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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

174 hedge funds and large institutions have $527M invested in iShares Morningstar Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-8
Holders Change %
-4.4%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
58
Reduced
51
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIC
Means Investment Company
Maine
+$10.8M
2
UBS Group
UBS Group
Switzerland
+$5.21M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.33M
4
LPL Financial
LPL Financial
California
+$1.82M
5
FTUS
Flow Traders U.S.
New York
+$1.8M

Top Sellers

1
FF
Fortitude Financial
Washington
-$30.6M
2
SWP
Stratos Wealth Partners
Ohio
-$4.49M
3
EE
EWG Elevate
California
-$3.23M
4
Bank of America
Bank of America
North Carolina
-$2.26M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFGT
151
TS Financial Group (TSFG)
Illinois
$31K – – –
Russell Investments Group
152
Russell Investments Group
United Kingdom
$26.8K +$74 +1 +0.3%
MCM
153
MAI Capital Management
Ohio
$25.2K -$741 -10 -3%
FGAM
154
Financial Gravity Asset Management
Texas
$24.3K +$24.3K +328 New
AIC
155
Archer Investment Corporation
Indiana
$23.8K – – –
CWM
156
Centricity Wealth Management
Ohio
$22.8K – – –
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$22.2K – – –
OW
158
Olistico Wealth
Oklahoma
$22.2K – – –
SIS
159
Sound Income Strategies
Florida
$20.7K – – –
SL
160
Salomon & Ludwin
Virginia
$17.9K – – –
IA
161
IFP Advisors
Florida
$17.8K – – –
IF
162
Integrity Financial
Wyoming
$16.3K – – –
CAL
163
Capital Analysts LLC
Pennsylvania
$15K +$72 +1 +0.5%
GEA
164
Glen Eagle Advisors
New Jersey
$13.6K – – –
BWAM
165
Boyd Watterson Asset Management
Ohio
$13.6K – – –
WIM
166
Westside Investment Management
California
$13.1K – – –
SNB
167
Security National Bank
Nebraska
$7.41K – – –
WTC
168
WhitTier Trust Company
Nevada
$5.04K – – –
BFP
169
Briaud Financial Planning
Texas
$4K – – –
ADL
170
Asset Dedication LLC
California
$3.09K +$73 +1 +2%
William Blair & Company
171
William Blair & Company
Illinois
$1.41K – – –
DRP
172
Decker Retirement Planning
Utah
$1.26K – – –
GTAM
173
Global Trust Asset Management
Florida
$889 – – –
CWM
174
Copia Wealth Management
Oregon
$741 +$741 +10 New
GWSG
175
GPS Wealth Strategies Group
Colorado
$451 – – –
4 5 6
7
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