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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

162 hedge funds and large institutions have $485M invested in iShares Morningstar Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+8
Holders Change %
+5.19%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
20
Increased
49
Reduced
47
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$61.6M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.11M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.17M
4
LPL Financial
LPL Financial
California
+$1.82M
5
Cerity Partners
Cerity Partners
New York
+$1.54M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.14M
2
UBS Group
UBS Group
Switzerland
-$3.34M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.79M
4
CAN
Cetera Advisor Networks
California
-$1.23M
5
NA
NewEdge Advisors
Louisiana
-$910K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWAM
151
Boyd Watterson Asset Management
Ohio
$12.4K – – –
WIM
152
Westside Investment Management
California
$11.7K +$67 +1 +0.6%
GJIA
153
Glass Jacobson Investment Advisors
Maryland
$8.97K -$67 -1 -0.7%
PS
154
Principal Securities
Iowa
$7.12K +$7.12K +106 New
SNB
155
Security National Bank
Nebraska
$6.71K +$6.71K +100 New
VNA
156
Valley National Advisers
Pennsylvania
$6K +$6K +95 New
AssetMark Inc
157
AssetMark Inc
California
$4.7K -$35.8K -533 -88%
WTC
158
WhitTier Trust Company
Nevada
$4.56K – – –
RA
159
Rise Advisors
New York
$4.44K +$67 +1 +2%
IFAM
160
Institutional & Family Asset Management
Colorado
$3.76K – – –
ADL
161
Asset Dedication LLC
California
$3K – – –
LOIP
162
Live Oak Investment Partners
Texas
$1.41K -$1.25K – –
HGERS
163
Householder Group Estate & Retirement Specialist
Arizona
$1K – – –
GTAM
164
Global Trust Asset Management
Florida
$806 +$806 +12 New
Citadel Advisors
165
Citadel Advisors
Florida
– -$1.79M -29,891 Closed
PI
166
PFG Investments
New York
– -$309K -5,174 Closed
SPC
167
Sigma Planning Corp
Michigan
– -$275K -4,598 Closed
PB
168
Pinnacle Bancorp
Nebraska
– -$65.8K -1,102 Closed
HL
169
HeadInvest LLC
Maine
– -$28.6K -485 Closed
IF
170
Integrity Financial
Wyoming
– -$15.5K -260 Closed
IA
171
IFP Advisors
Florida
– -$12.9K -216 Closed
RIA
172
Realta Investment Advisors
Delaware
– -$12.2K -192 Closed
FIA
173
FNY Investment Advisers
New York
– -$5K -100 Closed
CSPIA
174
Cary Street Partners Investment Advisory
Virginia
– -$4.18K -70 Closed
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