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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Susquehanna International Group, Llp, Morgan Stanley, Osaic Holdings, Inc., Wells Fargo & Company/Mn, and Jones Financial Companies Lllp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| M&T Bank Corp | Buy | +3,160 | +3901.2% | 3,241 | $270.40K | Q1 2026 | Sep 04, 2026 |
| Wells Fargo & Company/Mn | Buy | +6,627 | +3.2% | 211,454 | $17.64M | Q1 2026 | Jul 08, 2026 |
| Western Wealth Management, Llc | Buy | +1,606 | — | 1,606 | $134.00K | Q1 2026 | May 19, 2026 |
| Silicon Valley Capital Partners | Buy | +3 | +0.3% | 968 | $80.75K | Q1 2026 | May 19, 2026 |
| Ashton Thomas Securities, Llc | Buy | +4,520 | — | 4,520 | $377.10K | Q1 2026 | May 18, 2026 |
| Bank Of America Corp | Buy | +3,818 | +3.5% | 113,351 | $9.46M | Q1 2026 | May 18, 2026 |
| Susquehanna International Group, Llp | Sell | -18,972 | -65.6% | 9,934 | $828.79K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +7,432 | +0.5% | 1,508,981 | $125.89M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +6,641 | +5.9% | 119,402 | $9.96M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +6,403 | +49.1% | 19,444 | $1.60M | Q1 2026 | May 15, 2026 |
| Corient Private Wealth Llc | Buy | +6,376 | — | 6,376 | $531.91K | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Buy | +6,222 | +17.9% | 41,024 | $3.39M | Q1 2026 | May 15, 2026 |
| Summit Financial, Llc | Buy | +4,482 | +10.0% | 49,360 | $4.12M | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Buy | +4,000 | +19.1% | 24,979 | $2.08M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -2,506 | -2.3% | 104,467 | $8.72M | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Sell | -2,268 | -4.2% | 51,885 | $4.33M | Q1 2026 | May 15, 2026 |
| Pitti Group Wealth Management, Llc | Buy | +1,408 | +8.7% | 17,674 | $1.47M | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | Buy | +1,258 | +262.1% | 1,738 | $145.00K | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Sell | -1,076 | -23.7% | 3,468 | $289.34K | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, Llc | Buy | +556 | — | 556 | $46.39K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Sell | -303 | -2.5% | 11,605 | $968.23K | Q1 2026 | May 15, 2026 |
| Gwn Securities Inc. | Buy | +215 | +3.4% | 6,580 | $548.97K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Sell | -202 | -4.4% | 4,349 | $362.86K | Q1 2026 | May 15, 2026 |
| Fmr Llc | Buy | +182 | +1.2% | 15,814 | $1.32M | Q1 2026 | May 15, 2026 |
| Matrix Private Capital Group | Buy | +51 | +1.9% | 2,672 | $222.94K | Q1 2026 | May 15, 2026 |
| Captrust Financial Advisors | Buy | +36 | +1.2% | 3,151 | $262.89K | Q1 2026 | May 15, 2026 |
| Iht Wealth Management, Llc | Sell | -17 | -0.3% | 5,648 | $471.18K | Q1 2026 | May 15, 2026 |
| Mai Capital Management | Sell | -10 | -3.0% | 320 | $26.70K | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +9 | +0.1% | 6,471 | $539.83K | Q1 2026 | May 15, 2026 |
| Wealth Preservation Advisors, Llc | Buy | +2 | +0.3% | 712 | $59.42K | Q1 2026 | May 15, 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.