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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

141 hedge funds and large institutions have $340M invested in iShares Morningstar Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+7
Holders Change %
+5.22%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
15
Increased
47
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$1.37M
2
FTUS
Flow Traders U.S.
New York
$1.31M
3
MFG
Merit Financial Group
Georgia
$1.19M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$16.8M
5
Wells Fargo
Wells Fargo
California
$13.1M

Top Sellers

1
W
Wealthquest
Ohio
$0
2
Morgan Stanley
Morgan Stanley
New York
$48M
3
OFG
OmniStar Financial Group
North Carolina
$1.38M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.08M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$57.9M -$259K -4,813 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$48M -$865K -16,047 -2%
LPL Financial
3
LPL Financial
California
$22.3M +$469K +8,708 +2%
RJA
4
Raymond James & Associates
Florida
$18.9M +$23.2K +431 +0.1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$16.8M +$1.12M +20,859 +7%
Wells Fargo
6
Wells Fargo
California
$13.1M +$1.12M +20,827 +9%
AAS
7
Avantax Advisory Services
Texas
$11.2M -$136K -2,525 -1%
Bank of America
8
Bank of America
North Carolina
$9.63M +$199K +3,684 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$9.31M +$67.9K +1,261 +0.7%
Ameriprise
10
Ameriprise
Minnesota
$8.85M -$115K -2,134 -1%
MTC
11
Matrix Trust Company
Colorado
$8.01M -$83.6K -1,551 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.74M +$268K +4,981 +4%
PFG
13
Pacific Financial Group
Washington
$5.37M -$560K -10,386 -9%
WCAMG
14
Woodard & Company Asset Management Group
North Carolina
$5.24M -$69.1K -1,282 -1%
GIA
15
Gladstone Institutional Advisory
Florida
$4.97M -$29.4K -546 -0.6%
BWM
16
Benchmark Wealth Management
Connecticut
$4.6M -$533K -9,885 -10%
CAN
17
Cetera Advisor Networks
California
$4.37M -$67.9K -1,260 -2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.32M +$55.3K +1,026 +1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.08M -$583K -10,813 -13%
YWS
20
Yarger Wealth Strategies
Ohio
$3.88M +$20K +371 +0.5%
SFG
21
Sunburst Financial Group
Alabama
$2.97M +$461K +8,566 +18%
AWS
22
Atria Wealth Solutions
New York
$2.88M +$187K +3,474 +7%
KAS
23
Kestra Advisory Services
Texas
$2.84M +$664K +12,330 +30%
S
24
Surevest
California
$2.63M +$176K +3,260 +7%
Goldman Sachs
25
Goldman Sachs
New York
$2.34M – – –
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