iShares Morningstar Mid-Cap ETF
IMCB
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 15 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
27% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 15
2.91% more ownership
Funds ownership: 53.99% → 56.9% (+2.9%)
5% more capital invested
Capital invested by funds: $542M → $568M (+$26.3M)
2% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 55
2% less funds holding
Funds holding: 186 → 182 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$21.4M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$4.62M |
| 3 |
EE
EWG Elevate
Roseville,
California
|
+$3.32M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.91M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TownSquare Capital
Provo,
Utah
|
-$42.7M |
| 2 |
PWG
Portside Wealth Group
Provo,
Utah
|
-$1.92M |
| 3 |
GWM
Gibbs Wealth Management
Alpharetta,
Georgia
|
-$1.55M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.12M |
| 5 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$939K |
IMCB Hedge Fund Activity: Q4 2024 in Review
182 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q4 2024, worth a combined $568M — up 4.8% from $542M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IMCB positions and 15 closed out — a net gain of 4 holders — while 56 added to existing stakes and 55 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $21.4M. The largest seller was TownSquare Capital, exiting entirely with an estimated $42.7M sold.
- 182 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q4 2024, down from 186 in Q3 2024.
- Funds reported $568M of iShares Morningstar Mid-Cap ETF stock for Q4 2024, up 4.8% quarter-over-quarter.
- 19 funds opened new iShares Morningstar Mid-Cap ETF positions in Q4 2024 and 15 closed out, a net change of +4 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q4 2024 was Morgan Stanley, an estimated $21.4M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q4 2024 was TownSquare Capital, an estimated $42.7M sold.
Based on aggregated 13F filings for Q4 2024.