$208K +$200K +2,752 New
RA
134
RFG Advisory
Alabama
$208K -$23.7K -327 -11%
MPCG
135
Matrix Private Capital Group
New York
$205K +$2.69K +37 +1%
MWM
136
Mosley Wealth Management
California
$204K +$192K +2,647 New
LWCFA
137
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$196K – – –
Franklin Resources
138
Franklin Resources
California
$193K – – –
CIA
139
Cape Investment Advisory
Georgia
$184K – – –
GWM
140
Geneos Wealth Management
Colorado
$170K – – –
HI
141
Harbour Investments
Wisconsin
$163K -$7.92K -109 -5%
NA
142
NewEdge Advisors
Louisiana
$151K +$106K +1,465 +282%
TRCT
143
Tower Research Capital (TRC)
New York
$146K -$11.7K -161 -8%
CPA
144
Clear Point Advisors
New York
$137K +$73 +1 +0.1%
Jones Financial Companies
145
Jones Financial Companies
Missouri
$126K +$106K +1,462 +738%
SPIA
146
Steward Partners Investment Advisory
New York
$126K +$2.25K +31 +2%
S
147
SignatureFD
Georgia
$110K +$11.4K +157 +12%
RIL
148
Rothschild Investment LLC
Illinois
$110K +$105K +1,451 New
EWM
149
EPG Wealth Management
Georgia
$108K +$103K +1,423 New
CA
150
CoreCap Advisors
Michigan
$104K +$99.5K +1,371 New
4 5
6
7 8

IMCB Hedge Fund Activity: Q3 2024 in Review

186 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q3 2024, worth a combined $542M — up 11% from $489M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IMCB positions and 8 closed out — a net gain of 9 holders — while 59 added to existing stakes and 56 trimmed.

The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $7.28M. The largest seller was Woodard & Company Asset Management Group, cutting an estimated $4.2M.

  • 186 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q3 2024, up from 180 in Q2 2024.
  • Funds reported $542M of iShares Morningstar Mid-Cap ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 17 funds opened new iShares Morningstar Mid-Cap ETF positions in Q3 2024 and 8 closed out, a net change of +9 holders.
  • The largest iShares Morningstar Mid-Cap ETF buyer in Q3 2024 was Aptus Capital Advisors, an estimated $7.28M added.
  • The largest iShares Morningstar Mid-Cap ETF seller in Q3 2024 was Woodard & Company Asset Management Group, an estimated $4.2M sold.

Based on aggregated 13F filings for Q3 2024.