iShares Morningstar Mid-Cap ETF
IMCB
IMCB
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
–
Top Buyers
| 1 |
TC
TownSquare Capital
Provo,
Utah
|
+$36.7M |
| 2 |
PWG
Portside Wealth Group
Provo,
Utah
|
+$1.59M |
| 3 |
Goldman Sachs
New York
|
+$1.39M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.06M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.04M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
ADL
176
Asset Dedication LLC
San Francisco,
California
| $2.91K | – | – | – |
|
|
NP
177
NorthRock Partners
Minneapolis,
Minnesota
| $1.77K | +$1.77K | +25 | New |
|
|
HGERS
178
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $1K | – | – | – |
|
|
LOIP
179
Live Oak Investment Partners
Austin,
Texas
| $981 | – | – | – |
|
|
GTAM
180
Global Trust Asset Management
West Palm Beach,
Florida
| $841 | – | – | – |
|
|
IGWM
181
ICA Group Wealth Management
Denver,
Colorado
| $705 | -$83.5K | -1,184 | -99% |
|
|
GWSG
182
GPS Wealth Strategies Group
Centennial,
Colorado
| $422 | +$422 | +6 | New |
|
|
NL
183
NWAM LLC
Mercer Island,
Washington
| – | -$772K | -10,914 | Closed |
|
|
LNC
184
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$328K | -4,510 | Closed |
|
185
Mercer Global Advisors
Denver,
Colorado
| – | -$253K | -3,469 | Closed |
|
|
CA
186
CoreCap Advisors
Southfield,
Michigan
| – | -$99K | -1,360 | Closed |
|
|
VNA
187
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$6K | -96 | Closed |
|
|
RA
188
Rise Advisors
Rochester,
New York
| – | -$4.83K | -66 | Closed |
|