iShares Morningstar Mid-Cap ETF
IMCB
191 hedge funds and large institutions have $739M invested in iShares Morningstar Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 43 reducing their positions, and 13 closing their positions.
115% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 13
60% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 43
8% more capital invested
Capital invested by funds: $684M → $739M (+$54.9M)
4% more funds holding
Funds holding: 183 → 191 (+8)
0.94% less ownership
Funds ownership: 62.35% → 61.41% (-0.94%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$8.03M |
| 2 |
MIC
Means Investment Company
Bangor,
Maine
|
+$7.5M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$6.63M |
| 4 |
VA
VestGen Advisors
Inverness,
Illinois
|
+$5.62M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$16M |
| 2 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$3.09M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.2M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.88M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$1.52M |
IMCB Hedge Fund Activity: Q3 2025 in Review
191 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q3 2025, worth a combined $739M — up 8% from $684M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IMCB positions and 13 closed out — a net gain of 15 holders — while 69 added to existing stakes and 43 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $8.03M. The largest seller was Commonwealth Equity Services, cutting an estimated $16M.
- 191 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q3 2025, up from 183 in Q2 2025.
- Funds reported $739M of iShares Morningstar Mid-Cap ETF stock for Q3 2025, up 8% quarter-over-quarter.
- 28 funds opened new iShares Morningstar Mid-Cap ETF positions in Q3 2025 and 13 closed out, a net change of +15 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $8.03M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $16M sold.
Based on aggregated 13F filings for Q3 2025.