IMCB icon

iShares Morningstar Mid-Cap ETF

188 hedge funds and large institutions have $739M invested in iShares Morningstar Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
151
Archer Investment Corporation
Indiana
$93.8K
HWM
152
HighMark Wealth Management
Minnesota
$92.3K
GWSA
153
Global Wealth Strategies & Associates
Colorado
$91.4K
HNB
154
Huntington National Bank
Ohio
$83K
AF
155
Advisornet Financial
Minnesota
$81.4K
SVCP
156
Silicon Valley Capital Partners
California
$79.8K
FFL
157
Financial Freedom LLC
Ohio
$77.7K
GJIA
158
Glass Jacobson Investment Advisors
Maryland
$76.8K
WPA
159
Wealth Preservation Advisors
Tennessee
$58.7K
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$55.9K
AW
161
Avion Wealth
Texas
$53K
OL
162
one8zero8 LLC
North Carolina
$49.8K
AAS
163
Ameritas Advisory Services
Nebraska
$49.4K
AssetMark Inc
164
AssetMark Inc
California
$47K
CAL
165
Capital Analysts LLC
Pennsylvania
$41K
MBFW
166
Morton Brown Family Wealth
Pennsylvania
$40.2K
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$35.4K
TFGT
168
TS Financial Group (TSFG)
Illinois
$35K
Russell Investments Group
169
Russell Investments Group
United Kingdom
$32.4K
CIAS
170
Capital Investment Advisory Services
North Carolina
$27.6K
MCM
171
MAI Capital Management
Ohio
$27.4K
FGAM
172
Financial Gravity Asset Management
Texas
$27.2K
PS
173
Principal Securities
Iowa
$26.2K
SIS
174
Sound Income Strategies
Florida
$23.2K
SL
175
Salomon & Ludwin
Virginia
$20.1K