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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -6 | -0.1% | 6,465 | $624.29K | Q2 2026 | Sep 09, 2026 |
| Corient Private Wealth Llc | Sell | -124 | -1.9% | 6,252 | $603.70K | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Buy | +3,726 | +7.2% | 55,611 | $5.37M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +115 | +13.0% | 1,000 | $96.56K | Q2 2026 | Aug 19, 2026 |
| United Capital Financial Advisors, Llc | Buy | +2,273 | — | 2,273 | $219.45K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +510 | +1.2% | 41,534 | $4.01M | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +153,511 | — | 153,511 | $14.82M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -60,902 | -10.7% | 508,246 | $49.08M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +28,535 | +23.9% | 147,937 | $14.29M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +27,304 | +880.8% | 30,404 | $2.94M | Q2 2026 | Aug 14, 2026 |
| Means Investment Co., Inc. | Sell | -25,201 | -5.8% | 407,204 | $39.32M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -7,918 | -3.7% | 203,536 | $19.65M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -7,258 | -6.9% | 97,209 | $9.39M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +6,955 | +35.8% | 26,399 | $2.54M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +5,109 | — | 5,109 | $493.28K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -4,340 | -3.8% | 109,011 | $10.53M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +4,144 | — | 4,144 | $400.02K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +2,560 | — | 2,560 | $247.19K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -1,214 | -4.9% | 23,765 | $2.29M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +264 | — | 264 | $25.46K | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Buy | +248 | +4.4% | 5,896 | $569.27K | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, Llc | Sell | -200 | -36.0% | 356 | $34.38K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -156 | -1.6% | 9,778 | $944.16K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +42 | +0.6% | 6,538 | $631.31K | Q2 2026 | Aug 14, 2026 |
| Matrix Private Capital Group | Buy | +2 | +0.1% | 2,674 | $258.17K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -323,586 | -21.4% | 1,185,395 | $114.46M | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | Buy | +12,204 | +90.6% | 25,670 | $2.48M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +10,430 | +0.8% | 1,374,939 | $132.76M | Q2 2026 | Aug 13, 2026 |
| Capital Square, Llc | Buy | +2,312 | — | 2,312 | $224.64K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +925 | +5.8% | 16,739 | $1.62M | Q2 2026 | Aug 13, 2026 |
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.