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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

185 hedge funds and large institutions have $540M invested in iShares Morningstar Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 56 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+6
Holders Change %
+3.35%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
58
Reduced
56
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
$7.63M
2
TC
TownSquare Capital
Utah
$42.7M
3
MML Investors Services
MML Investors Services
Massachusetts
$8.39M
4
SCM
Steele Capital Management
Iowa
$13.3M
5
MTC
Matrix Trust Company
Colorado
$13.3M

Top Sellers

1
WCAMG
Woodard & Company Asset Management Group
North Carolina
$3.91M
2
Corient Private Wealth
Corient Private Wealth
Florida
$1.19M
3
Goldman Sachs
Goldman Sachs
New York
$3.3M
4
Ameriprise
Ameriprise
Minnesota
$10.2M
5
LPL Financial
LPL Financial
California
$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$89.8M +$1.24M +16,338 +1%
Morgan Stanley
2
Morgan Stanley
New York
$69.6M +$227K +2,988 +0.3%
TC
3
TownSquare Capital
Utah
$42.7M +$2.93M +38,563 +7%
LPL Financial
4
LPL Financial
California
$31.2M -$1.24M -16,317 -4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$28.5M -$974K -12,818 -3%
RJA
6
Raymond James & Associates
Florida
$16.1M +$417K +5,479 +3%
SCM
7
Steele Capital Management
Iowa
$13.3M +$1.52M +19,922 +13%
MTC
8
Matrix Trust Company
Colorado
$13.3M +$1.51M +19,922 +13%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$13.1M +$469K +6,173 +4%
MIC
10
Means Investment Company
Maine
$10.8M +$847K +11,138 +9%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$10.3M -$1.08M -14,243 -10%
Ameriprise
12
Ameriprise
Minnesota
$10.2M -$1.28M -16,801 -11%
Bank of America
13
Bank of America
North Carolina
$9.22M +$145K +1,910 +2%
MML Investors Services
14
MML Investors Services
Massachusetts
$8.39M +$1.69M +22,198 +25%
Wells Fargo
15
Wells Fargo
California
$7.63M +$34.3K +451 +0.5%
ACA
16
Aptus Capital Advisors
Alabama
$7.63M +$7.63M +100,318 New
SFG
17
Sunburst Financial Group
Alabama
$7.61M +$550K +7,235 +8%
Osaic Holdings
18
Osaic Holdings
Arizona
$7.14M -$330K -4,336 -4%
AAS
19
Avantax Advisory Services
Texas
$6.59M +$176K +2,319 +3%
GIA
20
Gladstone Institutional Advisory
Florida
$5.66M -$48.4K -637 -0.8%
Stifel Financial
21
Stifel Financial
Missouri
$5.62M +$2.13K +28 +0%
PFG
22
Pacific Financial Group
Washington
$5.32M -$865K -11,376 -14%
YWS
23
Yarger Wealth Strategies
Ohio
$5.21M +$2.36K +31 +0%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.62M -$208K -2,741 -4%
AWS
25
Atria Wealth Solutions
New York
$4.25M -$43.3K -570 -1%
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