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iShares Morningstar Mid-Cap ETF
IMCB

191 hedge funds and large institutions have $739M invested in iShares Morningstar Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

60% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 43

8% more capital invested

Capital invested by funds: $684M → $739M (+$54.9M)

4% more funds holding

Funds holding: 183 → 191 (+8)

0.94% less ownership

Funds ownership: 62.35% → 61.41% (-0.94%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
191
Holders Change
+8
Holders Change %
+4.37%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
28
Increased
69
Reduced
43
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.03M
2
MIC
Means Investment Company
Maine
+$7.5M
3
SWP
Stratos Wealth Partners
Ohio
+$6.63M
4
VA
VestGen Advisors
Illinois
+$5.62M
5
Ameriprise
Ameriprise
Minnesota
+$4.78M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$16M
2
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$3.09M
3
LPL Financial
LPL Financial
California
-$2.2M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$1.88M
5
WIA
World Investment Advisors
California
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
126
Private Advisor Group
New Jersey
$240K +$163 +2 +0.1%
TRCT
127
Tower Research Capital (TRC)
New York
$230K +$226K +2,772 New
AWA
128
Arete Wealth Advisors
Illinois
$224K -$653 -8 -0.3%
AA
129
Addison Advisors
Vermont
$220K – – –
EI
130
Ellevest Inc
New York
$220K +$653 +8 +0.3%
MPCG
131
Matrix Private Capital Group
New York
$217K +$163 +2 +0.1%
FWM
132
Fingerlakes Wealth Management
New York
$214K -$3.67K -45 -2%
VA
133
Valmark Advisers
Ohio
$208K +$204K +2,501 New
MYIA
134
Mount Yale Investment Advisors
Colorado
$207K +$204K +2,497 New
VAS
135
Vestmark Advisory Solutions
Massachusetts
$207K +$204K +2,497 New
IA
136
IFG Advisory
Georgia
$204K +$200K +2,455 New
OIA
137
OneDigital Investment Advisors
Kansas
$204K +$200K +2,454 New
EFA
138
Evernest Financial Advisors
Indiana
$200K +$197K +2,411 New
NA
139
NewEdge Advisors
Louisiana
$167K +$489 +6 +0.3%
SPIA
140
Steward Partners Investment Advisory
New York
$157K -$22.4K -274 -13%
HR
141
Howe & Rusling
New York
$144K – – –
PMFA
142
Plante Moran Financial Advisors
Michigan
$139K – – –
CA
143
CoreCap Advisors
Michigan
$135K +$21.9K +269 +20%
S
144
SignatureFD
Georgia
$135K +$2.12K +26 +2%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$133K +$130K +1,596 New
PTC
146
Private Trust Company
Ohio
$121K +$119K +1,453 New
RIL
147
Rothschild Investment LLC
Illinois
$121K – – –
EWM
148
EPG Wealth Management
Georgia
$119K +$571 +7 +0.5%
PWAM
149
Private Wealth Asset Management
Iowa
$103K – – –
AWM
150
AE Wealth Management
Kansas
$97.7K -$14K -172 -13%
4 5
6
7 8

IMCB Hedge Fund Activity: Q3 2025 in Review

191 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q3 2025, worth a combined $739M — up 8% from $684M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IMCB positions and 13 closed out — a net gain of 15 holders — while 69 added to existing stakes and 43 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $8.03M. The largest seller was Commonwealth Equity Services, cutting an estimated $16M.

  • 191 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q3 2025, up from 183 in Q2 2025.
  • Funds reported $739M of iShares Morningstar Mid-Cap ETF stock for Q3 2025, up 8% quarter-over-quarter.
  • 28 funds opened new iShares Morningstar Mid-Cap ETF positions in Q3 2025 and 13 closed out, a net change of +15 holders.
  • The largest iShares Morningstar Mid-Cap ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $8.03M added.
  • The largest iShares Morningstar Mid-Cap ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2025.