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iShares Morningstar Mid-Cap ETF (IMCB) Institutional Ownership

iShares Morningstar Mid-Cap ETF logo
$80.98 +0.26 (+0.32%)
As of 07/18/2025 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)
86
Total
Institutional Inflows
(last 12 months)
$127.88M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$49.33M
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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
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%
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%
5/9/2025Atria 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%
5/7/2025Woodard & 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%
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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%
4/28/2025Detalus Advisors LLC2,979$221K0.1%N/A0.025%
4/24/2025 Philip James Wealth Mangement LLC5,675$420K0.1%-5.9%0.047%
4/23/2025Goldstein Advisors LLC37,574$2.78M0.4%-0.6%0.314%
4/23/2025Creative Financial Designs Inc. ADV7,023$520K0.0%+6.9%0.059%
4/23/2025Pacific 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%
4/22/2025Cambridge 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%
4/21/2025Means 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%
4/21/2025Kingswood Wealth Advisors LLC3,324$247K0.0%N/A0.028%
4/18/2025Lion Street Advisors LLC3,535$262K0.1%-16.0%0.030%
4/18/2025Financial 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%
4/16/2025Steele 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%
4/15/2025Yarger 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%
4/14/2025Miracle Mile Advisors LLC10,495$777K0.0%-12.3%0.088%
4/14/2025Patriot 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%
4/10/2025 Matrix Trust Co174,785$12.95M2.2%+0.3%1.463%
4/9/2025RFG 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%
2/17/2025Aptus Capital Advisors LLC103,342$7.87M0.1%+3.0%0.865%
2/14/2025Mercer Global Advisors Inc. ADV2,644$201K0.0%N/A0.022%
2/14/2025Jane Street Group LLC8,701$663K0.0%+66.8%0.073%
2/14/2025Comerica Bank5,338$406K0.0%+29.9%0.045%
2/14/2025 Three Seasons Wealth LLC4,746$361K0.2%N/A0.040%
2/14/2025Stifel Financial Corp75,318$5.74M0.0%+1.8%0.630%
2/14/2025Tower Research Capital LLC TRC3,278$250K0.0%+70.4%0.027%
2/14/2025MML Investors Services LLC121,011$9.22M0.0%+9.6%1.013%
2/14/2025Concourse Financial Group Securities Inc.10,047$800K0.0%-3.2%0.084%
2/13/2025Summit Investment Advisors Inc.6,707$511K0.5%-2.8%0.056%
2/13/2025Glass Jacobson Investment Advisors llc978$74K0.0%+19.1%0.008%
2/13/2025Raymond James Financial Inc.345,690$26.32M0.0%N/A2.893%
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2/13/2025Advisory Services Network LLC13,210$1.01M0.0%+144.3%0.111%
2/13/2025Envestnet Asset Management Inc.52,171$3.97M0.0%-3.2%0.437%
2/13/2025Wells Fargo & Company MN105,013$8.00M0.0%+4.6%0.879%
2/12/2025World Investment Advisors21,298$1.62M0.0%+1.6%0.178%
2/12/2025JPMorgan Chase & Co.23,353$1.78M0.0%+14.0%0.195%
2/12/2025Tyler Stone Wealth Management3,526$269K0.0%-15.8%0.030%
2/11/2025LPL Financial LLC429,064$32.67M0.0%+4.6%3.590%
2/10/2025Clearwater 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%
2/10/2025Creative Financial Designs Inc. ADV6,568$500K0.0%+13.9%0.055%
(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, 153 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 ($33.61M), Commonwealth Equity Services LLC ($29.56M), Raymond James Financial Inc. ($23.83M), Means Investment CO. Inc. ($22.44M), and Raymond James & Associates ($16.07M).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 112 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: Raymond James Financial Inc. ($691.38K), Means Investment CO. Inc. ($236.33K), Steele Capital Management Inc. ($179.28K), Cetera Investment Advisers ($152.01K), Commonwealth Equity Services LLC ($108.78K), Aptus Capital Advisors LLC ($105.53K), and LPL Financial LLC ($101.52K).

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

Institutional investors have bought a total of 1,686,632 shares in the last 24 months. This purchase volume represents approximately $127.88M in transactions.

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

Of the 67 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 ($59.33K), Marshall Financial Group LLC ($25.41K), Raymond James Financial Inc. ($24.03K), Pacific Financial Group Inc. ($18.83K), Ameriprise Financial Inc. ($14.32K), and Rede Wealth LLC ($7.65K).

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

Institutional investors have sold a total of 661,960 shares in the last 24 months. This volume of shares sold represents approximately $49.33M in transactions.


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This page (NYSEARCA:IMCB) was last updated on 7/20/2025 by MarketBeat.com Staff
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