iShares Morningstar Mid-Cap ETF
IMCB
192 hedge funds and large institutions have $1.03B invested in iShares Morningstar Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 70 increasing their positions, 52 reducing their positions, and 19 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
35% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 52
18% more capital invested
Capital invested by funds: $872M → $1.03B (+$153M)
8.17% more ownership
Funds ownership: 62.33% → 70.5% (+8.2%)
5% less funds holding
Funds holding: 202 → 192 (-10)
21% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 19
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PJWM
201
Philip James Wealth Mangement
Milton,
Georgia
| – | -$288K | -3,476 | Closed |
|
|
DA
202
Detalus Advisors
St. Louis,
Missouri
| – | -$268K | -3,243 | Closed |
|
|
VAS
203
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| – | -$250K | -3,019 | Closed |
|
204
AQR Capital Management
Greenwich,
Connecticut
| – | -$247K | -2,988 | Closed |
|
|
FWM
205
Fingerlakes Wealth Management
Ithaca,
New York
| – | -$213K | -2,581 | Closed |
|
|
MYIA
206
Mount Yale Investment Advisors
Denver,
Colorado
| – | -$207K | -2,508 | Closed |
|
|
CIA
207
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$148K | -1,786 | Closed |
|
|
FHA
208
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$123K | -1,481 | Closed |
|
|
BHWM
209
Beaird Harris Wealth Management
Dallas,
Texas
| – | -$81.4K | -984 | Closed |
|
|
IAIM
210
International Assets Investment Management
Orlando,
Florida
| – | -$25.3K | -306 | Closed |
|
|
TRCT
211
Tower Research Capital (TRC)
New York
| – | -$24.6K | -297 | Closed |
|
212
BlackRock
New York
| – | -$5.13K | -62 | Closed |
|
IMCB Hedge Fund Activity: Q1 2026 in Review
192 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q1 2026, worth a combined $1.03B — up 18% from $872M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of IMCB and 15 opened new positions — a net loss of 4 holders — while 52 trimmed existing stakes and 70 added.
The largest buyer was RMG Wealth Management, opening a new position worth an estimated $110M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.59M sold.
- 192 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q1 2026, down from 202 in Q4 2025.
- Funds reported $1.03B of iShares Morningstar Mid-Cap ETF stock for Q1 2026, up 18% quarter-over-quarter.
- 15 funds opened new iShares Morningstar Mid-Cap ETF positions in Q1 2026 and 19 closed out, a net change of -4 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q1 2026 was RMG Wealth Management, an estimated $110M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q1 2026 was Goldman Sachs, an estimated $3.59M sold.
Based on aggregated 13F filings for Q1 2026.