IMCB icon

iShares Morningstar Mid-Cap ETF

179 hedge funds and large institutions have $488M invested in iShares Morningstar Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+11
Holders Change %
+6.55%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
49
Reduced
59
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
151
NewEdge Advisors
Louisiana
$36.4K -$4.14K -59 -10%
MBFW
152
Morton Brown Family Wealth
Pennsylvania
$34.4K +$72 +1 +0.2%
AF
153
Allworth Financial
California
$31.6K
WT
154
Washington Trust
Rhode Island
$29.4K
TFGT
155
TS Financial Group (TSFG)
Illinois
$29K
FGAM
156
Financial Gravity Asset Management
Texas
$23K -$65.6K -936 -74%
AIC
157
Archer Investment Corporation
Indiana
$22.5K +$5.4K +77 +32%
IAIM
158
International Assets Investment Management
Florida
$21.4K +$21.4K +306 New
OW
159
Olistico Wealth
Oklahoma
$21K +$21K +300 New
SIS
160
Sound Income Strategies
Florida
$19.6K
SL
161
Salomon & Ludwin
Virginia
$17.7K -$1.05K -15 -6%
CAL
162
Capital Analysts LLC
Pennsylvania
$15K
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$14.4K
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$14.1K
Jones Financial Companies
165
Jones Financial Companies
Missouri
$13.9K +$13.9K +198 New
RIA
166
Realta Investment Advisors
Delaware
$13.5K
GEA
167
Glen Eagle Advisors
New Jersey
$12.9K
BWAM
168
Boyd Watterson Asset Management
Ohio
$12.9K
WIM
169
Westside Investment Management
California
$12.3K
PS
170
Principal Securities
Iowa
$11.8K +$4.35K +62 +58%
GJIA
171
Glass Jacobson Investment Advisors
Maryland
$9.43K +$70 +1 +0.7%
TWP
172
Triad Wealth Partners
Kansas
$7.99K +$7.99K +114 New
SNB
173
Security National Bank
Nebraska
$7.01K
WTC
174
WhitTier Trust Company
Nevada
$4.77K
IFAM
175
Institutional & Family Asset Management
Colorado
$3.93K