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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

168 hedge funds and large institutions have $477M invested in iShares Morningstar Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
2.44%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
50
Reduced
47
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10.1M
2
UBS Group
UBS Group
Switzerland
+$2.91M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.37M
4
SOS
Silver Oak Securities
Tennessee
+$1.32M
5
MIC
Means Investment Company
Maine
+$1.22M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$65.5M
2
RJA
Raymond James & Associates
Florida
-$3.55M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$993K
4
Ameriprise
Ameriprise
Minnesota
-$755K
5
LPL Financial
LPL Financial
California
-$667K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$84.2M +$2.91M +39,909 +4%
Morgan Stanley
2
Morgan Stanley
New York
$66.9M -$65.5M -899,503 -49%
LPL Financial
3
LPL Financial
California
$33M -$667K -9,154 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$28M +$477K +6,551 +2%
RJA
5
Raymond James & Associates
Florida
$15.5M -$3.55M -48,686 -19%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$15M +$2.37M +32,588 +19%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$12.2M +$10.1M +138,987 +499%
Ameriprise
8
Ameriprise
Minnesota
$11.4M -$755K -10,367 -6%
SCM
9
Steele Capital Management
Iowa
$11.3M -$220K -3,025 -2%
MTC
10
Matrix Trust Company
Colorado
$11.3M -$203K -2,785 -2%
Bank of America
11
Bank of America
North Carolina
$8.89M +$258K +3,548 +3%
MIC
12
Means Investment Company
Maine
$8.64M +$1.22M +16,758 +16%
WCAMG
13
Woodard & Company Asset Management Group
North Carolina
$7.84M -$67K -920 -0.8%
CAN
14
Cetera Advisor Networks
California
$7.53M +$68K +933 +0.9%
Osaic Holdings
15
Osaic Holdings
Arizona
$7.41M +$966K +13,254 +15%
Wells Fargo
16
Wells Fargo
California
$7.21M +$275K +3,776 +4%
PFG
17
Pacific Financial Group
Washington
$6.34M -$175K -2,398 -3%
SFG
18
Sunburst Financial Group
Alabama
$6.28M +$341K +4,715 +6%
AAS
19
Avantax Advisory Services
Texas
$5.94M -$464K -6,371 -7%
GIA
20
Gladstone Institutional Advisory
Florida
$5.57M -$172K -2,361 -3%
Stifel Financial
21
Stifel Financial
Missouri
$5.48M -$20.5K -281 -0.4%
MML Investors Services
22
MML Investors Services
Massachusetts
$5.32M +$848K +11,646 +19%
YWS
23
Yarger Wealth Strategies
Ohio
$5.05M +$16.2K +222 +0.3%
BWM
24
Benchmark Wealth Management
Connecticut
$4.69M -$4.37K -60 -0.1%
AWS
25
Atria Wealth Solutions
New York
$4.11M +$9.4K +129 +0.2%
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