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iShares Morningstar Mid-Cap ETF (IMCB) Institutional Ownership

iShares Morningstar Mid-Cap ETF logo
$79.77 -1.16 (-1.43%)
Closing price 08/1/2025 04:10 PM Eastern
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$79.76 -0.02 (-0.02%)
As of 08/1/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB)

Current
Institutional Ownership
Percentage
22.26%
Number of
Institutional Buyers
(last 12 months)
95
Total
Institutional Inflows
(last 12 months)
$218.24M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$52.88M
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IMCB Institutional Buying and Selling by Quarter

iShares Morningstar Mid-Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Envestnet Asset Management Inc.67,204$5.35M0.0%+31.9%0.483%
7/31/2025 Schneider Downs Wealth Management Advisors LP4,053$323K0.0%N/A0.029%
7/31/2025 Carnegie Investment Counsel6,935$552K0.0%N/A0.050%
7/30/2025 Fingerlakes Wealth Management Inc.2,618$209K0.2%N/A0.019%
7/30/2025 Financial Perspectives Inc6,138$489K0.1%+4.1%0.044%
7/29/2025 Goldstein Advisors LLC39,303$3.13M0.4%+4.6%0.283%
7/29/2025 Woodard & Co. Asset Management Group Inc. ADV48,553$3.87M0.7%-2.8%0.349%
7/28/2025 Private Wealth Asset Management LLC1,245$99K0.0%-23.9%0.009%
7/28/2025 RFG Advisory LLC3,051$243K0.0%-3.9%0.022%
7/25/2025 Atria Wealth Solutions Inc.8,727$695K0.0%-84.3%0.063%
7/25/2025 Lion Street Advisors LLC2,880$229K0.1%-18.5%0.021%
7/25/2025 Yarger Wealth Strategies LLC68,964$5.49M2.9%+0.2%0.496%
7/25/2025 CWM LLC13,933$1.11M0.0%+3.8%0.100%
7/25/2025 Means Investment CO. Inc.319,053$25.42M2.4%+5.3%2.295%
7/24/2025 Edge Financial Advisors LLC3,114$250K0.1%N/A0.022%
7/23/2025 Detalus Advisors LLC3,184$254K0.1%+6.9%0.023%
7/23/2025 Opulen Financial Group LLC8,149$649K0.5%-3.3%0.059%
7/23/2025 RMG Wealth Management LLC1,083,709$87.67M13.4%N/A7.796%
7/21/2025 Ameritas Advisory Services LLC370$29K0.0%N/A0.003%
7/21/2025 Pacific Financial Group Inc.64,764$5.16M4.0%+1.2%0.466%
7/21/2025 Triad Wealth Partners LLC7,632$608K0.1%N/A0.055%
7/21/2025 Patriot Financial Group Insurance Agency LLC38,738$3.09M0.4%+8.7%0.279%
7/18/2025 Parsons Capital Management Inc. RI17,498$1.39M0.1%-1.8%0.126%
7/18/2025 PFG Investments LLC6,354$506K0.0%+29.1%0.046%
7/18/2025 Truist Financial Corp23,209$1.85M0.0%-1.4%0.167%
7/17/2025 Janney Montgomery Scott LLC11,659$929K0.0%+4.6%0.084%
7/15/2025 Pitti Group Wealth Management LLC16,507$1.32M1.1%-2.7%0.119%
7/14/2025 Flagstar Advisors Inc.23,750$1.89M0.5%-1.8%0.171%
7/14/2025 Matrix Trust Co177,216$14.12M2.2%+1.4%1.280%
7/14/2025 Sowell Financial Services LLC38,539$3.07M0.1%N/A0.278%
7/11/2025 Farther Finance Advisors LLC42,691$3.40M0.1%+1,347.2%0.308%
7/10/2025 Marshall Financial Group LLC5,600$450K0.1%-10.0%0.040%
7/10/2025 Wealth Enhancement Advisory Services LLC30,634$2.48M0.0%-1.5%0.221%
7/9/2025 Brand Asset Management Group Inc.36,400$2.90M1.1%+1.2%0.263%
6/11/2025Fortitude Financial LLC70,502$5.22M5.0%-85.4%0.590%
5/28/2025Silicon Valley Capital Partners954$70K0.0%N/A0.008%
5/28/2025Wealth Management Associates Inc.3,822$283K0.1%-5.0%0.032%
5/15/2025Royal Bank of Canada46,267$3.43M0.0%+0.8%0.387%
5/14/2025Wealth Preservation Advisors LLC702$52K0.0%N/A0.006%
5/14/2025Comerica Bank5,725$424K0.0%+7.2%0.048%
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5/14/2025Northwestern Mutual Wealth Management Co.32,399$2.40M0.0%+4.4%0.271%
5/14/2025Kestra Advisory Services LLC42,778$3.17M0.0%+1.9%0.358%
5/14/2025Rede Wealth LLC10,142$751K0.3%-21.5%0.085%
5/14/2025Flow Traders U.S. LLC24,356$1.80M0.1%N/A0.204%
5/13/2025Aptus Capital Advisors LLC105,533$7.82M0.1%+2.1%0.883%
5/13/2025Raymond James Financial Inc.321,664$23.83M0.0%-7.0%2.692%
5/13/2025HighTower Advisors LLC43,591$3.23M0.0%-4.6%0.365%
5/12/2025Capital Planning Advisors LLC7,493$555K0.1%+7.0%0.063%
5/9/2025 Atria Wealth Solutions Inc.55,733$4.13M0.0%-0.4%0.466%
5/9/2025Commonwealth Equity Services LLC398,963$29.56M0.0%+8.6%3.339%
5/7/2025 Woodard & Co. Asset Management Group Inc. ADV49,947$3.70M0.8%-1.9%0.418%
5/7/2025LPL Financial LLC453,623$33.61M0.0%+5.7%3.796%
5/7/2025Bedel Financial Consulting Inc.46,481$3.43M0.5%+15.6%0.389%
5/6/2025Assetmark Inc.10,149$752K0.0%+258.4%0.085%
5/6/2025Cetera Investment Advisers180,316$13.36M0.0%-2.1%1.509%
5/6/2025Avantax Advisory Services Inc.82,355$6.10M0.0%+0.2%0.689%
5/6/2025AE Wealth Management LLC682$51K0.0%+306.0%0.006%
5/5/2025J.W. Cole Advisors Inc.12,883$954K0.0%-1.2%0.108%
5/5/2025Diversify Advisory Services LLC9,005$658K0.0%-10.1%0.075%
4/30/2025Cerity Partners LLC20,852$1.55M0.0%-3.6%0.174%
4/30/2025Principal Securities Inc.408$31K0.0%+52.2%0.003%
4/29/2025Envestnet Asset Management Inc.50,957$3.78M0.0%-2.3%0.426%
4/29/2025Adell Harriman & Carpenter Inc.4,300$319K0.0%-27.1%0.036%
4/29/2025World Investment Advisors20,711$1.53M0.0%-2.8%0.173%
4/28/2025 Detalus Advisors LLC2,979$221K0.1%N/A0.025%
4/24/2025 Philip James Wealth Mangement LLC5,675$420K0.1%-5.9%0.047%
4/23/2025 Goldstein Advisors LLC37,574$2.78M0.4%-0.6%0.314%
4/23/2025Creative Financial Designs Inc. ADV7,023$520K0.0%+6.9%0.059%
4/23/2025 Pacific Financial Group Inc.63,991$4.74M3.8%-2.5%0.535%
4/22/2025 XML Financial LLC3,787$281K0.0%+22.8%0.032%
4/22/2025 Cambridge Investment Research Advisors Inc.79,705$5.91M0.0%+4.8%0.667%
4/21/2025Jim Saulnier & Associates LLC19,390$1.44M1.1%+3.8%0.162%
4/21/2025 Means Investment CO. Inc.302,927$22.44M2.4%+92.3%2.535%
4/21/2025United Advisor Group LLC19,520$1.45M0.3%+14.4%0.163%
4/21/2025PSI Advisors LLC662$49K0.0%N/A0.006%
4/21/2025 Kingswood Wealth Advisors LLC3,324$247K0.0%N/A0.028%
4/18/2025 Lion Street Advisors LLC3,535$262K0.1%-16.0%0.030%
4/18/2025 Financial Perspectives Inc5,895$437K0.1%+18.7%0.049%
4/17/2025 Janney Montgomery Scott LLC11,149$826K0.0%-2.6%0.093%
4/17/2025Atlas Private Wealth Advisors5,956$441K0.1%-32.7%0.050%
4/16/2025 Steele Capital Management Inc.174,787$12.95M0.7%+0.3%1.463%
4/16/2025 Marshall Financial Group LLC6,221$461K0.1%-79.4%0.052%
4/15/2025 Yarger Wealth Strategies LLC68,793$5.10M3.0%+0.3%0.576%
4/15/2025 Parsons Capital Management Inc. RI17,818$1.32M0.1%-6.2%0.149%
4/14/2025Truefg LLC9,398$696K0.2%-2.0%0.079%
4/14/2025 Farther Finance Advisors LLC2,950$219K0.0%+282.1%0.025%
4/14/2025 Miracle Mile Advisors LLC10,495$777K0.0%-12.3%0.088%
4/14/2025 Patriot Financial Group Insurance Agency LLC35,642$2.64M0.4%+96.7%0.298%
4/11/2025 Pitti Group Wealth Management LLC16,958$1.26M1.3%-4.3%0.142%
4/11/2025 Procyon Advisors LLC4,587$340K0.0%-8.0%0.038%
This New Rule Could Change Everything (Ad)

A major change is quietly going into effect this July — and Wall Street is already positioning for it. Big Banks have found a way to use a new asset as if it were cash. Not stocks. Not bonds. Not even the U.S. dollar. They now trust this asset more than the traditional financial system itself.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
4/10/2025 Matrix Trust Co174,785$12.95M2.2%+0.3%1.463%
4/9/2025 RFG Advisory LLC3,175$235K0.0%+4.7%0.027%
4/2/2025 Global Wealth Strategies & Associates1,100$81K0.0%N/A0.009%
3/17/2025 Wealth Enhancement Advisory Services LLC31,026$2.36M0.0%+21.6%0.260%
2/24/2025United Advisor Group LLC17,066$1.30M0.3%N/A0.143%
2/17/2025EPG Wealth Management LLC1,796$137K0.0%+26.2%0.015%
2/17/2025Cetera Investment Advisers184,243$14.03M0.0%+7.1%1.542%
2/17/2025Citadel Advisors LLC25,172$1.92M0.0%+50.7%0.211%
2/17/2025Bank of America Corp DE119,994$9.14M0.0%-1.1%1.004%
2/17/2025Ameriprise Financial Inc.120,456$9.17M0.0%-10.6%1.008%
(Data available from 1/1/2016 forward)

IMCB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IMCB shares?

During the previous two years, 160 institutional investors and hedge funds held shares of iShares Morningstar Mid-Cap ETF. The most heavily invested institutionals were RMG Wealth Management LLC ($87.67M), UBS Group AG ($74.91M), Townsquare Capital LLC ($42.71M), LPL Financial LLC ($33.61M), Commonwealth Equity Services LLC ($29.56M), Means Investment CO. Inc. ($25.42M), and Raymond James Financial Inc. ($23.83M).Learn more on iShares Morningstar Mid-Cap ETF's institutional investors.

What percentage of iShares Morningstar Mid-Cap ETF's stock is owned by institutional investors?

22.26% of iShares Morningstar Mid-Cap ETF's stock is owned by institutional investors. Learn more on IMCB's institutional investor holdings.

Which institutional investors have been buying iShares Morningstar Mid-Cap ETF's stock?

Of the 122 institutional investors that purchased iShares Morningstar Mid-Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: RMG Wealth Management LLC ($1.08M), Raymond James Financial Inc. ($691.38K), Means Investment CO. Inc. ($240.10K), Steele Capital Management Inc. ($179.28K), Cetera Investment Advisers ($152.01K), Commonwealth Equity Services LLC ($108.78K), and Aptus Capital Advisors LLC ($105.53K).

How much institutional buying is happening at iShares Morningstar Mid-Cap ETF?

Institutional investors have bought a total of 2,819,131 shares in the last 24 months. This purchase volume represents approximately $218.24M in transactions.

Which of iShares Morningstar Mid-Cap ETF's major shareholders have been selling company stock?

Of the 70 institutional investors that sold iShares Morningstar Mid-Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fortitude Financial LLC ($412.94K), Woodard & Co. Asset Management Group Inc. ADV ($60.72K), Atria Wealth Solutions Inc. ($47.21K), Marshall Financial Group LLC ($25.41K), Raymond James Financial Inc. ($24.03K), Ameriprise Financial Inc. ($14.32K), and Pacific Financial Group Inc. ($13.04K).

How much institutional selling is happening at iShares Morningstar Mid-Cap ETF?

Institutional investors have sold a total of 705,849 shares in the last 24 months. This volume of shares sold represents approximately $52.88M in transactions.


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This page (NYSEARCA:IMCB) was last updated on 8/2/2025 by MarketBeat.com Staff
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