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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

174 hedge funds and large institutions have $527M invested in iShares Morningstar Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-8
Holders Change %
-4.4%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
58
Reduced
51
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIC
Means Investment Company
Maine
+$10.8M
2
UBS Group
UBS Group
Switzerland
+$5.21M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.33M
4
LPL Financial
LPL Financial
California
+$1.82M
5
FTUS
Flow Traders U.S.
New York
+$1.8M

Top Sellers

1
FF
Fortitude Financial
Washington
-$30.6M
2
SWP
Stratos Wealth Partners
Ohio
-$4.49M
3
EE
EWG Elevate
California
-$3.23M
4
Bank of America
Bank of America
North Carolina
-$2.26M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
126
Harbour Investments
Wisconsin
$145K -$667 -9 -0.5%
EWM
127
EPG Wealth Management
Georgia
$133K +$148 +2 +0.1%
CIA
128
Cape Investment Advisory
Georgia
$132K – – –
PMFA
129
Plante Moran Financial Advisors
Michigan
$124K – – –
PWAM
130
Private Wealth Asset Management
Iowa
$121K +$121K +1,635 New
S
131
SignatureFD
Georgia
$116K +$7.33K +99 +7%
RIL
132
Rothschild Investment LLC
Illinois
$107K – – –
CA
133
CoreCap Advisors
Michigan
$101K -$815 -11 -0.8%
HWM
134
HighMark Wealth Management
Minnesota
$96.1K – – –
TRCT
135
Tower Research Capital (TRC)
New York
$90.1K -$153K -2,062 -63%
GWSA
136
Global Wealth Strategies & Associates
Colorado
$81.5K +$81.5K +1,100 New
GJIA
137
Glass Jacobson Investment Advisors
Maryland
$74.5K – – –
HNB
138
Huntington National Bank
Ohio
$74.1K -$76.2K – –
AF
139
Advisornet Financial
Minnesota
$72.2K +$222 +3 +0.3%
SVCP
140
Silicon Valley Capital Partners
California
$70.3K +$70.3K +954 New
FFL
141
Financial Freedom LLC
Ohio
$69.3K – – –
WPA
142
Wealth Preservation Advisors
Tennessee
$52K +$52K +702 New
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$51.1K +$74 +1 +0.1%
AWM
144
AE Wealth Management
Kansas
$50.5K +$38.1K +514 +306%
PA
145
PSI Advisors
Florida
$49K +$49K +662 New
AW
146
Avion Wealth
Texas
$48K – – –
MBFW
147
Morton Brown Family Wealth
Pennsylvania
$35.6K +$148 +2 +0.4%
AF
148
Allworth Financial
California
$31.8K – – –
WT
149
Washington Trust
Rhode Island
$31.1K – – –
PS
150
Principal Securities
Iowa
$31.1K +$10.7K +140 +52%
4 5
6
7 8