IMCB icon

iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

124 hedge funds and large institutions have $401M invested in iShares Morningstar Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 7 closing their positions.

Holders
124
Holders Change
+5
Holders Change %
+4.2%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
15
Increased
39
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
1
Beacon Pointe Advisors
California
$2.99M
2
UBS Group
2
UBS Group
Switzerland
$67.7M
3
Jane Street
3
Jane Street
New York
$2.09M
4
NA
4
NewEdge Advisors
Louisiana
$1.95M
5
Wells Fargo
5
Wells Fargo
California
$16.1M

Top Sellers

1
MTC
1
Matrix Trust Company
Colorado
$10.5M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$64.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$27M
5
Ameriprise
5
Ameriprise
Minnesota
$9.98M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$67.7M 1,016,877 +39,004 +4%
Morgan Stanley
2
Morgan Stanley
New York
$64.3M 965,964 -63,914 -6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$27M 406,119 -44,189 -10%
RJA
4
Raymond James & Associates
Florida
$24.6M 369,408 +1,621 +0.4%
LPL Financial
5
LPL Financial
California
$23.6M 354,386 +22,575 +7%
Wells Fargo
6
Wells Fargo
California
$16.1M 241,418 +27,778 +13%
AAS
7
Avantax Advisory Services
Texas
$15.4M 231,249 +2,157 +0.9%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$11.8M 177,460 +4,521 +3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$11.8M 177,394 -20,739 -10%
Bank of America
10
Bank of America
North Carolina
$11.4M 171,131 +2,603 +2%
MTC
11
Matrix Trust Company
Colorado
$10.5M 158,344 -143,991 -48%
Ameriprise
12
Ameriprise
Minnesota
$9.98M 147,905 -42,726 -22%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$8.14M 122,330 +105 +0.1%
PFG
14
Pacific Financial Group
Washington
$7.04M 105,861 -2,703 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$6.87M 103,235 +1,465 +1%
BWM
16
Benchmark Wealth Management
Connecticut
$5.9M 88,613 -63 -0.1%
CAN
17
Cetera Advisor Networks
California
$4.98M 74,895 +2,072 +3%
KCM
18
Karp Capital Management
California
$4.58M 68,798 -1,485 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.57M 53,606 -557 -1%
BPA
20
Beacon Pointe Advisors
California
$2.99M 44,981 +44,981 New
Goldman Sachs
21
Goldman Sachs
New York
$2.89M 43,380 – –
BAMG
22
Brand Asset Management Group
Missouri
$2.87M 43,090 -1,252 -3%
KAS
23
Kestra Advisory Services
Texas
$2.34M 35,210 +2,081 +6%
GRP
24
Global Retirement Partners
California
$2.27M 34,167 -50 -0.1%
TCWA
25
Ten Capital Wealth Advisors
Washington
$2.22M 33,342 +958 +3%
1
2 3 4 5