iShares Morningstar Mid-Cap ETF
IMCB
200 hedge funds and large institutions have $1B invested in iShares Morningstar Mid-Cap ETF in 2026 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 55 reducing their positions, and 13 closing their positions.
92% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 13
18% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 55
4% more funds holding
Funds holding: 192 → 200 (+8)
2% less capital invested
Capital invested by funds: $1.03B → $1B (-$22.1M)
9.05% less ownership
Funds ownership: 70.5% → 61.45% (-9%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.62M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.61M |
| 3 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$2.5M |
| 4 |
Jane Street
New York
|
+$2.49M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWM
RMG Wealth Management
Platteville,
Wisconsin
|
-$117M |
| 2 |
Morgan Stanley
New York
|
-$29.6M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$27.8M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$5.56M |
| 5 |
FF
Fortitude Financial
Spokane,
Washington
|
-$2.98M |
IMCB Hedge Fund Activity: Q2 2026 in Review
200 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q2 2026, worth a combined $1B — down 2.2% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IMCB positions and 13 closed out — a net gain of 12 holders — while 65 added to existing stakes and 55 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.62M. The largest seller was RMG Wealth Management, exiting entirely with an estimated $117M sold.
- 200 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q2 2026, up from 192 in Q1 2026.
- Funds reported $1B of iShares Morningstar Mid-Cap ETF stock for Q2 2026, down 2.2% quarter-over-quarter.
- 25 funds opened new iShares Morningstar Mid-Cap ETF positions in Q2 2026 and 13 closed out, a net change of +12 holders.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q2 2026 was LPL Financial, an estimated $2.62M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q2 2026 was RMG Wealth Management, an estimated $117M sold.
Based on aggregated 13F filings for Q2 2026.