Who Owns IMCB?
iShares Morningstar Mid-Cap ETF — Institutional Ownership & 13F Holdings
$89.67
+0.01 (+0.01%)
Market Cap
$1.5B
Shares Outstanding
17,199,553
Institutional Holders
176
Total Inst. Value
$428.4M
% of Float Held
—
QoQ Holder Change
+60
Institutional data as of Q1 2025
New Positions
41
Closed Positions
19
Increased
52
Decreased
39
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | UBS Group AG | $93.4M | 1,261,378 |
| 2 | MORGAN STANLEY | $88.5M | 1,194,704 |
| 3 | Fortitude Financial, LLCNew | $36.8M | 483,444 |
| 4 | RAYMOND JAMES FINANCIAL INC | $23.8M | 321,664 |
| 5 | Cetera Investment Advisers | $13.4M | 180,316 |
| 6 | Matrix Trust CoNew | $12.9M | 174,785 |
| 7 | OSAIC HOLDINGS, INC. | $9.4M | 127,175 |
| 8 | MML INVESTORS SERVICES, LLC | $8.9M | 120,301 |
| 9 | AMERIPRISE FINANCIAL INC | $8.7M | 117,325 |
| 10 | Sunburst Financial Group, LLCNew | $7.7M | 104,272 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| UBS Group AG | +70K | $93.4M |
| MORGAN STANLEY | +5K | $88.5M |
| Fortitude Financial, LLCNew | +483K | $36.8M |
| Matrix Trust CoNew | +175K | $12.9M |
| OSAIC HOLDINGS, INC. | +55K | $9.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -30K | $6.6M |
| RAYMOND JAMES FINANCIAL INC | -24K | $23.8M |
| Marshall Financial Group, LLC | -24K | $461K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -4K | $1.1M |
| Cetera Investment Advisers | -4K | $13.4M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold IMCB?
As of Q1 2025, 176 institutional investors report holding IMCB (iShares Morningstar Mid-Cap ETF) in their 13F filings.
Which hedge fund owns the most IMCB?
The largest institutional holder of IMCB is UBS Group AG with $93.4M in shares.
Are institutions buying or selling IMCB?
This quarter, 41 institutions opened new positions in IMCB and 19 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.