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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

182 hedge funds and large institutions have $568M invested in iShares Morningstar Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-3
Holders Change %
-1.62%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
56
Reduced
55
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$90.6M
2
SWP
Stratos Wealth Partners
Ohio
$4.49M
3
EE
EWG Elevate
California
$3.23M
4
Osaic Holdings
Osaic Holdings
Arizona
$9.98M
5
LPL Financial
LPL Financial
California
$32.7M

Top Sellers

1
TC
TownSquare Capital
Utah
$0
2
PWG
Portside Wealth Group
Utah
$0
3
Ameriprise
Ameriprise
Minnesota
$9.17M
4
NL
NWAM LLC
Washington
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$90.7M +$726K +9,540 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$90.6M +$20.8M +273,249 +30%
FF
3
Fortitude Financial
Washington
$36.8M +$36.8M +483,444 New
LPL Financial
4
LPL Financial
California
$32.7M +$1.44M +18,944 +5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$28M -$566K -7,437 -2%
Raymond James Financial
6
Raymond James Financial
Florida
$26.3M +$26.3M +345,690 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$14M +$927K +12,169 +7%
SCM
8
Steele Capital Management
Iowa
$13.3M -$46.1K -605 -0.3%
MTC
9
Matrix Trust Company
Colorado
$13.3M -$46.1K -605 -0.3%
MIC
10
Means Investment Company
Maine
$12M +$1.22M +16,050 +11%
Osaic Holdings
11
Osaic Holdings
Arizona
$9.98M +$2.83M +37,166 +40%
MML Investors Services
12
MML Investors Services
Massachusetts
$9.22M +$810K +10,632 +10%
Ameriprise
13
Ameriprise
Minnesota
$9.17M -$1.09M -14,317 -11%
Bank of America
14
Bank of America
North Carolina
$9.14M -$97.2K -1,276 -1%
Wells Fargo
15
Wells Fargo
California
$8M +$350K +4,598 +5%
ACA
16
Aptus Capital Advisors
Alabama
$7.87M +$230K +3,024 +3%
SFG
17
Sunburst Financial Group
Alabama
$7.78M +$151K +1,980 +2%
AAS
18
Avantax Advisory Services
Texas
$6.26M -$342K -4,489 -5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$5.79M +$1.17M +15,352 +25%
Stifel Financial
20
Stifel Financial
Missouri
$5.74M +$101K +1,327 +2%
GIA
21
Gladstone Institutional Advisory
Florida
$5.31M -$362K -4,748 -6%
YWS
22
Yarger Wealth Strategies
Ohio
$5.22M +$1.98K +26 +0%
PFG
23
Pacific Financial Group
Washington
$5M -$328K -4,304 -6%
SWP
24
Stratos Wealth Partners
Ohio
$4.49M +$4.49M +59,010 New
AWS
25
Atria Wealth Solutions
New York
$4.26M -$1.3K -17 -0%
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