iShares Morningstar Mid-Cap ETF
IMCB
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.
14% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 51
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3.63% less ownership
Funds ownership: 56.9% → 53.26% (-3.6%)
4% less funds holding
Funds holding: 182 → 174 (-8)
7% less capital invested
Capital invested by funds: $568M → $527M (-$41.2M)
33% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIC
Means Investment Company
Bangor,
Maine
|
+$11.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$5.42M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.43M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.89M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$1.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FF
Fortitude Financial
Spokane,
Washington
|
-$31.8M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$4.49M |
| 3 |
EE
EWG Elevate
Roseville,
California
|
-$3.23M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.35M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.92M |
IMCB Hedge Fund Activity: Q1 2025 in Review
174 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q1 2025, worth a combined $527M — down 7.2% from $568M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of IMCB and 10 opened new positions — a net loss of 5 holders — while 51 trimmed existing stakes and 58 added.
The largest buyer was Means Investment Company, adding an estimated $11.2M. The largest seller was Fortitude Financial, cutting an estimated $31.8M.
- 174 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q1 2025, down from 182 in Q4 2024.
- Funds reported $527M of iShares Morningstar Mid-Cap ETF stock for Q1 2025, down 7.2% quarter-over-quarter.
- 10 funds opened new iShares Morningstar Mid-Cap ETF positions in Q1 2025 and 15 closed out, a net change of -5 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q1 2025 was Means Investment Company, an estimated $11.2M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q1 2025 was Fortitude Financial, an estimated $31.8M sold.
Based on aggregated 13F filings for Q1 2025.