IMCB icon

iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

151 hedge funds and large institutions have $376M invested in iShares Morningstar Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
40
Reduced
48
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$68.4M
2
Morgan Stanley
Morgan Stanley
New York
$55.5M
3
MMA
Miracle Mile Advisors
California
$2.54M
4
MIC
Means Investment Company
Maine
$2.19M
5
RA
RFG Advisory
Alabama
$682K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$5.28M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.77M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
FTUS
Flow Traders U.S.
New York
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$68.4M +$5.3M +90,402 +8%
Morgan Stanley
2
Morgan Stanley
New York
$55.5M +$3.19M +54,429 +6%
LPL Financial
3
LPL Financial
California
$23.1M -$1.19M -20,360 -5%
RJA
4
Raymond James & Associates
Florida
$19.7M -$904K -15,406 -4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$17.8M -$495K -8,436 -3%
Wells Fargo
6
Wells Fargo
California
$14.7M +$474K +8,080 +3%
AAS
7
Avantax Advisory Services
Texas
$12.5M +$322K +5,483 +3%
Bank of America
8
Bank of America
North Carolina
$10.6M +$159K +2,711 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$9.83M -$304K -5,177 -3%
Ameriprise
10
Ameriprise
Minnesota
$9.6M -$51K -869 -0.5%
MTC
11
Matrix Trust Company
Colorado
$8.74M +$19.9K +340 +0.2%
Corient Private Wealth
12
Corient Private Wealth
Florida
$6.73M +$6.73M +41,091 New
PFG
13
Pacific Financial Group
Washington
$5.63M -$217K -3,700 -4%
WCAMG
14
Woodard & Company Asset Management Group
North Carolina
$5.59M -$113K -1,924 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$5.28M -$3.15M -53,677 -37%
GIA
16
Gladstone Institutional Advisory
Florida
$4.99M -$422K -7,187 -8%
BWM
17
Benchmark Wealth Management
Connecticut
$4.96M -$52.3K -891 -1%
CAN
18
Cetera Advisor Networks
California
$4.45M -$303K -5,157 -6%
YWS
19
Yarger Wealth Strategies
Ohio
$4.25M +$20.5K +349 +0.5%
SFG
20
Sunburst Financial Group
Alabama
$3.66M +$426K +7,257 +13%
AWS
21
Atria Wealth Solutions
New York
$3.15M +$13.7K +234 +0.4%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.15M -$1.29M -21,983 -29%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.77M -$1.94M -32,978 -41%
KAS
24
Kestra Advisory Services
Texas
$2.69M -$404K -6,888 -13%
Goldman Sachs
25
Goldman Sachs
New York
$2.55M – – –
1
2 3 4 5