IMCB icon

iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

185 hedge funds and large institutions have $540M invested in iShares Morningstar Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 56 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+6
Holders Change %
+3.35%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
58
Reduced
56
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$7.63M
2
TC
TownSquare Capital
Utah
+$2.93M
3
MML Investors Services
MML Investors Services
Massachusetts
+$1.69M
4
SCM
Steele Capital Management
Iowa
+$1.52M
5
MTC
Matrix Trust Company
Colorado
+$1.51M

Top Sellers

1
WCAMG
Woodard & Company Asset Management Group
North Carolina
-$4.4M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$2.03M
3
Goldman Sachs
Goldman Sachs
New York
-$1.51M
4
Ameriprise
Ameriprise
Minnesota
-$1.28M
5
LPL Financial
LPL Financial
California
-$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWAM
176
Boyd Watterson Asset Management
Ohio
$14K – – –
WIM
177
Westside Investment Management
California
$13.3K +$76 +1 +0.6%
JIP
178
Jaffetilchin Investment Partners
Florida
$7.76K +$7.76K +102 New
SNB
179
Security National Bank
Nebraska
$7.6K – – –
WTC
180
WhitTier Trust Company
Nevada
$5.17K – – –
ADL
181
Asset Dedication LLC
California
$3.16K – – –
NP
182
NorthRock Partners
Minnesota
$1.9K – – –
William Blair & Company
183
William Blair & Company
Illinois
$1.44K +$1.44K +19 New
HGERS
184
Householder Group Estate & Retirement Specialist
Arizona
$1K – – –
GTAM
185
Global Trust Asset Management
Florida
$912 – – –
GWSG
186
GPS Wealth Strategies Group
Colorado
$460 – – –
LOIP
187
Live Oak Investment Partners
Texas
$304 -$981 – –
SOS
188
Silver Oak Securities
Tennessee
– -$1.19M -16,908 Closed
MCM
189
MAI Capital Management
Ohio
– -$307K -4,380 Closed
EWA
190
Evolution Wealth Advisors
Florida
– -$280K -4,000 Closed
Charles Schwab
191
Charles Schwab
California
– -$269K -3,831 Closed
CTB
192
Country Trust Bank
Illinois
– -$209K -2,987 Closed
IAIM
193
International Assets Investment Management
Florida
– -$21.4K -306 Closed
RIA
194
Realta Investment Advisors
Delaware
– -$13.5K -192 Closed
TWP
195
Triad Wealth Partners
Kansas
– -$7.99K -114 Closed
4 5 6 7
8