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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

182 hedge funds and large institutions have $684M invested in iShares Morningstar Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+8
Holders Change %
+4.6%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
68
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFD
Creative Financial Designs
Indiana
$12.2M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$6.5M
3
Morgan Stanley
Morgan Stanley
New York
$100M
4
UBS Group
UBS Group
Switzerland
$104M
5
LPL Financial
LPL Financial
California
$39.7M

Top Sellers

1
AWS
Atria Wealth Solutions
New York
$695K
2
FTUS
Flow Traders U.S.
New York
$0
3
Wells Fargo
Wells Fargo
California
$6.5M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$30.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
151
Wealth Preservation Advisors
Tennessee
$56.1K +$239 +3 +0.4%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$55.1K +$159 +2 +0.3%
AW
153
Avion Wealth
Texas
$51K – – –
MBFW
154
Morton Brown Family Wealth
Pennsylvania
$38.4K +$80 +1 +0.2%
AF
155
Allworth Financial
California
$35K – – –
TFGT
156
TS Financial Group (TSFG)
Illinois
$33K – – –
Russell Investments Group
157
Russell Investments Group
United Kingdom
$30.5K +$1.67K +21 +6%
AAS
158
Ameritas Advisory Services
Nebraska
$29.5K +$29.5K +370 New
MCM
159
MAI Capital Management
Ohio
$27.1K – – –
FGC
160
Financial Gravity Companies
Texas
$26.1K +$26.1K +328 New
PS
161
Principal Securities
Iowa
$25.2K -$7.33K -92 -23%
CWM
162
Centricity Wealth Management
Ohio
$24.5K – – –
OW
163
Olistico Wealth
Oklahoma
$23.9K – – –
SIS
164
Sound Income Strategies
Florida
$22.3K – – –
SL
165
Salomon & Ludwin
Virginia
$19.4K – – –
IA
166
IFP Advisors
Florida
$19.1K – – –
SFC
167
SYM Financial Corp
Indiana
$18.2K +$18.2K +228 New
IF
168
Integrity Financial
Wyoming
$17.5K – – –
CAL
169
Capital Analysts LLC
Pennsylvania
$17K – – –
GEA
170
Glen Eagle Advisors
New Jersey
$14.7K – – –
BWAM
171
Boyd Watterson Asset Management
Ohio
$14.7K – – –
WIM
172
Westside Investment Management
California
$14.1K +$80 +1 +0.6%
SNB
173
Security National Bank
Nebraska
$7.97K – – –
CIAS
174
Capital Investment Advisory Services
North Carolina
$7.65K +$7.65K +96 New
WTC
175
WhitTier Trust Company
Nevada
$5.42K – – –
4 5 6
7
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