IMCB

Ishares Morningstar Mid-cap

+$153.0M

Net Activity

Institutions Holding

192

Popularity Rank

#2986

Avg Weight

0.30%

Total Value

$1.0B

Ownership Trend

192 institutions currently hold IMCB, with 83 net buyers and 72 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

72

Net Buying Institutions

83

Key Holders

Key Holders

Top 5 by Value

HA
HighTower Advisors, LLC
$160.8M
MS
Morgan Stanley
$125.9M
RW
RMG Wealth Management LLC
$117.3M
UG
UBS Group AG
$113.8M
RJ
Raymond James Financial INC
$47.5M

Top 5 by Conviction

RW
RMG Wealth Management LLC
13.54%
NW
Northwest Wealth Advisors, LLC
8.53%
FF
Fortitude Financial, LLC
8.06%
SF
Sunburst Financial Group, LLC
3.39%
MI
Means Investment Co., INC.
3.14%
View all 192 holding institutions

Quarterly Activity

Recent Activity

+$883.2M

Total Buy Value

$169.0M

Total Sell Value

New buy13
Trim52
Add70
Sold out20

83

Net Buyers

72

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES MORNINGSTAR MID-CAP (IMCB)?
Major stakeholders currently include HighTower Advisors, LLC ($160.8M), Morgan Stanley ($125.9M), RMG Wealth Management LLC ($117.3M). Based on the latest 13F filings, there are a total of 192 tracked investment funds and institutions maintaining positions in IMCB.
What is the overall institutional sentiment toward IMCB recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $153.0M, driven by 83 managers accumulating shares while 72 reduced their exposure.
Which institutions have been selling or reducing their IMCB positions?
In the latest period, 52 funds trimmed their holdings, and 20 managers completely exited their positions. The aggregate reported sell value was $169.0M.
Are there any notable investors adding IMCB to their portfolios?
Yes, buying activity remains notable. 13 institutions opened new positions in {ticker}, and 70 existing holders added to their shares. The total reported buy value for the quarter amounted to $883.2M.

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