iShares Morningstar Mid-Cap ETF
IMCB
202 hedge funds and large institutions have $872M invested in iShares Morningstar Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 49 reducing their positions, and 14 closing their positions.
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
61% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 49
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
18% more capital invested
Capital invested by funds: $739M → $872M (+$132M)
6% more funds holding
Funds holding: 191 → 202 (+11)
0.92% more ownership
Funds ownership: 61.41% → 62.33% (+0.92%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$149M |
| 2 |
Morgan Stanley
New York
|
+$18.9M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$15M |
| 4 |
FF
Fortitude Financial
Spokane,
Washington
|
+$14.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWM
RMG Wealth Management
Platteville,
Wisconsin
|
-$93.7M |
| 2 |
VA
VestGen Advisors
Inverness,
Illinois
|
-$4.38M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$3.54M |
| 4 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
-$1.92M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.29M |
IMCB Hedge Fund Activity: Q4 2025 in Review
202 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q4 2025, worth a combined $872M — up 18% from $739M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IMCB positions and 14 closed out — a net gain of 11 holders — while 79 added to existing stakes and 49 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $149M. The largest seller was RMG Wealth Management, exiting entirely with an estimated $93.7M sold.
- 202 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q4 2025, up from 191 in Q3 2025.
- Funds reported $872M of iShares Morningstar Mid-Cap ETF stock for Q4 2025, up 18% quarter-over-quarter.
- 25 funds opened new iShares Morningstar Mid-Cap ETF positions in Q4 2025 and 14 closed out, a net change of +11 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q4 2025 was HighTower Advisors, an estimated $149M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q4 2025 was RMG Wealth Management, an estimated $93.7M sold.
Based on aggregated 13F filings for Q4 2025.