ISHARES MORNINGSTAR MID-CAP (IMCB) Institutional Ownership Changes & 13F Activity

ISHARES MORNINGSTAR MID-CAP (IMCB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Ameriprise Financial Inc, Raymond James Financial Inc, Osaic Holdings, Inc., and Jane Street Group, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-6-0.1%6,465$624.29KQ2 2026Sep 09, 2026
Corient Private Wealth LlcSell-124-1.9%6,252$603.70KQ2 2026Aug 27, 2026
Mercer Global Advisors IncBuy+3,726+7.2%55,611$5.37MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+115+13.0%1,000$96.56KQ2 2026Aug 19, 2026
United Capital Financial Advisors, LlcBuy+2,2732,273$219.45KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+510+1.2%41,534$4.01MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+153,511153,511$14.82MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-60,902-10.7%508,246$49.08MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+28,535+23.9%147,937$14.29MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+27,304+880.8%30,404$2.94MQ2 2026Aug 14, 2026
Means Investment Co., Inc.Sell-25,201-5.8%407,204$39.32MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-7,918-3.7%203,536$19.65MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-7,258-6.9%97,209$9.39MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+6,955+35.8%26,399$2.54MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+5,1095,109$493.28KQ2 2026Aug 14, 2026
Bank Of America CorpSell-4,340-3.8%109,011$10.53MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+4,1444,144$400.02KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+2,5602,560$247.19KQ2 2026Aug 14, 2026
Cerity Partners LlcSell-1,214-4.9%23,765$2.29MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+264264$25.46KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+248+4.4%5,896$569.27KQ2 2026Aug 14, 2026
Synergy Investment Management, LlcSell-200-36.0%356$34.38KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-156-1.6%9,778$944.16KQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+42+0.6%6,538$631.31KQ2 2026Aug 14, 2026
Matrix Private Capital GroupBuy+2+0.1%2,674$258.17KQ2 2026Aug 14, 2026
Morgan StanleySell-323,586-21.4%1,185,395$114.46MQ2 2026Aug 13, 2026
Ameritas Investment Partners, Inc.Buy+12,204+90.6%25,670$2.48MQ2 2026Aug 13, 2026
Ubs Group AgBuy+10,430+0.8%1,374,939$132.76MQ2 2026Aug 13, 2026
Capital Square, LlcBuy+2,3122,312$224.64KQ2 2026Aug 13, 2026
Fmr LlcBuy+925+5.8%16,739$1.62MQ2 2026Aug 13, 2026
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Frequently asked questions about IMCB activity

  • Which institutional owners are buying IMCB?

    Institutional owners buying IMCB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IMCB activity?

    "Buy" means an investor increased their reported position in IMCB compared to the prior reporting period. This reflects growing exposure to ISHARES MORNINGSTAR MID-CAP (IMCB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IMCB increasing?

    Institutional interest in IMCB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.