iShares Morningstar Mid-Cap

IMCB • ARCA

iShares Morningstar Mid-Cap is an exchange-traded fund on ARCA. As of Q3 2025, 190 institutional investors hold shares in this ETF, with total holdings valued at $645.8M. UBS Group AG is the largest holder with a position valued at $109.7M.

Overview

Overview of institutional ownership in IMCB as of Q3 2025

All Institutions

Institutions: 190
Value Held: $645.8M
Shares Held: 7.8M
Avg Position: $3.4M
Median Position: $406.4K

Hedge Funds

Hedge Funds: 2
Value Held: $898.4K
Shares Held: 10.8K
Avg Position: $449.2K
Median Position: $449.2K

Biggest Investors

Institutions with the largest positions in IMCB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
UBS Group AG Institution	Sergio P. Ermotti CEO	$109.7M 0.02% of portfolio	1.3M shares	Q2 2021 Held for 4y 5m	$511.54B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$105.8M 0.01% of portfolio	1.3M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
L LPL Financial LLC Institution	-	$39.2M 0.01% of portfolio	471.8K shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
MEANS INVESTMENT CO., INC. RIA/Wealth	Erin Leigh Barry CEO	$34.1M 2.95% of portfolio	411.0K shares	Q2 2022 Held for 3y 5m	$1.2B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$26.3M 0.01% of portfolio	316.5K shares	Q4 2024 Held for 11 months	$310.43B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$23.3M 0.03% of portfolio	280.4K shares	Q4 2020 Held for 4y 11m	$85.4B
Steele Capital Management, Inc. RIA/Wealth	Michael Daniel Steele CEO	$15.5M 0.69% of portfolio	187.0K shares	Q4 2023 Held for 1y 11m	$2.3B
Matrix Trust Co RIA/Wealth	Michael David Wik Managing Partner	$15.5M 2.48% of portfolio	187.0K shares	Q2 2019 Held for 6y 5m	$626.3M
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$15.4M 0.02% of portfolio	186.0K shares	Q4 2017 Held for 7y 11m	$71.1B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$14.3M 0.00% of portfolio	172.5K shares	≤ Q2 2013 Held for 12y 5m+	$433.11B

Net Capital Flow

Institutional buying and selling activity for IMCB in Q3 2025

Traded: +$37.6M
Buyers: 96
Sellers: 55
Total Bought: +$68.7M
Total Sold: −$31.1M
Avg Position: $3.2M

Biggest Buyers

Institution	Net Bought	Current Position
Cetera Investment Advisers RIA/Wealth	+$8.2M +98.4K shares	$23.3M 280.4K shares
MEANS INVESTMENT CO., INC. RIA/Wealth	+$7.6M +92.0K shares	$34.1M 411.0K shares
Stratos Wealth Partners, LTD. RIA/Wealth	+$6.7M +81.3K shares	$6.7M 81.3K shares
VestGen Advisors, LLC RIA/Wealth	+$5.7M +68.8K shares	$5.7M 68.8K shares
AMERIPRISE FINANCIAL INC Institution	+$4.9M +58.6K shares	$14.3M 172.5K shares
Carnegie Capital Asset Management, LLC RIA/Wealth	+$4.0M +48.7K shares	$4.6M 55.7K shares
Farther Finance Advisors, LLC RIA/Wealth	+$3.8M +46.0K shares	$7.4M 88.7K shares
Summit Financial, LLC RIA/Wealth	+$3.4M +40.9K shares	$3.4M 40.9K shares
G GTS SECURITIES LLC Institution	+$3.0M +36.7K shares	$3.0M 36.7K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$2.0M +23.8K shares	$2.0M 23.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$16.3M −196.4K shares	$15.4M 186.0K shares
P Patriot Financial Group Insurance Agency, LLC Institution	−$3.1M −38.7K shares	Sold Off 0 shares
L LPL Financial LLC Institution	−$2.2M −27.0K shares	$39.2M 471.8K shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	−$1.9M −23.1K shares	$4.9M 58.5K shares
Pensionmark Financial Group, LLC Pension/Endowment	−$1.5M −19.1K shares	Sold Off 0 shares
A Advisor Group Holdings, Inc. Institution	−$848.5K −10.2K shares	$9.8M 118.6K shares
R Rede Wealth, LLC RIA/Wealth	−$832.0K −10.4K shares	Sold Off 0 shares
PACIFIC FINANCIAL GROUP INC RIA/Wealth	−$386.1K −4.6K shares	$5.0M 60.1K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$381.7K −4.6K shares	$650.2K 7.8K shares
Sigma Planning Corp RIA/Wealth	−$311.6K −3.9K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IMCB in Q3 2025

New Positions: 14
New Value: $12.9M
Exited Positions: 12
Exited Value: $7.0M

New Positions

Institution	Position Value
VestGen Advisors, LLC RIA/Wealth	$5.7M 68.8K shares
Summit Financial, LLC RIA/Wealth	$3.4M 40.9K shares
A American Trust Institution	$1.0M 12.1K shares
Atomi Financial Group, Inc. RIA/Wealth	$551.2K 6.6K shares
S STEINBERGANNA WEALTH MANAGEMENT RIA/Wealth	$442.9K 5.3K shares
V Vise Technologies, Inc. Institution	$413.4K 5.0K shares
C Colony Group, LLC Institution	$336.2K 4.0K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	$248.2K 3.0K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	$207.4K 2.5K shares
Vestmark Advisory Solutions, Inc. Fund of Funds	$207.4K 2.5K shares

Exited Positions

Institution	Previous Position
P Patriot Financial Group Insurance Agency, LLC Institution	$3.1M 38.7K shares
Pensionmark Financial Group, LLC Pension/Endowment	$1.5M 19.1K shares
R Rede Wealth, LLC RIA/Wealth	$832.0K 10.4K shares
Sigma Planning Corp RIA/Wealth	$311.6K 3.9K shares
A Atlas Private Wealth Advisors RIA/Wealth	$309.2K 3.9K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$304.7K 3.8K shares
Foundations Investment Advisors, LLC RIA/Wealth	$251.8K 3.2K shares
L Lion Street Advisors, LLC RIA/Wealth	$229.4K 2.9K shares
FRANKLIN RESOURCES INC Institution	$159.3K 2.0K shares
Olistico Wealth, LLC RIA/Wealth	$23.9K 300.0 shares

Options Activity

Institutions with the largest Call and Put options positions in IMCB as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IMCB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
PACIFIC FINANCIAL GROUP INC RIA/Wealth	James Chris Mills CEO	3.70% $5.0M	60.1K shares	Q4 2020 Held for 4y 11m	$135.0M
MEANS INVESTMENT CO., INC. RIA/Wealth	Erin Leigh Barry CEO	2.95% $34.1M	411.0K shares	Q2 2022 Held for 3y 5m	$1.2B
YARGER WEALTH STRATEGIES, LLC RIA/Wealth	Jonathan Laird Yarger CEO	2.67% $5.7M	69.2K shares	Q4 2021 Held for 3y 11m	$215.0M
Matrix Trust Co RIA/Wealth	Michael David Wik Managing Partner	2.48% $15.5M	187.0K shares	Q2 2019 Held for 6y 5m	$626.3M
Sunburst Financial Group, LLC RIA/Wealth	Jonathan Michael Winzeler CIO	1.95% $9.3M	111.4K shares	Q1 2022 Held for 3y 8m	$474.9M
P Pitti Group Wealth Management, LLC Institution	-	1.14% $1.3M	16.0K shares	Q4 2021 Held for 3y 11m	$117.1M
CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth	Brent Anthony Owens President	0.95% $14.0M	168.3K shares	Q4 2023 Held for 1y 11m	$1.5B
JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth	James Henry Saulnier Managing Partner	0.90% $1.4M	16.6K shares	Q3 2024 Held for 1y 2m	$153.5M
Brand Asset Management Group, Inc. RIA/Wealth	Phillip Andrew Daniels President	0.86% $3.1M	36.8K shares	Q2 2018 Held for 7y 5m	$355.5M
Steele Capital Management, Inc. RIA/Wealth	Michael Daniel Steele CEO	0.69% $15.5M	187.0K shares	Q4 2023 Held for 1y 11m	$2.3B

Hedge Fund Spotlight

Discover hedge funds investing in IMCB

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in iShares Morningstar Mid-Cap

Market Value: $650.2K
Shares Held: 7.8K
Portfolio Weight: 0.00%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%