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iShares Morningstar Mid-Cap ETF (IMCB) Institutional Ownership

iShares Morningstar Mid-Cap ETF logo
$77.68 -1.59 (-2.01%)
As of 02/21/2025 04:10 PM Eastern
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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)
74
Total
Institutional Inflows
(last 12 months)
$119.45M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$23.61M
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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
2/17/2025 EPG Wealth Management LLC1,796$137K0.0%+26.2%0.015%
2/17/2025 Cetera Investment Advisers184,243$14.03M0.0%+7.1%1.542%
2/17/2025 Citadel Advisors LLC25,172$1.92M0.0%+50.7%0.211%
2/17/2025 Bank of America Corp DE119,994$9.14M0.0%-1.1%1.004%
2/17/2025 Ameriprise Financial Inc.120,456$9.17M0.0%-10.6%1.008%
2/17/2025 Aptus Capital Advisors LLC103,342$7.87M0.1%+3.0%0.865%
2/14/2025 Mercer Global Advisors Inc. ADV2,644$201K0.0%N/A0.022%
2/14/2025 Jane Street Group LLC8,701$663K0.0%+66.8%0.073%
2/14/2025 Comerica Bank5,338$406K0.0%+29.9%0.045%
2/14/2025 Three Seasons Wealth LLC4,746$361K0.2%N/A0.040%
2/14/2025 Stifel Financial Corp75,318$5.74M0.0%+1.8%0.630%
2/14/2025 Tower Research Capital LLC TRC 3,278$250K0.0%+70.4%0.027%
2/14/2025 MML Investors Services LLC121,011$9.22M0.0%+9.6%1.013%
2/14/2025 Concourse Financial Group Securities Inc.10,047$800K0.0%-3.2%0.084%
2/13/2025 Summit Investment Advisors Inc.6,707$511K0.5%-2.8%0.056%
2/13/2025 Glass Jacobson Investment Advisors llc978$74K0.0%+19.1%0.008%
2/13/2025 Raymond James Financial Inc.345,690$26.32M0.0%N/A2.893%
2/13/2025 Advisory Services Network LLC13,210$1.01M0.0%+144.3%0.111%
2/13/2025 Envestnet Asset Management Inc.52,171$3.97M0.0%-3.2%0.437%
2/13/2025 Wells Fargo & Company MN105,013$8.00M0.0%+4.6%0.879%
2/12/2025 World Investment Advisors21,298$1.62M0.0%+1.6%0.178%
2/12/2025 JPMorgan Chase & Co.23,353$1.78M0.0%+14.0%0.195%
2/12/2025 Tyler Stone Wealth Management3,526$269K0.0%-15.8%0.030%
2/11/2025 LPL Financial LLC429,064$32.67M0.0%+4.6%3.590%
2/10/2025 Clearwater Capital Advisors LLC3,446$262K0.0%-5.5%0.029%
2/10/2025 Pitti Group Wealth Management LLC17,727$1.35M1.4%-2.6%0.148%
2/10/2025 Creative Financial Designs Inc. ADV6,568$500K0.0%+13.9%0.055%
2/10/2025 Harbour Investments Inc.1,967$150K0.0%-8.5%0.016%
2/10/2025 Corient Private Wealth LLC10,374$790K0.0%-33.9%0.087%
2/10/2025 Commonwealth Equity Services LLC367,484$27.98M0.0%-2.0%3.075%
2/10/2025 Avantax Advisory Services Inc.82,176$6.26M0.0%-5.2%0.688%
2/7/2025 HighTower Advisors LLC45,714$3.48M0.0%+1.3%0.383%
2/7/2025 Independent Advisor Alliance6,220$474K0.0%N/A0.052%
2/6/2025 Opulen Financial Group LLC8,439$643K0.6%N/A0.071%
2/6/2025 Raymond James Financial Inc.345,690$26.32M0.0%N/A2.893%
2/6/2025 M&T Bank Corp3,636$277K0.0%-16.8%0.030%
2/6/2025 Assetmark Inc.2,832$216K0.0%+356.8%0.024%
2/6/2025 Synergy Investment Management LLC2,340$178K0.1%N/A0.020%
2/6/2025 Bedel Financial Consulting Inc.40,210$3.20M0.4%+27.3%0.336%
2/6/2025 Jones Financial Companies Lllp3,076$234K0.0%+85.3%0.026%
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2/5/2025 Cape Investment Advisory Inc.1,786$136K0.1%-26.4%0.015%
2/3/2025 Sigma Planning Corp4,005$305K0.0%-3.9%0.034%
2/3/2025 Private Advisor Group LLC2,632$200K0.0%-62.5%0.022%
2/3/2025 Good Life Advisors LLC5,076$387K0.0%-50.0%0.042%
2/3/2025 Financial Perspectives Inc4,968$378K0.1%+4.5%0.042%
2/3/2025 Flagstar Advisors Inc.24,176$1.84M0.5%-4.2%0.202%
1/31/2025 Global Retirement Partners LLC14,332$1.09M0.0%-3.7%0.120%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors19,646$1.50M0.1%N/A0.164%
1/31/2025 Steele Capital Management Inc.174,202$13.27M0.7%-0.3%1.458%
1/31/2025 Woodard & Co. Asset Management Group Inc. ADV50,912$3.88M0.8%-1.0%0.426%
1/31/2025 J.W. Cole Advisors Inc.13,043$993K0.0%+3.2%0.109%
1/30/2025 Sunburst Financial Group LLC102,137$7.78M1.9%+2.0%0.855%
1/29/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors19,646$1.50M0.1%N/A0.164%
1/29/2025 Gladstone Institutional Advisory LLC69,705$5.31M0.2%-6.4%0.583%
1/29/2025 Savant Capital LLC6,108$465K0.0%-46.4%0.051%
1/28/2025 Rede Wealth LLC12,925$984K0.4%-18.6%0.108%
1/27/2025 Lion Street Advisors LLC4,208$320K0.1%-16.6%0.035%
1/27/2025 Stratos Wealth Partners LTD.59,010$4.49M0.1%N/A0.494%
1/24/2025 Means Investment CO. Inc.157,560$12.00M1.2%+11.3%1.318%
1/22/2025 Patriot Financial Group Insurance Agency LLC18,123$1.38M0.2%+7.7%0.152%
1/22/2025 Parsons Capital Management Inc. RI18,988$1.45M0.1%-0.8%0.159%
1/22/2025 Jim Saulnier & Associates LLC18,673$1.42M1.3%+26.4%0.156%
1/22/2025 PFG Investments LLC4,923$375K0.0%-17.1%0.041%
1/21/2025 Marshall Financial Group LLC30,161$2.30M0.6%-2.7%0.252%
1/21/2025 Atlas Private Wealth Advisors8,854$674K0.1%+17.2%0.074%
1/21/2025 RFG Advisory LLC3,032$231K0.0%+10.9%0.025%
1/17/2025 Capital Planning Advisors LLC7,006$534K0.1%+19.5%0.059%
1/17/2025 Goldstein Advisors LLC37,809$2.88M0.4%-0.8%0.316%
1/17/2025 Janney Montgomery Scott LLC11,442$871K0.0%-3.8%0.096%
1/17/2025 Evolution Wealth Advisors LLC4,000$305K0.1%N/A0.033%
1/17/2025 XML Financial LLC3,085$235K0.0%-18.9%0.026%
1/16/2025 Diversify Advisory Services LLC10,022$758K0.0%-32.3%0.084%
1/15/2025 Portside Wealth Group LLC24,746$1.88M0.3%-1.8%0.207%
1/15/2025 Merit Financial Group LLC24,568$1.87M0.0%-2.8%0.206%
1/15/2025 Brand Asset Management Group Inc.35,978$2.74M1.1%-0.4%0.301%
1/15/2025 Procyon Advisors LLC4,984$380K0.0%+3.0%0.042%
1/13/2025 Miracle Mile Advisors LLC11,968$911K0.0%-9.4%0.100%
1/13/2025 EWG Elevate Inc.42,479$3.24M1.0%N/A0.355%
1/13/2025 Matrix Trust Co174,200$13.27M2.3%-0.3%1.458%
1/10/2025 Wealth Enhancement Advisory Services LLC25,872$1.97M0.0%+1.4%0.217%
12/26/2024 JPMorgan Chase & Co.20,480$1.56M0.0%+35.9%0.171%
12/13/2024B. Riley Wealth Advisors Inc.3,441$261K0.0%+9.8%0.029%
11/25/2024 World Investment Advisors LLC20,971$1.59M0.0%-0.9%0.175%
11/18/2024 Arete Wealth Advisors LLC2,752$208K0.0%N/A0.023%
11/15/2024 Glass Jacobson Investment Advisors llc821$62K0.0%+508.1%0.007%
11/15/2024 MML Investors Services LLC110,379$8.39M0.0%+25.2%0.924%
11/15/2024 Jane Street Group LLC5,217$397K0.0%+73.7%0.044%
11/15/2024 Mission Creek Capital Partners Inc.3,390$258K0.1%-14.8%0.028%
11/15/2024 Integrated Wealth Concepts LLC6,973$530K0.0%-4.8%0.058%
11/13/2024 Townsquare Capital LLC561,771$42.71M0.5%+7.4%4.701%
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11/13/2024 FMR LLC7,972$606K0.0%+2.7%0.067%
11/13/2024 Pacific Financial Group Inc.69,963$5.32M3.9%-14.0%0.585%
11/12/2024 Jim Saulnier & Associates LLC14,777$1.12M1.1%N/A0.124%
11/12/2024 Cerity Partners LLC21,589$1.64M0.0%-5.9%0.181%
11/12/2024 Flagstar Advisors Inc.25,249$1.92M0.5%-0.5%0.211%
11/12/2024 Nwam LLC12,353$939K0.1%N/A0.103%
11/8/2024 Steele Capital Management Inc.174,807$13.34M0.7%+12.9%1.463%
11/7/2024 Thrivent Financial for Lutherans5,953$453K0.0%-13.4%0.050%
11/6/2024 OneDigital Investment Advisors LLC2,809$214K0.0%-4.6%0.024%
11/5/2024 Aptus Capital Advisors LLC100,318$7.63M0.1%N/A0.839%
(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, 146 institutional investors and hedge funds held shares of iShares Morningstar Mid-Cap ETF. The most heavily invested institutionals were UBS Group AG ($74.91M), Townsquare Capital LLC ($42.71M), LPL Financial LLC ($32.67M), Commonwealth Equity Services LLC ($27.98M), Raymond James Financial Inc. ($26.32M), Raymond James & Associates ($16.07M), and Cetera Investment Advisers ($14.03M).Learn more on IMCB's institutional investors.

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

22.26% of iShares Morningstar Mid-Cap ETF 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 stock?

Of the 104 institutional investors that purchased iShares Morningstar Mid-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($691.38K), Steele Capital Management Inc. ($178.70K), Raymond James Financial Services Advisors Inc. ($169.41K), Cetera Investment Advisers ($152.01K), Means Investment CO. Inc. ($103.45K), Aptus Capital Advisors LLC ($103.34K), and Commonwealth Equity Services LLC ($83.88K).

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

Institutional investors have bought a total of 2,434,855 shares in the last 24 months. This purchase volume represents approximately $173.92M in transactions.

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

Of the 84 institutional investors that sold iShares Morningstar Mid-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($187.59K), Raymond James & Associates ($152.58K), Avantax Advisory Services Inc. ($132.83K), Woodard & Co. Asset Management Group Inc. ADV ($62.35K), UBS Group AG ($49.81K), Miracle Mile Advisors LLC ($31.30K), and Benchmark Wealth Management LLC ($27.25K).

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

Institutional investors have sold a total of 896,175 shares in the last 24 months. This volume of shares sold represents approximately $59.35M in transactions.


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This page (NYSEARCA:IMCB) was last updated on 2/22/2025 by MarketBeat.com Staff
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