iShares Morningstar Mid-Cap ETF
IMCB
183 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, 70 increasing their positions, 39 reducing their positions, and 11 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
91% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 11
79% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 39
30% more capital invested
Capital invested by funds: $526M → $684M (+$158M)
9.12% more ownership
Funds ownership: 53.23% → 62.35% (+9.1%)
5% more funds holding
Funds holding: 174 → 183 (+9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$10.9M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$6.11M |
| 3 |
Morgan Stanley
New York
|
+$4.49M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.59M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FF
Fortitude Financial
Spokane,
Washington
|
-$5.22M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
-$3.52M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.65M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.24M |
IMCB Hedge Fund Activity: Q2 2025 in Review
183 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q2 2025, worth a combined $684M — up 30% from $526M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IMCB positions and 11 closed out — a net gain of 10 holders — while 70 added to existing stakes and 39 trimmed.
The largest buyer was Creative Financial Designs, adding an estimated $10.9M. The largest seller was Fortitude Financial, exiting entirely with an estimated $5.22M sold.
- 183 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q2 2025, up from 174 in Q1 2025.
- Funds reported $684M of iShares Morningstar Mid-Cap ETF stock for Q2 2025, up 30% quarter-over-quarter.
- 21 funds opened new iShares Morningstar Mid-Cap ETF positions in Q2 2025 and 11 closed out, a net change of +10 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q2 2025 was Creative Financial Designs, an estimated $10.9M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q2 2025 was Fortitude Financial, an estimated $5.22M sold.
Based on aggregated 13F filings for Q2 2025.