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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

182 hedge funds and large institutions have $684M invested in iShares Morningstar Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+8
Holders Change %
+4.6%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
68
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFD
Creative Financial Designs
Indiana
+$11.6M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$6.5M
3
Morgan Stanley
Morgan Stanley
New York
+$4.78M
4
UBS Group
UBS Group
Switzerland
+$3.82M
5
LPL Financial
LPL Financial
California
+$3.6M

Top Sellers

1
AWS
Atria Wealth Solutions
New York
-$3.74M
2
FTUS
Flow Traders U.S.
New York
-$1.8M
3
Wells Fargo
Wells Fargo
California
-$1.75M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.32M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$104M +$3.82M +47,893 +4%
Morgan Stanley
2
Morgan Stanley
New York
$100M +$4.78M +60,011 +5%
RWM
3
RMG Wealth Management
Wisconsin
$87.7M +$87.7M +1,083,709 New
LPL Financial
4
LPL Financial
California
$39.7M +$3.6M +45,220 +10%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$30.5M -$1.32M -16,601 -4%
MIC
6
Means Investment Company
Maine
$25.4M +$1.28M +16,126 +5%
Raymond James Financial
7
Raymond James Financial
Florida
$25.3M -$294K -3,690 -1%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$14.5M +$128K +1,612 +0.9%
SCM
9
Steele Capital Management
Iowa
$14.1M +$194K +2,430 +1%
MTC
10
Matrix Trust Company
Colorado
$14.1M +$194K +2,431 +1%
CFD
11
Creative Financial Designs
Indiana
$12.2M +$11.6M +146,140 +2,081%
Osaic Holdings
12
Osaic Holdings
Arizona
$9.89M +$201K +2,638 +2%
MML Investors Services
13
MML Investors Services
Massachusetts
$9.69M +$103K +1,298 +1%
Ameriprise
14
Ameriprise
Minnesota
$9.07M -$272K -3,416 -3%
ACA
15
Aptus Capital Advisors
Alabama
$8.64M +$236K +2,958 +3%
SFG
16
Sunburst Financial Group
Alabama
$8.54M +$236K +2,958 +3%
Bank of America
17
Bank of America
North Carolina
$7.37M +$238K +2,983 +3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$6.66M +$305K +3,833 +5%
AAS
19
Avantax Advisory Services
Texas
$6.63M +$70.9K +890 +1%
Wells Fargo
20
Wells Fargo
California
$6.5M -$1.75M -21,993 -21%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$6.5M +$6.5M +81,572 New
Stifel Financial
22
Stifel Financial
Missouri
$5.94M -$66.1K -830 -1%
YWS
23
Yarger Wealth Strategies
Ohio
$5.49M +$13.6K +171 +0.2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$5.35M +$1.29M +16,247 +32%
GIA
25
Gladstone Institutional Advisory
Florida
$5.35M -$23.7K -298 -0.4%
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