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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

182 hedge funds and large institutions have $684M invested in iShares Morningstar Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+8
Holders Change %
+4.6%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
68
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFD
Creative Financial Designs
Indiana
+$11.6M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$6.5M
3
Morgan Stanley
Morgan Stanley
New York
+$4.78M
4
UBS Group
UBS Group
Switzerland
+$3.82M
5
LPL Financial
LPL Financial
California
+$3.6M

Top Sellers

1
AWS
Atria Wealth Solutions
New York
-$3.74M
2
FTUS
Flow Traders U.S.
New York
-$1.8M
3
Wells Fargo
Wells Fargo
California
-$1.75M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.32M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFP
176
Briaud Financial Planning
Texas
$4K – – –
ADL
177
Asset Dedication LLC
California
$3.33K – – –
William Blair & Company
178
William Blair & Company
Illinois
$1.51K – – –
DRP
179
Decker Retirement Planning
Utah
$1.35K – – –
GTAM
180
Global Trust Asset Management
Florida
$956 – – –
CWM
181
Copia Wealth Management
Oregon
$797 – – –
GWSG
182
GPS Wealth Strategies Group
Colorado
$487 – – –
OSAM
183
O'Shaughnessy Asset Management
Connecticut
$159 +$159 +2 New
FTUS
184
Flow Traders U.S.
New York
– -$1.8M -24,356 Closed
Susquehanna International Group
185
Susquehanna International Group
Pennsylvania
– -$1.1M -14,806 Closed
GS
186
GTS Securities
New York
– -$662K -8,938 Closed
Thrivent Financial for Lutherans
187
Thrivent Financial for Lutherans
Minnesota
– -$475K -5,953 Closed
WWM
188
Western Wealth Management
Colorado
– -$211K -2,850 Closed
SIM
189
Synergy Investment Management
Florida
– -$173K -2,340 Closed
TRCT
190
Tower Research Capital (TRC)
New York
– -$90.1K -1,216 Closed
PA
191
PSI Advisors
Florida
– -$49K -662 Closed
WT
192
Washington Trust
Rhode Island
– -$31.1K -420 Closed
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
– -$22.2K -300 Closed
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