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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

154 hedge funds and large institutions have $390M invested in iShares Morningstar Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
154
Holders Change
+6
Holders Change %
+4.05%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
47
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.92M
2
CAN
2
Cetera Advisor Networks
California
$7.7M
3
AssetMark Inc
3
AssetMark Inc
California
$1.5M
4
SOS
4
Silver Oak Securities
Tennessee
$1.04M
5
MIC
5
Means Investment Company
Maine
$3.94M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$13M
2
Morgan Stanley
2
Morgan Stanley
New York
$57M
3
RJA
3
Raymond James & Associates
Florida
$16.5M
4
CFGS
4
Concourse Financial Group Securities
Alabama
$798K
5
MMA
5
Miracle Mile Advisors
California
$1.2M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$73.8M 1,165,415 -2,034 -0.2%
Morgan Stanley
2
Morgan Stanley
New York
$57M 900,198 -51,213 -5%
LPL Financial
3
LPL Financial
California
$24.1M 380,107 +3,385 +0.9%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$19.6M 310,435 +27 +0%
RJA
5
Raymond James & Associates
Florida
$16.5M 260,334 -32,589 -11%
Wells Fargo
6
Wells Fargo
California
$15.6M 246,910 -4,343 -2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$13M 205,185 -51,945 -20%
Ameriprise
8
Ameriprise
Minnesota
$10.2M 160,978 -1,627 -1%
MTC
9
Matrix Trust Company
Colorado
$9.69M 153,154 +1,707 +1%
CAN
10
Cetera Advisor Networks
California
$7.7M 121,628 +46,734 +62%
Bank of America
11
Bank of America
North Carolina
$7.34M 116,012 -4,467 -4%
WCAMG
12
Woodard & Company Asset Management Group
North Carolina
$5.91M 93,421 +9 +0%
PFG
13
Pacific Financial Group
Washington
$5.85M 92,505 -2,964 -3%
AAS
14
Avantax Advisory Services
Texas
$5.79M 91,539 -3,229 -3%
GIA
15
Gladstone Institutional Advisory
Florida
$5.48M 86,608 +7,150 +9%
Osaic Holdings
16
Osaic Holdings
Arizona
$5.35M 84,561 +3,602 +4%
Stifel Financial
17
Stifel Financial
Missouri
$4.92M 77,788 +67,845 +682%
BWM
18
Benchmark Wealth Management
Connecticut
$4.8M 75,914 -507 -0.7%
YWS
19
Yarger Wealth Strategies
Ohio
$4.36M 68,825 -978 -1%
SFG
20
Sunburst Financial Group
Alabama
$4.23M 66,851 +1,147 +2%
MIC
21
Means Investment Company
Maine
$3.94M 62,199 +12,363 +25%
AWS
22
Atria Wealth Solutions
New York
$3.57M 56,412 +1,178 +2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.34M 52,751 +6,546 +14%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.18M 50,219 +689 +1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.8M 44,229 -26 -0.1%
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