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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

182 hedge funds and large institutions have $568M invested in iShares Morningstar Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-3
Holders Change %
-1.62%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
56
Reduced
55
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$20.8M
2
SWP
Stratos Wealth Partners
Ohio
+$4.49M
3
EE
EWG Elevate
California
+$3.23M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.83M
5
LPL Financial
LPL Financial
California
+$1.44M

Top Sellers

1
TC
TownSquare Capital
Utah
-$42.7M
2
PWG
Portside Wealth Group
Utah
-$1.92M
3
Ameriprise
Ameriprise
Minnesota
-$1.09M
4
NL
NWAM LLC
Washington
-$939K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$897K
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
151
Avion Wealth
Texas
$48K – – –
MBFW
152
Morton Brown Family Wealth
Pennsylvania
$36.5K +$152 +2 +0.4%
AF
153
Allworth Financial
California
$35K – – –
TFGT
154
TS Financial Group (TSFG)
Illinois
$32K – – –
WT
155
Washington Trust
Rhode Island
$32K – – –
Russell Investments Group
156
Russell Investments Group
United Kingdom
$27.4K -$1.6K -21 -6%
MCM
157
MAI Capital Management
Ohio
$26.7K +$26.7K +350 New
VHAM
158
Van Hulzen Asset Management
California
$26.2K +$26.2K +344 New
FGC
159
Financial Gravity Companies
Texas
$25K – – –
AIC
160
Archer Investment Corporation
Indiana
$24.4K – – –
CWM
161
Centricity Wealth Management
Ohio
$23.5K +$23.5K +308 New
OW
162
Olistico Wealth
Oklahoma
$22.8K – – –
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$22.8K +$7.62K +100 +50%
NP
164
NorthRock Partners
Minnesota
$22.8K +$20.9K +275 +1,100%
SIS
165
Sound Income Strategies
Florida
$21.3K – – –
PS
166
Principal Securities
Iowa
$20.4K – – –
SL
167
Salomon & Ludwin
Virginia
$18.4K -$914 -12 -5%
IA
168
IFP Advisors
Florida
$18.3K +$18.3K +240 New
IF
169
Integrity Financial
Wyoming
$16.8K +$16.8K +220 New
CAL
170
Capital Analysts LLC
Pennsylvania
$16K – – –
AWM
171
Avior Wealth Management
Nebraska
$14.4K +$14.4K +189 New
GEA
172
Glen Eagle Advisors
New Jersey
$14K – – –
BWAM
173
Boyd Watterson Asset Management
Ohio
$14K – – –
WIM
174
Westside Investment Management
California
$13.4K +$76 +1 +0.6%
AWM
175
AE Wealth Management
Kansas
$12.8K +$12.8K +168 New
4 5 6
7
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