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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

148 hedge funds and large institutions have $423M invested in iShares Morningstar Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+7
Holders Change %
+4.96%
% of All Funds
2.34%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
23
Increased
41
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WCAMG
Woodard & Company Asset Management Group
North Carolina
$6.82M
2
PFG
Pacific Financial Group
Washington
$6.54M
3
GIA
Gladstone Institutional Advisory
Florida
$6.34M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.17M
5
LPL Financial
LPL Financial
California
$28M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.17M
2
Morgan Stanley
Morgan Stanley
New York
$61M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$20.7M
4
SFS
Sowell Financial Services
Arkansas
$0
5
NA
NewEdge Advisors
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$72.7M +$2.22M +32,926 +3%
Morgan Stanley
2
Morgan Stanley
New York
$61M -$4.04M -60,093 -6%
LPL Financial
3
LPL Financial
California
$28M +$2.95M +43,829 +12%
RJA
4
Raymond James & Associates
Florida
$23.7M -$1.67M -24,844 -7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$20.7M -$2.28M -33,825 -10%
Wells Fargo
6
Wells Fargo
California
$15.5M +$160K +2,375 +1%
AAS
7
Avantax Advisory Services
Texas
$14.7M -$771K -11,453 -5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$12.2M +$47.4K +704 +0.4%
Bank of America
9
Bank of America
North Carolina
$11.4M -$17.3K -257 -0.2%
MTC
10
Matrix Trust Company
Colorado
$10.4M -$250K -3,715 -2%
Ameriprise
11
Ameriprise
Minnesota
$10M +$129K +1,922 +1%
Osaic Holdings
12
Osaic Holdings
Arizona
$9.16M +$949K +14,094 +12%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$7.17M -$6.23M -92,516 -46%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$6.9M -$924K -13,722 -12%
WCAMG
15
Woodard & Company Asset Management Group
North Carolina
$6.82M +$6.82M +101,336 New
PFG
16
Pacific Financial Group
Washington
$6.54M +$6.54M +97,168 New
GIA
17
Gladstone Institutional Advisory
Florida
$6.34M +$6.34M +94,192 New
BWM
18
Benchmark Wealth Management
Connecticut
$6.25M +$221K +3,290 +4%
CAN
19
Cetera Advisor Networks
California
$5.43M +$247K +3,667 +5%
YWS
20
Yarger Wealth Strategies
Ohio
$4.81M +$737K +10,950 +18%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.33M -$137K -2,034 -4%
KCM
22
Karp Capital Management
California
$3.33M -$1.17M -17,384 -26%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$3.17M +$3.17M +46,977 New
S
24
Surevest
California
$3.03M +$2.86M +42,557 +1,766%
KAS
25
Kestra Advisory Services
Texas
$3.03M +$539K +8,005 +22%
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